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Hannah Shaw Grove

Senior Executive, Foundation Source

Hannah Shaw Grove is a senior executive at Foundation Source, the nation’s largest provider of support services to private foundations. The firm works in partnership with financial and legal advisors as well as directly with individuals and families.

Hannah’s Recent activity

Staying Connected
Jan 01, 2003
If financial advisors need yet another reminder about the importance of contacting clients, here it is: In our study of affluent investors conducted in late October, almost half of the respondents said they had...
Building a Wealth Management Team
Sep 01, 2002
By now, you've heard all the arguments for becoming a wealth manager. But transforming yourself from a transaction-based broker to a more consultative and potentially more profitable financial advisor is easier...
Reps Rank at the Top of the Wealth Management Food Chain
Jun 01, 2002
In recent years, there's been considerable strategizing and a lot of hand wringing among registered reps over the flood of new competitors to the wealth management business. Accountants, private bankers, lawyers and...
At Their Service
Feb 01, 2002
Once investors reach millionaire status, they develop a completely different attitude toward their portfolios. Mutual funds are well and good for people who still have six-figure estates, but once they cross into...
Wealth Advisor: The Search for Middle Class Millionaires
Jan 01, 2002
As they set their sights on wealthier clients, the financial services industry and independent reps are combing the countryside for pockets of newly affluent investors whom they can appeal to and work with. There are...