LOS ANGELES, March 30, 2017 /PRNewswire/ -- Matthew R. Hanson, former managing director of institutional sales at John Hancock Investments, has taken on a new role as senior wealth advisor in the recently opened Boston office of Kayne Anderson Rudnick (KAR). He will report toStephen A. Rigali, Executive Managing Director.
"Matthew's impressive track record of working with the institutional market and his extensive knowledge of investment management makes him an ideal choice for KAR, which has built its wealth management reputation on the strength of its investment expertise, arming investors with much more than the standard tax and planning advice," said Rigali.
Hanson's appointment marks KAR's expansion to the East Coast, broadening its reach to Boston, Chicago, Connecticut and New York. The firm was founded in 1984 by Richard Kayne, a top investment manager, and John Anderson, a well-known businessman, Forbes 400 billionaire, and named benefactor of the Anderson School of Management at the University of California, Los Angeles. Over the years, KAR has built successful wealth advisory and investment management divisions.
Hanson joins KAR with over a decade of experience in business development and relationship management at John Hancock. He served in his previous role since 2011, focusing on the marketing and sales of mutual funds and separately managed accounts. During that time he significantly grew John Hancock's mutual fund and ETF Institutional advisory business on the west coast, developing sustainable, long-term business relationships for the firm.
"I have spent much of my career building and nurturing relationships with institutions and wealth management intermediaries in my sales role at John Hancock, observing how people connect to various investment strategies," Hanson said. "I'm now positioned to draw on that experience to work with investors here at KAR, where advisors have a long history of dynamic investment management expertise, including tax and financial planning."
Hanson received his Bachelor of Science in Business Administration from the University of Vermont. He is a Chartered Retirement Planning Counselor (CRPC) and holds the Series 6, 7, 63 and 65 FINRA licenses.
About Kayne Anderson Rudnick Kayne Anderson Rudnick is a boutique investment and wealth advisory firm founded in 1984 to manage capital for its founders, including John Anderson (a Forbes 400 billionaire and the benefactor of UCLA's Anderson School of Management). With offices in Los Angeles, San Francisco, Salt Lake City, Denver and Boston, and $12.8 billion in assets under management, the company manages assets for both high-net-worth and ultra-high-net-worth individuals as well as institutional clients. With over 30 years of experience, the firm is known for its commitment to high quality in its business practices, investment strategies and wealth solutions.