At RZH Advisors we have three principals: Carl Zuckerberg, Dana Hanson, and Spencer Cooper. Although each has individual areas of expertise and is responsible for different components of our services, they collaborate closely on almost every aspect of a client’s plan and portfolio.
This allows for differing perspectives and ideas as well as collective knowledge and skills. The seamless manner in which our principals collaborate and the extent to which they coordinate their efforts helps our clients meet their goals and is an important way in which RZH Advisors stands apart as a wealth manager.
Lauren joined RZH Advisors in December 2020 as a Senior Financial Advisor. Prior to RZH, Lauren spent 10 years at Ayco/Goldman Sachs delivering strategic wealth management advice to high-net-worth clients. Lauren was a vice president in the Goldman Sachs Family Office where she was directly responsible for helping the company’s most senior partners manage their financial affairs. Lauren has extensive experience in all areas of financial planning including taxes, estate planning, wealth transfer, investment management and retirement planning. She loves connecting with her clients and is always there to help make those important life decisions. She works closely with Dana, Carl and Spencer in developing comprehensive financial plans for our clients.
Lauren received her Certified Financial Planner designation (CFP) in 2014. She graduated from The College of Saint Rose where she earned her BA in History/Political Science and an MBA in Finance.
An accomplished lifelong soccer player, Lauren was the goalie for Saint Rose and achieved Scholar All-American honors, she also coached the team to their first National Championship. She was inducted into the Saint Rose Hall of Fame and serves on the Golden Knights Advisor Council.
Chris is an astute financial analyst whose primary responsibilities are investment research, portfolio management, and trade execution. In addition to performing due diligence on current holdings, he works closely with Carl Zuckerberg and Spencer Cooper to evaluate investment ideas, strategies, and portfolio managers.
Chris speaks often with leading portfolio managers and is involved in the firm’s portfolio construction process. This includes creating disciplined, globally diversified portfolios that help achieve clients’ long term goals with the appropriate risk-adjusted returns.
A graduate of New Mexico State University, which he attended on a baseball scholarship, Chris received a BA in Finance with Honors. In addition, he made the Academic All-Conference team annually, and was the recipient of the University’s Peter Wichert Award for Outstanding Achievement in Finance. In his free time, Chris and his wife enjoy traveling, outdoor activities, music concerts, and stand-up comedy.
Breanna Gabriel joined RZH Advisors as a Financial Associate in June 2020. In her role, she is collaborating with the RZH team to help empower our clients as they enjoy their wealth confidently. Breanna works with Dana and Spencer to construct client plans and monitor them on an ongoing basis. Her attention to detail and tax expertise helps her navigate our client’s intricate financial situations.
As an accountant, she has experience providing tax planning for both individuals and corporate clients. She has over eight years of experience handling complex individual, corporate, partnership and estate tax returns.
Breanna received a BA from the University of Connecticut, her Post-Baccalaureate Accounting Certificate from Fairfield University and her MBA from Southern New Hampshire University. As the daughter of a retired naval submarine captain, Breanna has grown up all over the United States but considers Connecticut as her home state. She loves acrylic abstract painting, traveling and attending concerts.
Every company has that “go-to” person who can always be relied on when something must get done. At RZH Advisors, that person is Susan Ecker. As the firm’s Client Services Manager, she’s the primary contact for all our clients and handles any and all servicing matters regarding their RZH experience.
Susan is dedicated to assisting clients and to making sure day-to-day transactions and account documentation are taken care of in a timely manner. She takes tremendous pride in her work and greatly values the relationships she’s developed with RZH’s clients and business partners.
A native of New York City, Susan graduated from the University of Maryland. She enjoys a spirited game of tennis (she’s played with the same group for 18 years) and is an avid reader and animal lover. Susan also enjoys going to museums, loves spending time with her son and friends, and volunteers at a local nursing home.
Candice Fallon joined RZH in December 2019 as a Client Services Associate. Candice is super-organized and can multitask like the best of them, and always with a smile. As a Client Services Associate, she works closely with Susan to ensure that our clients receive the attention they need. Her number one priority is making sure our clients come first.
Formerly, Candice was a Trust Administrator at Union Savings Bank. She loves working with clients and helping them navigate the administrative aspects of their everyday finances. Candice is a true team player, offering to help whenever needed.
Candice grew up in New Jersey and moved to Connecticut in 1999 where she now lives with her family. She loves to support her children in their many activities. She also volunteers within her community, consistently serving on the chairing committee for Relay for Life. With her spare time, she loves to be outdoors with her family and friends. Best of all, Candice is well-known for her delicious banana bread, both with and without chocolate chips!
In 2016, RZH Advisors became an even more efficiently run business when Jane Michener joined as Director of Operations. In that role, she helps lead the company’s business operations, technology, marketing, and communications.
Prior to RZH Advisors, Jane worked at BNY Mellon for nearly nine years, rising to the position of VP, Global Marketing. There she focused on corporate branding, quality assurance, asset management communication, and international private client services.
Born and raised on Long Island, Jane graduated from Lafayette College (Easton, PA) with a BA in Business Economics. She is married with three delightful and energetic young children. In her spare time, Jane enjoys cheering at their many sporting events, running, golf, and cooking. She also volunteers for many school events and at the local library.
Want to know what the 3- and 4-letter designations after the names of our principals mean?