Anthony Hanna is a financial analyst in the Los Angeles office at Octavia Wealth Advisors, where he supports the firm’s investment research and portfolio management efforts. He conducts financial and industry research, analyzes public companies, builds valuation models, and monitors existing and prospective investments. His work helps provide the investment team with thorough, data-driven analysis to support informed decisions aligned with clients’ long-term financial objectives.
Anthony brings a combination of financial analysis, data analytics, and technical problem-solving skills to his role. He enjoys understanding how businesses and industries operate, identifying the factors that drive financial performance, and using technology and data to make the investment research process more efficient and insightful.
Anthony began his career with Octavia as a wealth management intern before becoming a research analyst and ultimately joining the firm full-time. He also gained experience in real estate investment and development analysis with Crow Holdings and V&V Grupo Inmobiliario.
Anthony earned both his Master of Science in Business Analytics and Bachelor of Business Administration in Finance from Loyola Marymount University, where he also minored in Accounting. While at LMU, he participated in the Student Investment Fund and CFA Institute Research Challenge.
On the personal side
Outside of work, Anthony likes staying active through tennis, pickleball, and hiking. He also enjoys traveling, exploring new restaurants, playing chess, and spending time with family and friends.