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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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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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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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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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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Michael joined Hanlon Investment in 2015. Michael has 23 plus years of experience in the marketing and communications field. Michael is a graduate of Rowan University with a Bachelor of Science in Industrial Technology and Marketing and Communications Concentration. Michael’s interests include fitness, home improvement, fishing and boating, photography and history.

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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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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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Kevin Adams joined Hanlon Investment Management in 2014 as a Trading Associate and quickly transitioned into the Investment Research Department. He has approximately 5 years of investment experience, including time as an Investment Advisor Representative with ING Financial Partners. Kevin is a member of the Hanlon Investment Committee. Prior to joining Hanlon Investment Management, Kevin worked at LPL Financial and helped construct detailed financial plans for high-net-worth individuals. Kevin graduated from Monmouth University in 2013 with a major in Finance and Economics. Kevin is a Level III CFA candidate.

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Anthony Petracci joined the Hanlon team in 2015.In his current role as an Investment Research Associate, he handles daily responsibilities of the Investment Research Team, onboards and manages relationships for Model Managers on the Model Marketplace, and provides portfolio management support. Anthony graduated from West Virginia University in 2014 with a Bachelor’s degree in Finance.

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Chip Seybel has served professionally in the investment management industry for over a decade, with the majority of those years engaged in buy-side equity trading. Chip joined Hanlon in 2015 as a Trading Associate and joined the Investment Research team in 2017.Chip graduated from Flagler College with a Bachelor’s degree in Business Administration with a minor in Finance. Chip has completed all three levels of the Chartered Financial Analyst exam and holds his CFA designation.

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Craig Regan joined Hanlon as a member of the Trading Department in 2016 where along with serving as the Lead Trading Associate, he went on to join the company’s Research Team. Craig’s direct responsibilities are in the facilitation of all trade related matters, with knowledge & communication in both areas being key to ensure success.

Prior to joining us, Craig spent over fifteen years at the Philadelphia Stock Exchange, and with him brings a vast amount of experience and knowledge on all levels where he worked as an on-floor Market Maker, Registered Options Specialist and Clearing Firm Manager.

Craig also enjoys life, his main interests include spending time with his family (dogs included), chess, comic-conventions, food, movies, and if there is any time, jujitsu.

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