Jennifer HanauPresident, RIA & Branches Channel at Cetera Financial GroupSpeaker
Profile
Jen Hanau is President of the RIA & Branches Channel at Cetera Financial Group, where she drives strategy and execution across three distinct communities: Cetera Investors, which offers advisors “turnkey” independence through a branch model; the W2 community, which includes Avantax Planning Partners and The Retirement Planning Group, RIAs that acquire firms seeking succession or monetization and employ growth-focused advisors; and RIA Blueprint, a platform that delivers custody, clearing, integrated technology, and execution-level compliance and marketing support to independent RIAs.
She previously served as National Managing Director, Head of Mariner Independent, and held leadership roles at Fidelity Investments and Charles Schwab. She holds a bachelor’s degree in finance from the Gies College of Business at the University of Illinois Urbana-Champaign.
Jen lives in Boulder, Colorado with her husband, two kids, and two dogs. In her spare time, she loves to ski, hike, and travel the country in her camper van
Agenda Sessions
Beyond Acquisition: Mastering Internal Growth Strategies for Market Leadership
, 3:40pmView Session