Before joining Monterey Private Wealth in February 2016, Hannah worked as an Analyst for a boutique corporate advisory firm in San Francisco specializing in corporate governance, activism, and contested M&A issues facing public companies. Hannah is a member of the Board of Directors of Hospice Giving Foundation and serves on the Investment Advisory Committee and Programs & Grants Committee of the Foundation. In addition, Hannah is a member of the Rotary Club of Carmel-by-the-Sea and served as club Treasurer for two years. Hannah’s role as Senior Wealth Manager focuses on financial planning and investment management for individual clients and foundations.