
Michael Hans, CFA
Portfolio Analyst/Financial Advisor

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About me
Chief Investment Officer at Citizens Private Wealth
Education

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

Financial Network Investment Corporation, Member SIPC
Nov 2007 - Dec 2012Portfolio Analyst/Financial Advisor
Citizens Private Wealth
Dec 2012 - nowChief Investment Officer
Apr 2024 - nowManaging Director/Chief Investment Officer
Dec 2012 - now
Licenses & Certifications

Chartered Financial Analyst
162977
Honors & Awards
- Awarded to Michael Hans, CFAAmerica'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
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