Michael Hans, CFA

Michael Hans, CFA

Portfolio Analyst/Financial Advisor

Followers of Michael Hans, CFA2000 followers
location of Michael Hans, CFATarrytown, New York, United States

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  • Timeline

  • About me

    Chief Investment Officer at Citizens Private Wealth

  • Education

    • Queens College

      2005 - 2008
      Bachelor of Arts (B.A.) Psychology
  • Experience

    • Financial Network Investment Corporation, Member SIPC

      Nov 2007 - Dec 2012
      Portfolio Analyst/Financial Advisor
    • Citizens Private Wealth

      Dec 2012 - now
      • Chief Investment Officer

        Apr 2024 - now
      • Managing Director/Chief Investment Officer

        Dec 2012 - now
  • Licenses & Certifications

    • Chartered Financial Analyst

      162977
  • Honors & Awards

    • Awarded to Michael Hans, CFA
      America's Top Millennial Advisor Forbes Aug 2017 https://www.forbes.com/top-millennial-advisors/#4820dfea5aedCongratulations to Clarfeld Financial Advisors’ Managing Director and Chief Investment Officer Michael Hans, who has been named to the first-ever Forbes America’s Top Millennial Advisors list! Michael was one of 500 exceptional young professionals chosen out of 19,616 nominations.Michael plays a critical role at Clarfeld in caring for our clients’ complex needs across the spectrum, from investment management to tax and… Show more https://www.forbes.com/top-millennial-advisors/#4820dfea5aedCongratulations to Clarfeld Financial Advisors’ Managing Director and Chief Investment Officer Michael Hans, who has been named to the first-ever Forbes America’s Top Millennial Advisors list! Michael was one of 500 exceptional young professionals chosen out of 19,616 nominations.Michael plays a critical role at Clarfeld in caring for our clients’ complex needs across the spectrum, from investment management to tax and estate planning guidance. His attention to detail, creative thinking, and commitment to exceptional service is commendable and we are privileged to have him on the Clarfeld team.Forbes’ methodology relies on both quantitative and qualitative data, considering experience levels, quality of the practitioner and practice, client service and investing process, as well as revenue produced, assets under management and compliance records. Show less