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.

close

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.

close

Eric Schreiner is a Regional Director at Hanlon Investment Management. Prior to joining the Hanlon team in May of 2021, he was a Regional Consultant for a large TAMP from 2006 working with top independent financial advisors throughout the Mid-West. He started his career in the financial industry in 1997 selling life insurance solutions for Zurich insurance. He later became a financial advisor for several years at JP Morgan Chase, where he decided to work with other advisors so he would be able to influence more clients and help advisors build their ideal practice. When not working with financial advisors, he enjoys spending time with his wife, Holly, and their combined 5 children, travel, and cooking.

close

Todd Lantier is a Regional Consultant at Hanlon Investment Management. Todd joined Hanlon in August of 2021 after spending the last six years in private equity real estate, he has over 20 years of financial services experience in retail and wholesale distribution, positioning investment and insurance products to help advisors and their clients reach their financial goals. When Todd is not working with advisors, Todd and his wife enjoy doing home improvement projects, cooking and attending their children’s’ sporting events. Originally from New York, Todd has called Atlanta home for over 20 years.

close

Nick is a Regional Consultant at Hanlon Investment Management and joined the team in October of 2021. Prior to Hanlon, Nick was a member of the Private Wealth Management division at Morgan Stanley. Nick earned his Bachelor of Arts from The University of North Carolina at Chapel Hill, and holds FINRA SIE, and Series 7 licenses.

When not working with financial advisors, he enjoys golf, tennis, and studying history. Nick resides in Tampa, FL and is a member of the St. Nicholas Greek Orthodox Community.

close

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.

close

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.

close

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 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 chairman of the advisory board for the Hanlon Financial Systems Center at Stevens. The Center’s mission is to provide and support the infrastructure, software, hardware, and labs used by faculty and researchers for educating students and doing financial systems research.

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.

close

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.

close

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.

close

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.

close

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.

close