You are a financial advisor contemplating transitioning to a new firm.
Your life's work.
Your clients.
Your business.
Your brand.
Your valuation.
Your freedom.
Founder & Managing Member
Louis Hanna, JD
Throughout his personal and professional life, Louis Hanna, JD, our Founder & Managing Member has been a conduit for capital (human & financial), competitive intelligence, differentiated deal flow, strategic relationships and talent acquisition. Louis has approximately 25 years of broad-based executive-level experience across virtually all facets of the financial services industry – wealth management, family office, traditional investments, alternative investments including real estate & hedge funds, capital raising, investment vehicle creation/structuring and NeoWealth. A lawyer by training, he is a first-generation high school, college & law school graduate. Quoted in The Family Office Book: Investing Capital for the Ultra Affluent, AdvisorHub, ThinkAdvisor, On Wall Street, Registered Rep, Real Estate Alert, and HedgeFund Alert.
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Our Experience
- CEO/Founder Conduit Advisors
- Chief Market Strategist Corigin (Single Family Office)
- CEO Paradigm Funds Trust
- Founder & Managing Member Prosperity Bank & Trust (In Organization)
- Senior broker-dealer/RIA executive positions with CoastalOne, Summit Brokerage & Independent Financial Partners
- Senior sales executive ING Furman Selz Capital
- Senior strategist American Independence Funds
- Financial Intermediary Consultant CrowdStreet
- Advisory Board (Former) Gladstone Associates (M&A)
- Advisory Board (Former) PPB Advisors
- Secretary St. Joseph’s Carpenter Society
- Atlantic City Community Fund Board Member
Seeking to Monetize the Value of Your Life's Work?
Schedule a Conversation
Reach out with any questions or to set up a meeting to discover the best path to your next step as an investment professional.
Conduit Advisors
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