Hannah L. Santy

Principal, Portfolio Manager & Research Analyst @Vigilant Wealth Management

Portsmouth, NH, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Mar 2023 — Present

Principal, Portfolio Manager & Research Analyst @Vigilant Wealth Management

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Portsmouth, NH, US

Vigilant Wealth Management is a private wealth management practice specializing in progressive investment and wealth planning solutions that are tailored to the unique needs of each client. Our purpose is to guide our clients in managing their wealth in such a way that it positively impacts their lives and the lives of future generations. We work with high net worth individuals and families, as well as select non-profit and institutional organizations. Our clients have complex financial situations. In a perfect world, everyone would have a personal CFO to provide peace of mind that their financial affairs are orchestrated and well-managed. That is precisely the role we play in many of our clients’ lives.For additional information and disclosures please visit: June 2023, Vigilant partnered with Hightower Advisors, LLC. Hightower Advisors, LLC is an SEC registered investment adviser. Securities offered through Hightower Securities, LLC. Member FINRA/SIPC.

EDUCATION

2009 — 2013

The George Washington University School of Business

Bachelor of Business Administration (B.B.A.), Finance, Magna Cum Laude

SKILLS

InvestmentsBloombergRetirement Income StrategiesAsset AllocationEquity ResearchKey Person InsuranceFinanceBusiness Succession PlanningInvestment ResearchBusiness Insurance PlanningFixed IncomeWealth AccumulationRetirement PlanningMicrosoft ExcelPortfolio ManagementFactset

ABOUT HANNAH L. SANTY

Vigilant Wealth Management is a private wealth management practice specializing in progressive investment and wealth planning solutions that are tailored to the unique needs of each client. Our purpose is to guide our clients in managing their wealth in such a way that it positively impacts their lives and the lives of future generations. We work with high net worth individuals and families, as well as select non-profit and institutional organizations. Our clients have complex financial situations. In a perfect world, everyone would have a personal CFO to provide peace of mind that their financial affairs are orchestrated and well-managed. That is precisely the role we play in many of our clients’ lives.For additional information and disclosures please visit: June 2023, Vigilant partnered with Hightower Advisors, LLC. Hightower Advisors, LLC is an SEC registered investment adviser. Securities offered through Hightower Securities, LLC. Member FINRA/SIPC.

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Hannah L. Santy — Principal, Portfolio Manager & Research Analyst at Vigilant Wealth Management in Portsmouth, NH, US | Unifers