Jeff HannaASSOCIATE, WEALTH MANAGER
Jeff Hanna focuses on helping each client create and implement a financial plan that is unique to their circumstances at the Pittsburgh - Carnegie office of Goldman Sachs Personal Financial Management, within the Consumer and Investment Management Division of Goldman Sachs.
He brings over 18 years of experience in the investment industry. Jeff has an extensive background in qualified retirement plan management, fiduciary responsibility, and retirement planning. Prior to joining what is now Goldman Sachs Personal Financial Management, he helped establish and operate the qualified plans department at a prominent local advisor and a regional bank.
Jeff received his Bachelor of Science in Business Finance from the University of Pittsburgh.
A Pittsburgh native, he currently resides in the Highland Park neighborhood of the city with his wife Caitlyn and their daughter Josephine.
Investment advisory services offered by United Capital Financial Advisers, LLC d/b/a Goldman Sachs Personal Financial Management (“GS PFM”), a registered investment adviser and an affiliate of Goldman Sachs & Co. LLC (“GS&Co.”) and subsidiary of The Goldman Sachs Group, Inc. a worldwide, full-service investment banking, broker-dealer, asset management, and financial services organization. Brokerage services offered through GS&Co., member FINRA/SIPC. GS&Co. and GS PFM do not provide legal, tax, or accounting advice. Clients should obtain their own independent legal, tax, or accounting advice based on their particular circumstances.