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Hannah Shaw Grove

Chief Marketing Officer

As Chief Marketing Officer, Hannah Shaw Grove is responsible for developing the marketing strategy and corporate brand identity to align with the strategic vision of the company. She is also responsible for all aspects of the firm’s marketing activities: raising awareness of Foundation Source’s expertise and services with philanthropists, financial advisors, attorneys, accountants, family offices, the philanthropic sector, and the media.

Ms. Grove has spent three decades studying and working with successful families, family offices, and their closest advisors on achieving their wealth management priorities. She is the author of 11 books, a founder of Private Wealth magazine, and has been a regular contributor to, Robb Report, Worth, and other well-known publications. Previously Ms. Grove has been the Chief Marketing Officer at Apex Clearing, iCapital Network, and Merrill Lynch Investment Managers (acquired by BlackRock). She has also held strategic management roles at Prudential Financial and Fidelity Investments.

Ms. Grove graduated cum laude from Harvard University with an ALB in humanities and holds the FINRA Series 6, 7, 24, 26 and 63 licenses.