Damien Hanly
Senior Partner & Co-Founder at Rosefinch
- Role
- Registered Investment Advisor at Beacon Global Advisor Network
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
About Damien Hanly
I strive to provide my clients with the best possible advisory experience. I believe that by combining my expertise in US and cross-border financial planning with cutting edge technology, I can deliver an engaging, personalized investment service, tailored to your financial goals and unique circumstances. I provide my clients a white-glove service that\'s enhanced by our relationships with institutional partners that are some of the worlds most highly regarded for custody and investment management. As a US based Investment Advisor Representative with 15 years of experience advising on domestic and overseas assets, I\'m uniquely positioned to be able to bring the value of our US fiduciary advice model to our clients throughout the US and beyond.
Experience
Registered Investment Advisor
Apr 2024 — Present
Education
University of South Florida
BA
2003 — 2008
Skills
- Financial Advisory
- Life Insurance
- Finance
- Estate Planning
- Pensions
- Sipp
- Investment Management
- Banking
- Asset Allocation
- Mutual Funds
- Savings
- Portfolio Management
- Investment Advisory
- Financial Planners
- Cefa
- Inheritance Tax Planning
- Wealth
- Asset Management
- Retirement Planning
- Financial Services
- Qrops
- Retirement
- Bonds
- Strategic Financial Planning
- Acsi
- Income Protection
- Insurance
- Financial Planning
- Wealth Management Services
- High Net Worth Individuals
- Investments
- Investment Strategies
- Alternative Investments
- Wealth Management
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