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. He started his investment career at Merrill Lynch as a financial advisor, and then formed and worked at a Paine Webber branch office as a financial advisor. Sean has led Hanlon Investment Management to become a leading national, vertically integrated provider of investment management and financial planning for individuals, families, businesses and other investment entities, and the financial advisors who serve them. These services are delivered through the combination of a highly skilled and caring team with the comprehensive, all-on-one, Hanlon Advisory Software solution that delivers all the wealth management solutions and tools an advisor needs to be success.

Sean is an active investor in, and serves as an advisory to, numerous venture capital and private equity investments. Sean has also served on the advisory board of multiple financial services companies.

Sean is a member of Stevens Institute of Technology Board of Trustees and is Chairman of the Advisory Board for the Hanlon Financial Systems Center at Stevens. He earned a B.E. in Mechanical Engineering from Stevens and earned the 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 wonderful, successful adult children, John and Erin, and enjoy spending time with their immediate and extended family, especially at the beach in New Jersey. Sean is an avid golfer and enjoys an active exercise program.

Sean and Cathy believe in giving back, and through the Sean and Cathy Hanlon Foundation support many worthy causes including hunger, education, health, veterans, homelessness, animal rights 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 technology solutions 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.

• The commitment of our tireless developers, who never stop pushing our technology solutions toward the cutting edge.

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 Leadership Team


Christopher Adamo
Christopher Adamo
Chief Compliance Officer & Senior Counsel
CAdamo@Hanlon.com
Bio
Nathan Berk
Nathan Berk
Chief Information & Platform Officer
NBerk@Hanlon.com
Bio

Christopher Adamo
Christopher Adamo
Chief Compliance Officer and Senior Counsel

Email: CAdamo@hanlon.com

Chris Adamo began his Compliance career in 2000 and was named the company’s Chief Compliance Officer and Senior Counsel in January 2018. Chris began his compliance career as a Special Investigator for FINRA. Prior to joining the company, Chris spent a combined ten years at Lord Abbett & Co. and Legg Mason Global Asset Management where he focused on compliance matters related to investment advisers, investment companies and fund distribution. Chris graduated from Villanova University and earned his law degree from Brooklyn Law School.

Chris enjoys spending time with his wife and three sons and serves on the Board of Trustees for the Community Christian Choir in Trenton.

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Nathan Berk
Nathan Berk
Chief Information & Platform Officer

Email: NBerk@Hanlon.com

Nathan Berk joined the company in 2010. As the Chief Information and Platform Officer, he is responsible for formulating the strategic information technology goals and plans for the company and leading the implementation through the direct management of the technical teams. He is also responsible for developing the overall corporate IT mandate of the company and ensuring the mandate is met. Prior to joining us Nathan held the role of Vice President of Sales and Marketing and General Manager of Omicron Consulting, LLC. At Omicron Nathan focused on managing the daily operations of Omicron, set the firm’s overall strategic direction and managed Omicron’s sales and marketing teams. Nathan began his career in technology over 20 years ago as an Engineer for Atlantic Electric. Nathan obtained a BS in Electrical Engineering from Drexel University in 1992 and received a Masters in Business Administration (MBA) from Rutgers in 2001 where he graduated with Honors.

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Dierdre Downham
Dierdre Downham
Chief Administrative Officer
DDownham@Hanlon.com
Bio
Heather Goodwin
Heather Goodwin
Director of Operations
HGoodwin@Hanlon.com
Bio

Dierdre A. Downham
Dierdre A. Downham
Chief Administrative 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 Administrative Officer, Dierdre provides oversight and direction related to administrative functions, health, safety and environment, and human resources. She supervises the office staff and works collaboratively as a member of the senior management team providing input with the strategic development of the firm. Prior to joining Hanlon, 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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Heather Goodwin
Heather Goodwin
Director of Operations
Email: HGoodwin@Hanlon.com

Heather Goodwin began her career with the company in 2006. As the Director of Operations she is responsible for the management of our Service Team, as well as the Operational Support and Quality Assurance departments. Prior to joining us, Heather worked for five years running an advisor’s office at Edward Jones. Heather graduated Cum Laude from Messiah College in Grantham, Pennsylvania with a Bachelor of Science in Biology/Education.

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Andrew Hanlon
Andrew Hanlon CAIA
Advisory Director
AHanlon@Hanlon.com
Bio
George Peller
George Peller
Co-Chief Investment Officer
gpeller@Hanlon.com
Bio

Andrew Hanlon CAIA
Andrew Hanlon CAIA
Advisory Director

Email: AHanlon@Hanlon.com

Based in northern New Jersey, Andrew Hanlon is an Advisory Director for Hanlon Investment Management serving the Eastern United States, handling all aspects of the sales efforts for the firm by meeting advisors and introducing them to the Hanlon Story. Andrew is a Chartered Alternative Investment Analyst, (CAIA). Andrew has over 25 years’ experience in the financial services industry including 18 years of Wall Street experience. Prior to joining the firm, he was a Pension Fund Investment Consultant, a specialist and market-maker on the New York Stock Exchange (member), American Stock Exchange (member) and New York Futures Exchange (member). Andrew studied Economics at Fordham University. He enjoys golfing and skiing.

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Rushi Patel
Rushi Patel
Director of Application Development
RPatel@Hanlon.com
Bio
Denise Verna
Denise Verna
Controller
DVerna@Hanlon.com
Bio

Rushi Patel
Rushi Patel
Director of Application Development

Email: RPatel@Hanlon.com

Rushi Patel began his career with the company in 2012 as a Software Engineer. In his current role as the Director of Application Development, he oversees all aspects of the software development life cycle. He works in partnership with Infrastructure and Product Management to deliver innovative solutions. Prior to joining us, he worked as a Software Engineer at Home Depot. Rushi graduated from Georgia State University in 2012 with a Bachelor of Science in Computer Science.

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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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Carmine Turso
Carmine Turso
Trading Manager
cturso@Hanlon.com
Bio
Don Williams
Don Williams
Chief Operating Officer
DWilliams@hanlon.com
Bio

Carmine Turso
Carmine Turso
Trading Manager

Email: CTurso@Hanlon.com

Carmine Turso joined the company in 2011. Carmine is the Trading Manager overseeing the Brokerage, Hanlon Mutual Fund and Variable Annuity business. Prior to joining, Carmine worked in the Broker Dealer and Mutual Fund industry for 20 years. He worked as a Product Manager at UBS and was Assistant VP of Broker Dealer Services for Merrill Lynch Investment Management and Blackrock Inc.. He attended Fairleigh Dickinson University. In his spare time, he enjoys coaching his two sons in Little League Baseball and Recreation Basketball. Carmine is a Youth Ministry Leader at Bayside Chapel in Barnegat.

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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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Wade Waller
Wade Waller CFP®
Chief Product Officer
wwaller@Hanlon.com
Bio

Wade Waller CFP<sup>®</sup>“></br><span style=Wade Waller CFP®CA
Chief Product Officer

Email: WWaller@Hanlon.com

In March 2002, Wade joined Interactive Advisory Software (IAS) as our first Customer Support Representative. Using his past experiences working as an Associate Financial Planner and Income Tax Preparer, Wade has been instrumental in establishing a common customer experience and delivery of a consistent high level of support, which today are considered company differentiators and core competencies. Over the years, Wade has been a major leader in our company. In August 2016, Wade was appointment to Chief Product Officer leading a collaborative effort to set a strategic direction for the platform. Wade also manages the client relationships of the firm through the Customer Support team and directly manages the Product Management team who define the direction of our platform’s functionality and services. Wade graduated from Georgia Southern University with a degree in Finance and is a Certified Financial Planner™, Chartered Financial Consultant™, and Chartered Life Underwriter™.


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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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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