Hannah Merson
Business Development @Addepar
Signup · Get unlimited contacts
WORK HISTORY
Business Development @Addepar
New York, NY, US
Supporting growth across wealth management, family offices, and institutional clients. Partner with advisors and firms to understand complex investment reporting and data needs, helping demonstrate how Addepar’s technology enables better decision-making, transparency, and scale.• Drives business development initiatives to enhance investment decision-making for private banks and wealth management firms. • Collaborates with cross-functional teams to create tailored solutions for clients, optimizing portfolio outcomes. • Engages with stakeholders to identify opportunities for growth and foster long-term partnerships.
EDUCATION
St. Lawrence University
Bachelor's degree, Pre-Law Pre-Professional Program, Rhetoric & Communications Studies, Film & Representation Studies
ABOUT HANNAH MERSON
With extensive experience in finance and investment research, I currently contribute to Addepar as a Business Development professional, where I am dedicated to empowering private banks, single and multi family offices, institutions, and wealth management firms to make strategic investment decisions. My mission aligns with Addepar\'s goal of driving greater portfolio outcomes by delivering smart, data-driven solutions. I bring a collaborative approach, utilizing financial insights and analytical skills to support clients in achieving measurable success. At Addepar, I work closely with teams to identify opportunities that enhance decision-making strategies and optimize investment outcomes. My prior role as an Associate Advisor at AlTi Tiedemann Global honed my skills in wealth management and delivering tailored client solutions. Through a combination of strategic planning, financial acumen, and a commitment to client success, I aim to create meaningful impact within the financial services industry.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.