At Hackmann Wealth Partners we pride ourselves on our individualized relationships with our clients. We consider client relationships to be enduring partnerships in which we provide clients strategic advice on their financial portfolios – throughout their lifetimes. Our committed professional team always puts clients’ interests first and our approach to service is responsive, personalized and high quality. Financial partners for life.
Russell F. Hackmann, CFA, is the president of Hackmann Wealth Partners. Russell has over 25 years’ experience advising individuals and institutions on wealth and risk management. Prior to founding Hackmann Wealth Partners, Russell served as president of Axio Group and Axio Insurance Services, a New York-based securities and insurance distribution company. In addition, Russell served as Global Head of Variable Annuity Reinsurance at Swiss Re and held various executive positions in the derivatives business of Lehman Brothers, Bank of America, and UBS.
Russell earned a bachelor’s degree magna cum laude from the Georgetown University School of Foreign Service, an MBA with high honors from the University of Chicago Graduate School of Business, and also holds the Chartered Financial Analyst (CFA) designation.
Clare Hare MBA is Senior Vice President, Financial Planning, at Hackmann Wealth Partners. Clare prepares comprehensive financial plans to meet client objectives. She provides ongoing support and continuing consultations to help clients achieve long term success with their financial portfolios. Her experience as an independent strategy consultant involved working for a diverse client base ranging from corporate clients to nonprofit organizations and delivering high-quality client service. Previously, she worked as an engagement manager for SVP-Connecticut, a venture philanthropy fund. During her early career, Clare worked in investment banking at Goldman Sachs in the Mortgage and Corporate finance group, and at McKinsey & Co. as a research consultant.
Clare graduated with an MBA in Finance from the University of Chicago and a BS in Applied Math and Economics from Brown University. Clare holds her Series 65 FINRA certification and necessary Life, Health and Accident insurance licenses. Clare is a recently elected member of the Board of Governors of the Brown Alumni Association and has served as its treasurer.
Jeannie Summo is Senior Vice President, Operations, at Hackmann Wealth Partners. In her role, Jeannie plans, coordinates and oversees all operations and activities of the firm – while continually ensuring that client needs and expectations are met with timeliness, professionalism and care.
Prior to joining Hackmann Wealth Partners, Jeannie spent 20 years as a director at PwC LLP, leading countless complex audit projects, preparing detailed internal guidance for implementation by U.S. auditors, and formulating ways to improve the effectiveness and efficiency of technical processes. Prior to PwC, Jeannie served as technical staff to the Auditing Standards Board at the American Institute of CPAs, the chief rule-making body of the auditing profession in the U.S. Throughout Jeannie’s career, she has been dedicated to delivering high-quality operations service, both internally and externally, to large and small, public and private companies in a variety of industries.
Jeannie graduated cum laude with a BBA in accounting from Siena College and is a licensed CPA in New York State.
Jack Young is a Vice President at Hackmann Wealth Partners where he develops complex financial plans for clients and is committed to providing insight and exceptional service to clients. Before joining Hackmann Wealth Partners, Jack worked in the financial consulting division of AXA Equitable, AXA Advisors, LLC where he gained valuable experience working as a financial advisor to institutional, individual, and high-net-worth investors in the Empire NY region. Jack graduated with a Bachelor’s Degree in Business Management from Cazenovia College.
Aidan Reed is a Financial Planning Associate at Hackmann Wealth Partners where he creates detailed financial plans tailored for each individual client and aids in the facilitation of client communication, onboarding and financial plan monitoring. Aidan is working towards his Chartered Financial Planner (CFP) designation and becoming a senior firm financial planner.
Aidan graduated from the University of Virginia with distinction, with Bachelor’s Degrees in Statistics concentrated in Data Science and Music.
Anthony Blye is an Operations Associate at Hackmann Wealth Partners where he provides operational support to the team. Anthony recently graduated from Sacred Heart University with Bachelor’s Degrees in Finance and Economics. He is currently pursuing the Chartered Financial Analyst (CFA) designation and is committed to ensuring exceptional client service and internal operations.