Sean Hanlon
Sean Hanlon CFP®
CEO and Co-Chief Investment Officer
SHanlon@Hanlon.com
Bio



Sean Hanlon

Sean Hanlon CFP®
CEO and Co-Chief Investment Officer


Email: SHanlon@Hanlon.com

Sean Hanlon is the CEO and Co-Chief Investment Officer of Hanlon Investment Management, which he founded in 1999. Prior to founding Hanlon Investment Management in 1999, he worked at Merrill Lynch and Paine Webber in their wealth management divisions. Mr. Hanlon has led Hanlon Investment Management to become a vertically integrated provider, with a nationwide presence, of investment management and financial planning for individuals, families, businesses and other investment entity types. These services are delivered on both a wholesale and retail level.

Mr. Hanlon has served on the advisory board of various financial services companies and is an active investor in, and serves as an advisor to, numerous private equity and venture capital investments.

Mr. Hanlon is a member of the Stevens Institute of Technology Board of Trustees, is the former Chair of the Investment Committee and is the current Chair of the Finance Committee, and is Chairman of the Advisory Board for the Hanlon Financial Systems Center at Stevens. He graduated with a B.E. in Mechanical Engineering from Stevens and later earned a Certified Financial Planner (CFP®) designation. He is a member of the Stockton University Financial Planning Advisory Board.

Married to Cathy in 1990, they have two successful adult children, John and Erin, and enjoy spending time with their immediate and extended family, especially at the beach in New Jersey. Mr. Hanlon is an avid golfer and enjoys an active exercise program.

Mr. and Mrs. Hanlon believe in giving back, and through the Sean and Cathy Hanlon Foundation support many worthy causes including hunger, education, health, veterans, homelessness, animal care and more.

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A Message From CEO
Sean Hanlon, CFP®


I learned long ago that successful businesses share four essential qualities:

Passion, Integrity, Vision, and Care.

We’ve made those same qualities the bedrock of our business, and you’ll see their positive effects across our full range of our offerings — from asset management to comprehensive Registered Investment Advisory services for financial professionals and their clients.

We’re dedicated to sustaining world-class service through continuous enhancement of our entire suite of solutions and the processes we use to deliver them. The indicators of that dedication are plain to see:

• The positive energy of our service professionals who are devoted to ensuring your every interaction with us ends with a smile.

• The long hours of our research and trading professionals, who understand that behind every dollar they manage is an important life goal for the investor who entrusted their money to us.

We’re deeply honored by the trust and faith financial professionals and their clients place in us to help them navigate the ever-shifting investment landscape, and look forward to building on Hanlon’s reputation as a trusted partner to financial professionals and the investors they serve.



Hanlon Team


Dierdre Downham
Dierdre Downham
Chief Compliance Officer
DDownham@Hanlon.com
Bio
George Peller
George Peller
Co-Chief Investment Officer
GPeller@Hanlon.com
Bio

Dierdre A. Downham
Dierdre A. Downham
Chief Compliance Officer

Email: DDownham@Hanlon.com

Dierdre Downham began her career with the company in 2002. As a member of the Board of Directors and Chief Compliance Officer, Dierdre is responsible for all aspects of the Firm’s compliance program and the supervisory system implementing the program. She works collaboratively as a member of the senior management team providing input with the strategic development of the firm. Prior to joining us, Dierdre worked for eight years for Prudential Securities. Dierdre earned a Bachelor of Arts degree in Marketing from Florida Atlantic University in Boca Raton, Florida.

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George Peller
George Peller
Co-Chief Investment Officer

Email: GPeller@Hanlon.com

George Peller joined Hanlon in 2013 as a Research Associate. As Co-Chief Investment Officer, George heads the Hanlon Investment Committee, which is responsible for the investment decisions in Hanlon’s proprietary portfolio models. In addition, George leads Hanlon’s Investment Research team, which provides market and economic research, and oversees the proprietary and third-party model offerings on the Hanlon Model Marketplace. Prior to joining Hanlon, George specialized in Alternative Investments at BlackRock and Wells Fargo. George graduated with honors, Cum Laude, from La Salle University in 2003 with a major in Finance and a minor in Risk Management and Insurance.

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Denise Verna
Denise Verna
Controller
DVerna@Hanlon.com
Bio
Don Williams
Don Williams
Chief Operating Officer
DWilliams@Hanlon.com
Bio

Denise Verna
Denise Verna
Controller

Email: DVerna@Hanlon.com

Denise Verna joined the company is 2015. In her position of Controller, Denise oversees the finances of the company. Denise became interested in accounting from her 12 years in the banking industry. She graduated from Thomas Edison State College with a Bachelor of Science in Business Administration.

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Don Williams
Don Williams
Chief Operating Officer

Email: DWilliams@Hanlon.com

Don Williams joined the company in 2004 and oversees the Back and Middle office departments of the firm. Don worked for Montauk Financial Group prior to joining us. Don earned a Bachelors degree in Economics from Rutgers College, Rutgers University. He enjoys all outdoor activities, especially golfing and mountain biking.

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Paul_Binnion
Paul Binnion
Chief Revenue Officer
PBinnion@Hanlon.com
Bio
Audrey_Miles
Audrey Miles
Relationship Manager
AMiles@Hanlon.com
Bio

Paul_Binnion
Paul Binnion
Chief Revenue Officer

Email: PBinnion@Hanlon.com

In this role, Paul is responsible for leading the overall direction of the Firm’s distribution strategy while over-seeing the Sales, Key Accounts and Marketing teams in their efforts to build collaborative partnerships with successful financial advisors. Paul has more than thirty years’ experience developing best practices with financial partners and specializes in building and motivating teams to help deliver successful outcomes to financial advisors and their clients. Prior to joining Hanlon, Paul spent twenty-seven years at Clark Capital where he served in roles ranging from Senior Investment Consultant to Executive Vice President of Strategic Planning. During his time with Clark he was responsible in large part for the growth in AUM from $175MM to $18B. Paul earned a Bachelor of Arts degree from Villanova University and holds FINRA Series 7, 6, 63 & 65 licenses. He resides in Villanova, Pennsylvania with his wife and two children. When not working to improve the lives of financial advisors and their clients he enjoys traveling, exercising, all sports and animal welfare.


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Audrey_Miles
Audrey Miles
Relationship Manager

Email: AMiles@Hanlon.com

Audrey is responsible for supporting the Regional Director and Regional Sales Consultant, with an emphasis on customer service, relationship building and retention initiatives. Audrey has been with Hanlon for 16 years and has more than 26 years’ experience in financial services. Prior to coming to Hanlon, Audrey held sales and marketing positions at Credit Suisse-Warburg Pincus Counsellors, Bernstein Macaulay and Smith Barney, in New York. Audrey earned a Bachelor of Arts degree from Howard University and holds FINRA Series SIE, 6TO and 63 licenses. Audrey resides in Brigantine, New Jersey with her husband.

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Aaron_Williams
Aaron Williams
Regional Director
AWilliams@Hanlon.com
Bio
Stacey Mueller
Stacey Mueller
Regional Consultant
SMueller@Hanlon.com
Bio

Aaron Williams
Aaron Williams
Regional Director

Email: AWilliams@Hanlon.com

Aaron’s focus as a Regional Director is on partnering with advisors to help their clients meet and exceed their financial goals. Aaron’s experience in financial services includes syndicate and financial advisory with high-net worth clients, as well as wealth management consulting. Aaron is from Australia and studied at Sydney Business School, before completing his Honors Degree in Finance at Rutgers University. As an international collegiate athlete, Aaron realized that everyone has different circumstances, and thus require their own personalized investment solution. Aaron holds FINRA Series 7 & NASAA Series 66 licenses. Aaron lives in the Midtown Village of Philadelphia and enjoys keeping fit, playing soccer, travelling and photography.

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Stacey_Mueller
Stacey Mueller
Regional Consultant

Email: SMueller@Hanlon.com

Stacey is a Regional Consultant for Hanlon. In this role, Stacey is responsible for partnering with the Regional Director, with an emphasis on cultivating relationships, developing and furthering key relationships, as well as retaining business. Stacey has been with Hanlon since the spring of 2020 and has over 22 years in the financial industry. Prior to joining Hanlon, Stacey has a background in FinTech, as well as wholesaling Managed Money, Mutual Funds, VA, Life and Long Term Care, mostly in the western United States. Stacey attended the University of Toledo and holds several FINRA licenses. Stacey resides in Arvada, CO with her fiancé and daughter.

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Helen Lucht
Helen Lucht
Relationship Manager
HLucht@Hanlon.com
Bio
Carter Hatch
Carter Hatch
Regional Director
CHatch@Hanlon.com
Bio

Helen Lucht
Helen Lucht
Relationship Manager

Email: HLucht@Hanlon.com

Helen is a Relationship Manager for Hanlon. In this role, Helen is responsible for supporting the Regional Director and Regional Sales Consultant, with an emphasis on customer service, relationship building and retention initiatives. Helen has recently joined Hanlon and has over 13 years in the financial industry. Prior to joining Hanlon, Helen held Client Relationship positions at Financial Advisory Services of Tampa, Csenge Advisory Group and Provise Management Group. Helen earned a Bachelor of Science degree from Fontbonne University and holds the designation of Financial Paraplanner Qualified Professional. Helen resides in Tampa, Florida with her husband.


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Carter Hatch
Carter Hatch
Regional Director

Email: CHatch@Hanlon.com

As a Regional Director at Hanlon Investment Management, Carter is responsible for supporting Hanlon’s partnerships with Advisors in their dedication to their clients. Together, Carter and his team partner with financial advisors to provide their clients with a highly personal and customized experience that reflects their individual needs and preferences. Carter and his team assist their Advisor Partners in building their ideal wealth counseling practice, promoting their brand, and supporting advisors with the tools, techniques and degree of service that helps them to focus on their clients’ needs and financial security. Carter believes this approach helps the advisor partners we work with attract, win, and retain high net worth clients. Carter joined Hanlon in February of 2021 with over 25 years of experience in the financial services industry. Prior to joining Hanlon, Carter was a Senior Investment Consultant with Clark Capital for over 15 years. He also served in various roles of increasing responsibility at Curian Capital and Putnam Investments. Carter earned a Bachelor of Science Degree in Business Administration from Salem State University in Salem, MA. Carter holds the FINRA Series 7 and 63 licenses and has earned the AWMA® and AIF® designations. Carter and his wife of 20 years reside in Tampa, FL with their 3 children. When not working Carter enjoys spending time with family and friends, boating, golfing, traveling, and cooking. Mr. and Mrs. Hatch believe in giving back by supporting several ministries through their Church and the Muscular Dystrophy Association.



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Hanlon Research Advisory Board


George Calhoun
Dr. George Calhoun, PhD
Founder & Director of the Quantitative Finance Program & Hanlon Financial Systems Center at the Stevens Institute of Technology (NJ) & Advisory Board Member at Hanlon Investment Management
GCalhoun@Stevens.edu
Bio
German Creamer
Dr. German Creamer, PhD, CFA
Associate Professor – Stevens Institute of Technology School of Business
German.Creamer@Stevens.edu
Bio

George Calhoun
Dr. George Calhoun, PhD
Founder & Director of the Quantitative Finance Program & Hanlon Financial Systems Center at the Stevens Institute of Technology (NJ) & Advisory Board Member at Hanlon Investment Management

Email: GCalhoun@Stevens.edu

Dr. Calhoun has spent 25 years in the high-tech segment of the wireless communications industry. He is a co-founder of InterDigital Communications Corporation (NASDAQ: IDCC), where he was involved for twelve years in the pioneering development of digital cellular technology, including the first systems based on TDMA technology (the architecture underlying approximately 80% of today’s cellular networks). InterDigital currently carries a market capitalization of more than $1.5 billion. Subsequently, he was Vice-Chairman of Geotek Communications, and was Chairman of the company’s engineering joint venture with the Rafael Armament Development Authority, a branch of the Government of Israel, based in Haifa, to develop a spread spectrum frequency-hopping radio system for fleet radio communications. Most recently, Dr. Calhoun was the Chairman and CEO of Illinois Superconductor Corporation (AMEX: ISO), a public company focused on the application of high-temperature superconducting materials and advanced signal processing techniques to the suppression of interference in wireless networks.

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German Creamer
Dr. German Creamer, PhD, CFA
Associate Professor – Stevens Institute of Technology School of Business

Email: German.Creamer@Stevens.edu

Professor Germán Creamer’s research addresses applications of machine learning and social network (business analytics) algorithms to solve business problems, with an emphasis on finance. Among the areas in which he has been active: algorithmic trading, asset pricing based on news and corporate social networks (behavioral finance), energy trade networks, development of balanced scorecard for boards of directors, discovery of organizational hierarchy based on social networks and electronic communications, identity recognition and risk management, forecasting, risk management, and health economics.

In the area of algorithmic trading, Professor Creamer has introduced boosting as a proper method to combine and select financial indicators, and generate trading rules. In the area of asset pricing, he has included social network indicators to forecast price trends. In the area of organizational structures, he has pioneered in the adoption of alternating decision trees to uncover relationships and factors that affect the organizational structure. In the area of identity recognition, he has designed algorithms to identify customers, work that received a patent. The main difference of this approach in contrast to the approach of a typical economist is that his work is data driven, which helps develop systems that can be used by practitioners.

His work has been published in academic and professional journals and presented in conferences. The organizational discovery research was funded by the NSF. Part of his work on news, social networks and prices has been partially funded by a joint project between Stevens and the Department of Defense.

Professor Creamer has been a senior manager in the Risk, Information and Banking Division in American Express where he worked in the enterprise-wide risk management and the information management groups. He has also taught at Columbia University, Tulane University, and in several leading Latin American business schools. Dr. Creamer has been the manager of planning and economic studies at Banco del Pacifico (Ecuador), program officer for the United Nations Development Programme, and economic advisor to the president of Ecuador. He has also consulted for the government of Equatorial Guinnea, several hedge funds and international organizations such as United Nations, World Bank, and US Agency for International Development.


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Hanlon Financial Systems Center at Stevens Institute of Technology

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Contact Us


3393 Bargaintown Road
Egg Harbor Twp., NJ 08234


Phone: 888-641-7100
Fax: 609-601-7171
Email: Sales@Hanlon.com