Hannah O'Loughlin, CFA

Hannah O’Loughlin is responsible for developing and implementing client portfolio strategies. She is responsible for the daily client activity including processing of client securities transactions and rebalancing activities. Her past experience includes working as a Financial Analyst intern for Madison Valuation Associates.

Hannah is a graduate of the University of Wisconsin at Madison. She holds a Bachelor of Business Administration majoring in Finance, Investment and Banking. She has earned her Chartered Financial Analyst (CFA®) designation and holds the Registered Investment Advisor Representative designation (Series 65).