CEG Worldwide Managing Principals

Frederick M. Hanish—Senior Managing Principal

Fred Hanish is an Investment Industry veteran with a unique 27 years of financial advisory business experience. He is the founder and principal of Hanish Investment Partners, LLC, an institutional investment management consulting firm specializing in “best of class” investment and practice management solutions. Institutional investment managers and the financial advisors they serve are a key focus for executing state-of-the-art product and channel strategies, including going up market in the fee-only RIA space. Hanish Investment Partners also provides individual consulting services as a life or executive coach. All Hanish Investment Partners, LLC, consulting services are provided on a limited basis to a select few clients who come to be considered "partners."

Hanish is a former managing director of Russell Investments U.S. Private Client Group. His 13-year tenure with Russell included his being a key leader in a complete business turnaround, guiding a field force of 125 associates to record growth of both net new cash flow and AUM. Hanish, an accomplished conference and industry event public speaker, pioneered Russell’s virtual client service system, ultimately leading to a new national state-of-the-art sales and client service model.

Hanish served Russell as a global operating committee member and is most proud of his seven years as a regional director, partnering with 25 top-tier RIA s who achieved record success.

His experience includes Partners Club production at both Lexington Capital Management, an RIA, and at John G. Kinnard and Company, a regional broker-dealer.

Hanish earned his BA in business administration, economics core from St. John’s University (Minnesota) and holds the Series 24, 7, 63 and 65 licenses from the NASD.