Yukon Wealth Management Team
John R. Hanahan, MBA, AIF®
John Hanahan is the President of Yukon Wealth Management, Inc. a fee-based Registered Investment Advisory firm located in Overland Park, Kansas.
John Hanahan has earned the Accredited Investment Fiduciary® (AIF®) professional designation from Fiduciary360. He has received formal training in investment fiduciary responsibility.
John holds a Bachelor of Science in Business Administration (BSBA) from the University of Kansas and a Masters in Business Administration (MBA) from Rockhurst College, a private Jesuit University in Kansas City.
John started Yukon back in 1994. Prior to that he was a member and local floor trader at the Kansas City Board of Trade.
John was named to the Top 40 Under 40 Class of 2001 in Kansas City's Ingram's Magazine. The award is given each year to 40 "up-and-comers" under the age of 40 in the Kansas City area.
John's firm was named to Bloomberg Magazine's Top Wealth Managers List of 2002 and again in 2003.
John has been the recipient of Kansas City Business Magazine’s Five Star Best Personal Wealth Manager award for 2007, 2008, 2009 and again in 2010. The award is reserved for area wealth managers who deliver the highest levels of client satisfaction. Only the top 2% of wealth managers in the Kansas City area made this list. This is the fifth year that KC Business Magazine has presented the award, and the fourth straight year John has been a recipient.
The award recipients are chosen through a three tiered system. Initially, a survey is mailed to 26,000 high net worth households (those with a net worth in excess of $500,000) in the Kansas City area. An additional 5,000 surveys were sent out to leaders in the financial services industry. The results of these two surveys determine finalists for consideration. The ultimate winners are chosen by a blue ribbon panel of industry leaders. For 2008 only 218 winners were chosen.
He has extensive knowledge in the areas of:
- Financial & Wealth Management Planning
- Asset Allocation,
- Money Management,
- Fixed Income Strategies
- Alternative Investments/Hedge Funds
- Portfolio Recording Keeping and Accounting,
- Incentive and Non-Qualified Stock Option Analysis
- Separately Managed Accounts
- Exchange Funds
- Equity Collars
Director of Operations
Cathy Hollingsworth is our Director of Operations. She is a graduate of Rockhurst University and has a Bachelor of Science in Business Administration with a Major in Accounting.
Cathy worked for seven years as a Certified Public Accountant (CPA) in the Audit Department of Donnelly, Meiners, Jordan & Kline. Upon leaving public accounting, she joined J.C. Nichols Real Estate where she served as Assistant Controller for 2 1/2 years until her family relocated to the state of Washington. Since returning to Kansas, Cathy as worked in the Accounting field preparing monthly financial statements for various companies in the real estate, telecom and hotel industries.
Linda has been in the financial services industry for over twelve years. Linda founded B-Ready Outsourcing in 1998 to provide virtual back-office outsourcing solutions to independent wealth management firms. Prior to founding B-Ready Outsourcing, Linda worked with The Lyons Companies, a small investment advisory firm in Waltham, MA, where she served as Director of Client Investments. Previous to this, Linda worked with Peerman & Davis, a small investment advisory firm in Nashville, TN, where she served as Director of Investment Data Management and Reporting, and managed the firm’s initial implementation of Centerpiece© in 1993. Linda has a B.A. in Medieval English History from Northwestern University and San Diego State University. Linda attained her Series 7 license in 1994, but subsequent to the founding B-Ready Outsourcing, Linda allowed the Series 7 to lapse to avoid any perceived conflict of interest.
- Client reporting and reconciliation
- Account openings
- Asset transfers
- Day-to-day flow of operations