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Natasha Hanan, CFA

Wealth Advisor
Natasha Hanan, CFA headshot

Natasha Hanan, CFA

Wealth Advisor

Natasha is a wealth advisor at PSG and a CFA charterholder. She joined the firm in 2024 and focuses on helping clients reach their financial objectives. She is a member of the Investment Committee.

Prior to joining PSG, Natasha was a consultant focused on growing owner-operated small businesses. Previously, she served as client relationship manager at American Express and investor relations associate at Blackstone.  Natasha has a BA in economics and communications studies from the University of Michigan, Ann Arbor, and an MBA from the Leonard N. Stern School of Business at New York University with specializations in strategy and finance. 

Natasha and her husband live in Westchester County with their three children. She is an active member of her community and serves on multiple committees that share a goal of fostering a warm and inclusive environment. In her free time, Natasha loves to travel as well as plan trips for friends and family.

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Natasha is a wealth advisor at PSG and a CFA charterholder. She joined the firm in 2024 and focuses on helping clients reach their financial objectives. She is a member of the Investment Committee.

Prior to joining PSG, Natasha was a consultant focused on growing owner-operated small businesses. Previously, she served as client relationship manager at American Express and investor relations associate at Blackstone.  Natasha has a BA in economics and communications studies from the University of Michigan, Ann Arbor, and an MBA from the Leonard N. Stern School of Business at New York University with specializations in strategy and finance. 

Natasha and her husband live in Westchester County with their three children. She is an active member of her community and serves on multiple committees that share a goal of fostering a warm and inclusive environment. In her free time, Natasha loves to travel as well as plan trips for friends and family.

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Meet Our Team

Edward L. Scharf headshot
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Edward L. Scharf
Managing Director
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Richard A. Yoken
Managing Director
Catherine (Bobbie) Nacianceno headshot
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Catherine (Bobbie) Nacianceno
Senior Client Services Coordinator
Jacqueline O’Toole headshot
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Jacqueline O’Toole
Director of Operations and Investment Associate
Jacques E. Boubli, CFP<sup>®</sup> headshot
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Jacques E. Boubli, CFP®
Managing Director
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Jay Koehler, CPWA®
Senior Vice President
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Jayndee Castro
Client Services Coordinator
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Laurie Ghali
Chief Compliance Officer
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Lawrence D. Bartimer, CPA
Managing Director
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Marc Connuck, CFA
Research Analyst
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Maritza S. Rivera
Senior Client Services Coordinator
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Natasha Hanan, CFA
Wealth Advisor
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Peter S. Yorkes
Managing Director
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Samarsha Drysdale
Client Services Coordinator
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Thomas M. Zottner, CFA
Managing Director
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The Portfolio Strategy Group, LLC
50 Main Street, Suite 1280
White Plains, NY 10606

914.288.4900 tel
800.535.5110
914.328.6670 fax

info@PSGwealth.com

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