Hannah Shaw Grove

Chief Revenue Officer

AT APEX

In her role as Chief Revenue Officer, Hannah is responsible for overseeing all marketing, sales, business development, and revenue operations functions at Apex. She is focused on driving new client acquisition while accelerating growth and reinforcing Apex’s position as a leader in digital wealth.

BEFORE APEX

Before joining Apex, Hannah was CMO at iCapital Network, a financial technology platform that simplifies access to alternative investments. Prior to that, she spent eight years consulting to private clients and family offices while conducting and publishing seminal research on the high-net-worth markets. Hannah is the author of 11 books, a founder of Private Wealth magazine and has been a regular contributor to Forbes.com, Robb Report, Worth, and other well-known publications. Previously Hannah was Managing Director and Chief Marketing Officer of Merrill Lynch Investment Managers (acquired by BlackRock) and held strategic management roles at Prudential Financial and Fidelity Investments.

Hannah graduated cum laude from Harvard University with an ALB in humanities.

OUTSIDE OF THE OFFICE

Hannah’s free time is spent sharpening her gardening, vegetarian cooking and tennis skills in between rewriting screenplays and vacuuming dog hair.

December 19, 2019 in BLOG

Failing to implement a multi-gen strategy can hurt firm valuations: Apex Clearing white paper

Wealth advisors who fail to use a multi-generational strategy and neglect the needs and expectations of younger clients could find the value of their practice at risk, according to our…
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October 21, 2019 in VIDEOS

CRO Hannah Grove on Millennial Investing Habits

“As advisors are thinking about the succession of their practice and the expansion of their business over time, they should be thinking of millennials as target clients, today.” Hear more…
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