Lansing Street Advisors Bolsters Management Team with Four Key Hires
Lansing Street Advisors Bolsters Management Team with Four Key Hires
Deep expertise in private client and institutional portfolios, operations, tax optimization, small business consulting, and client relations
AMBLER, Pa.--(BUSINESS WIRE)--Lansing Street Advisors, an Ambler, Pennsylvania-based registered investment advisor with over $500 million in assets under management, announced four key additions to its management team: Mike Horwath, CFA, Chief Investment Officer; Megan Haller Keenan, Chief Operating Officer; Steve Topley, CPA, Chief Financial Officer, and Patrick Greenhalgh, Investment Advisor Representative.
“We have put a senior team in place to lead the industry in generational wealth planning, tax planning and business exit planning,” said Matt Topley, Founder & Principal of Lansing Street Advisors.
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“We have put a senior team in place to lead the industry in generational wealth planning, tax planning and business exit planning,” said Matt Topley, Founder & Principal of Lansing Street Advisors. “Our team of investment professionals (CFA), financial planners (CFPs), and tax planners (CPA) are rapidly raising Lansing Street client delivery to the next level.”
As the firm’s first Chief Investment Officer, Horwath’s hiring “marks a significant milestone in the firm's continued growth and underscores its commitment to delivering institutional-caliber investment management to the high-net-worth individuals and families it serves,” noted Topley. Horwath joins Lansing Street from Wilmington, Delaware-based Diversified, LLC, where he spent nearly a decade leading a team responsible for over $3 billion in client assets. During his tenure at Diversified, Horwath built deep expertise across the full spectrum of private client and institutional portfolios, spanning a wide range of risk profiles, investment solutions and levels of complexity.
As Topley stated: Horwath’s experience managing billions in client assets — across every dimension of risk and complexity — “strengthens our ability to serve the sophisticated needs of our existing clients while positioning us to welcome new families and institutions to the firm."
As Chief Operating Officer, Keenan runs the operational backbone of this rapidly growing RIA, project managing firm-wide initiatives that span client service, compliance, technology, and investment operations. She brings over 20 years of industry experience to the role, having stewarded billions in client assets across her career. "Megan's leadership fosters a growth-oriented and collaborative environment, supporting both her team and the firm's overall goals," observed Topley. Previously, Keenan served as a Business Service Manager and Senior Branch Operations Assistant at two broker-dealers, where she delivered tailored financial services, managed regulatory compliance, trained and coordinated staff, and drove business productivity through data analysis.
“Steve [Topley] brings a diverse financial background to Lansing Street Advisors, with experience as an auditor at Ernst & Young, as a consultant at Centri Business Consulting, and as an advisor providing strategic services to small businesses including cash flow management and financial planning,” noted Matt Topley. "Further, Steve's expertise in accounting and tax efficiency brings a wealth of knowledge to our Real Estate Fund and provides our clients with accurate accounting data, optimized tax strategies, and business planning solutions," Matt Topley added.
Greenhalgh joins Lansing Street from RBC Wealth Management in Conshohocken, Pennsylvania, where he spent more than four years as a Senior Investment Associate with The Weierbach Investment Group. With a strong foundation in portfolio management, client advisory, and the delivery of tailored financial solutions for high-net-worth individuals and families, Greenhalgh will focus on deepening existing relationships with Lansing clients and driving strategic growth for the firm.
“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,” noted Topley. “His hiring reflects the firm’s continued momentum and its commitment to broadening its reach beyond the greater Philadelphia area.”
About Lansing Street Advisors
Lansing Street Advisors is a registered investment advisor headquartered in Ambler, Pennsylvania. Established in 2020, the firm provides comprehensive wealth management and investment advisory services to high-net-worth individuals, families and institutional investors throughout the greater Philadelphia area. Founded on the three pillars of transparency, integrity and education, Lansing is committed to diversifying and strengthening its clients’ wealth while improving cash flow, tax outcomes, investments, and lifestyle. Lansing Street Advisors is a registered investment adviser with the SEC. Registration of an investment adviser does not imply a certain level of skill or training.
Contacts
For more information contact:
Michael Topley, CFP®
215-718-2063 | mike.topley@lansingadv.com
