Sean Hanlon is CEO and Co-Chief Investment Officer of Hanlon Investment Management, which he founded in 1999.

After graduating from Stevens Institute of Technology (Stevens) in 1980 with a Bachelor of Engineering in mechanical engineering, Mr. Hanlon became a project engineer with Rohm and Haas in Bristol, PA. Two years later, Mr. Hanlon was hired into the training program at Merrill Lynch Global Headquarters in New York City and was assigned to their Atlantic City, NJ branch. Three years later, Paine Webber recruited Mr. Hanlon to open a branch office in Somers Point, NJ in 1986, where he expanded his successful wealth management business.

In 1993, Mr. Hanlon’s entrepreneurial spirit led him to leave Paine Webber and start his own independent firm. In 1999 Mr. Hanlon developed a tactical asset management approach which led to the launch of Hanlon Investment Management (HIM), an SEC registered investment advisor. Expanding on an already successful wealth management practice, HIM expanded into distributing asset management solutions on a wholesale level, where HIM to this day provides investment management services for third-party advisors and their clients.

Today, Hanlon is an innovative wealth management, asset management and services company with both a direct to client wealth management offering and a wholesale institutional asset management platform for non-affiliated, third-party advisors and their clients.

Mr. Hanlon is a member of the Board of Trustees of Stevens and also chairman of the advisory board for the Hanlon Financial Systems Center at Stevens. The Center’s mission is to provide and support faculty, facilities, and labs for educating the students that will become tomorrow’s financial service industry leaders, as well as financial systems research, the development, testing and evaluation of software for financial networks, the investigation of cyber-security challenges in the financial domain, hosting conferences, and much more.

Mr. Hanlon does or has served on the advisory board of financial service companies and investment partnerships and is an active investor in private equity and venture capital.

Married to his wife Cathy in 1990, they have two wonderful, successful adult children, John and Erin, and enjoy spending time with their immediate and extended family, especially at the New Jersey Shore. Mr. Hanlon is an avid golfer and enjoys an active nutrition and exercise program. Giving back through charitable causes is another important aspect of Mr. Hanlon’s life.

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Thomas J. Ericson rejoined the company as Chief Compliance Officer in June 2021. Prior to rejoining, Tom served as the Chief Legal Officer and Compliance Officer for several different Broker Dealers and Investment Advisors. He is a frequent lecturer to producer groups and national associations on compliance related matters. Tom has passed the Pennsylvania Bar exam and Life and Health Agent examinations. He is a graduate of Mercyhurst College with a BA in Accounting and from the Penn State Dickinson School of Law with a JD degree.

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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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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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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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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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Matt Hanlon joined the company in 2021. Matt has served in leadership and managerial roles for several media companies. He has spent his career as an executive in Marketing, Messaging and Media. Matt overseas the quality assurance and distribution of the Hanlon Brand and all company communications.

Matt is a graduate of the University of Scranton in Pa. He lives in Grand Rapids, Michigan and enjoys travel and spending time with his 5 children.

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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 Glassboro State now Rowan University with a Bachelor of Science in Industrial Technology and Graphic Communications Concentration. Michael enjoys spending time with family and close friends. Michael’s interests include sports in general, physical fitness, home improvement, fishing and boating, cooking, photography and world history.

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Sean Hanlon is CEO and Co-Chief Investment Officer of Hanlon Investment Management, which he founded in 1999.

After graduating from Stevens Institute of Technology (Stevens) in 1980 with a Bachelor of Engineering in mechanical engineering, Mr. Hanlon became a project engineer with Rohm and Haas in Bristol, PA. Two years later, Mr. Hanlon was hired into the training program at Merrill Lynch Global Headquarters in New York City and was assigned to their Atlantic City, NJ branch. Three years later, Paine Webber recruited Mr. Hanlon to open a branch office in Somers Point, NJ in 1986, where he expanded his successful wealth management business.

In 1993, Mr. Hanlon’s entrepreneurial spirit led him to leave Paine Webber and start his own independent firm. In 1999 Mr. Hanlon developed a tactical asset management approach which led to the launch of Hanlon Investment Management (HIM), an SEC registered investment advisor. Expanding on an already successful wealth management practice, HIM expanded into distributing asset management solutions on a wholesale level, where HIM to this day provides investment management services for third-party advisors and their clients.

Today, Hanlon is an innovative wealth management, asset management and services company with both a direct to client wealth management offering and a wholesale institutional asset management platform for non-affiliated, third-party advisors and their clients.

Mr. Hanlon is a member of the Board of Trustees of Stevens and also chairman of the advisory board for the Hanlon Financial Systems Center at Stevens. The Center’s mission is to provide and support faculty, facilities, and labs for educating the students that will become tomorrow’s financial service industry leaders, as well as financial systems research, the development, testing and evaluation of software for financial networks, the investigation of cyber-security challenges in the financial domain, hosting conferences, and much more.

Mr. Hanlon does or has served on the advisory board of financial service companies and investment partnerships and is an active investor in private equity and venture capital.

Married to his wife Cathy in 1990, they have two wonderful, successful adult children, John and Erin, and enjoy spending time with their immediate and extended family, especially at the New Jersey Shore. Mr. Hanlon is an avid golfer and enjoys an active nutrition and exercise program. Giving back through charitable causes is another important aspect of Mr. Hanlon’s life.

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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. Prior to joining Hanlon Investment Management, Kevin worked at LPL Financial and helped construct detailed financial plans for high-net-worth individuals. He also has experience working as an Investment Advisor Representative with ING Financial Partners. Kevin is a member of the Hanlon Investment Committee.

Kevin graduated from Monmouth University in 2013 with a major in Finance and Economics.

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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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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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