Michael Hanna is an accomplished finance professional with extensive experience in financial advisory services. Beginning a career as a Financial Analyst at Charles Schwab from September 2010 to December 2013, Michael focused on financial modeling, portfolio performance analysis, and tax efficiency planning. Subsequently, Michael joined Merrill Lynch Wealth Management as a Senior Financial Advisor, managing high net worth clients and developing customized investment strategies from February 2014 to June 2018. Currently serving as the Director of Financial Advisory Services at Fidelity Investments since September 2018, Michael leads a team of financial advisors, implementing digital transformation initiatives and cross-generational wealth planning programs. Michael holds an MBA in Finance and Strategic Management from The University of Chicago Booth School of Business and a Bachelor's Degree in Economics from the University of California, Berkeley.
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