Lansing Street Advisors, an Ambler, Pennsylvania-based registered investment advisor with over $500 million in assets under management, has announced four key additions to its management team to strengthen its capabilities in investment management, operations, tax planning, and client advisory.
Mike Horwath, CFA, joins as the firm’s first-ever Chief Investment Officer, bringing nearly a decade of experience at Diversified LLC in Wilmington, Delaware, where he led a team responsible for over $3 billion in client assets. Megan Haller Keenan joins as Chief Operating Officer, bringing over 20 years of industry experience across client service, compliance, technology, and investment operations. Steve Topley, CPA, joins as Chief Financial Officer, bringing experience as an auditor at Ernst & Young, a consultant at Centri Business Consulting, and an advisor to small businesses on cash flow management and financial planning. Patrick Greenhalgh joins as Investment Advisor Representative from RBC Wealth Management in Conshohocken, Pennsylvania, where he spent more than four years as a Senior Investment Associate with The Weierbach Investment Group.
KEY QUOTE:
We have put a senior team in place to lead the industry in generational wealth planning, tax planning and business exit planning. Our team of investment professionals, financial planners, and tax planners are rapidly raising Lansing Street client delivery to the next level.
Matt Topley, Founder and Principal, Lansing Street Advisors
