AMBLER, PA — Lansing Street Advisors expanded its executive and advisory leadership team as registered investment advisory firms compete for high-net-worth clients seeking integrated investment, tax, and business-planning services amid ongoing consolidation in the wealth management industry.
The firm, which manages more than $500 million in assets, announced the appointments of Mike Horwath as chief investment officer, Megan Haller Keenan as chief operating officer, Steve Topley as chief financial officer, and Patrick Greenhalgh as investment advisor representative.
The hires broaden Lansing Street’s investment management, operational, tax, and client advisory capabilities as RIAs continue adding specialized services to differentiate themselves from larger brokerage and private banking competitors.
“We have put a senior team in place to lead the industry in generational wealth planning, tax planning and business exit planning,” Founder and Principal Matt Topley said in a statement.
Horwath joins from Diversified LLC in Wilmington, DE, where he managed teams overseeing more than $3 billion in client assets across private client and institutional portfolios.
His appointment marks the creation of Lansing Street’s first chief investment officer role.
Keenan, who previously held operational leadership roles at broker-dealers, will oversee client service operations, compliance, technology, and investment operations.
Steve Topley joins with experience in accounting, consulting, and small-business advisory services, including prior work at Ernst & Young and Centri Business Consulting.
Greenhalgh previously worked at RBC Wealth Management in Conshohocken as a senior investment associate with The Weierbach Investment Group, focusing on portfolio management and advisory services for high-net-worth families.
“Patrick will be a tremendous asset to the firm when it comes to identifying and engaging prospective high-net-worth families who can benefit from Lansing Street’s institutional-caliber investment approach,” Matt Topley said.
The hiring push comes as wealth advisory firms increasingly pursue integrated financial planning models that combine investment management, tax optimization, estate planning, and business advisory services under a single client relationship.
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