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Hannah Shaw Grove

Chief Marketing Officer

As Chief Marketing Officer, Hannah Shaw Grove is responsible for all aspects of the firm’s marketing activities with an emphasis on raising awareness of the firm and its expertise among philanthropists, the financial, tax and legal professionals in their ecosystem and the broader philanthropic sector. Her mandate encompasses brand development, lead generation and engagement, content strategy and development, media relations and marketing operations.

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 research-based books and hundreds of reports and articles on a wide range of topics pertaining to the creation, management, disposition and transfer of wealth.

Her writing on family offices has been translated into Chinese and Japanese and she has spoken on topics related to the high-net-worth markets at Columbia University’s Center for the Study of Wealth and Inequality and as a repeat guest lecturer at The Wharton School of the University of Pennsylvania.

She is a founder of Private Wealth magazine and has been a regular contributor to Robb Report Lifestyle, Worth, Elite Traveler,, Financial Advisor, and Financial Planning. Previously Ms. Grove has been the Chief Marketing Officer at two successful fintech startups – iCapital and Apex Clearing – and one of the largest asset managers in the world, Merrill Lynch Investment Managers (prior to its acquisition by BlackRock). She has also held strategic management roles at Prudential 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.