Hannah Verdi

As Vice President and Director of Business Development & Operations at Coleman Financial Advisory Group LLC, Hannah plays an integral role in the firm’s planning process, partnering closely with advisors to develop thoughtful, customized strategies for each individual client. With a strong ability to translate complex data into clear, actionable insights, Hannah helps drive a more informed decision-making process across the firm. 

Furthermore, Hannah oversees the firm’s business development and operational initiatives, leading efforts to strengthen client service, deepen relationships, build strategic partnerships, and support the firm’s continued growth. Her unique blend of technical expertise and strategic vision makes her a key contributor to both client success and the firm’s evolution.

Prior to joining the firm, Hannah worked as a key member of the Investor Relations and Business Development team at a private equity firm based in New York, NY. Prior to that, Hannah worked as a Senior Consultant at FactSet where she managed the firms New York City relationships with investment banks, sell-side research firms, and private equity firms. 

Hannah earned a Bachelor of Science in Finance with a double minor in Economics and Digital Analytics from the University of Connecticut, School of Business. Hannah holds her Series 7, 63 and 66 registrations through LPL Financial, along with her Life and Health Insurance license. 

Outside of work, Hannah enjoys life as a proud twin mom and loves exploring new coffee shops, always on the hunt for her next favorite spot.