Lansing Street Advisors Fortifies Leadership for Aggressive Growth

AMBLER, PA – April 29, 2026 – Lansing Street Advisors, a rapidly expanding investment advisory firm based in Ambler, has announced a significant bolstering of its executive ranks with four key leadership hires. The move, which includes the appointment of the firm’s first Chief Investment Officer, a new Chief Operating Officer, a Chief Financial Officer, and an Investment Advisor Representative, signals an aggressive strategy to scale operations and deepen its expertise for a high-net-worth clientele.

Since its founding in 2020, the firm has seen remarkable growth, swelling its assets under management (AUM) to over $500 million. This strategic hiring spree is designed to build the institutional-grade infrastructure necessary to manage its current trajectory and compete in the crowded Philadelphia wealth management landscape.

Scaling Up in a Competitive Arena

Lansing Street's rapid ascent from its 2020 inception is notable. The firm's AUM grew from approximately $160 million in mid-2022 to its current reported level of over $500 million, a testament to its appeal in the marketplace. However, this period of fast growth has not been without scrutiny. In July 2023, the firm entered into a Consent Agreement and Order with the Pennsylvania Department of Banking and Securities. The state investigation found that Lansing Street Advisors had operated in violation of the Pennsylvania Securities Act of 1972 by inaccurately stating on its regulatory filings that it did not maintain custody of client funds between September 2020 and January 2021. The firm resolved the matter by agreeing to the order's terms without admitting or denying the allegations.

By installing a seasoned C-suite, Lansing Street appears focused on solidifying its operational and compliance framework to support its next phase of growth. The firm operates in a region dominated by financial titans, including multi-billion dollar players like myCIO Wealth Partners, Wescott Financial Advisory Group, and Glenmede. This latest talent acquisition underscores a clear ambition to carve out a larger share of the market by offering sophisticated services that rival those of its larger competitors.

“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, in a statement. “Our team of investment professionals (CFA), financial planners (CFPs), and tax planners (CPA) are rapidly raising Lansing Street client delivery to the next level.”

Assembling an Institutional-Caliber Team

The four new hires bring a wealth of experience from established financial institutions, reflecting a deliberate strategy to import proven expertise.

The appointment of Mike Horwath, CFA, as the firm’s first Chief Investment Officer is perhaps the most significant milestone. Horwath joins from Diversified, LLC, where he spent nearly a decade and led a team overseeing more than $3 billion in client assets. His background, which also includes roles at The Vanguard Group and SEI, provides Lansing Street with institutional-level portfolio management capabilities. Topley noted that Horwath’s experience managing complex portfolios “strengthens our ability to serve the sophisticated needs of our existing clients while positioning us to welcome new families and institutions to the firm."

To manage the firm’s rapid expansion, Megan Haller Keenan has been appointed Chief Operating Officer. With over two decades in the industry, Keenan is tasked with overseeing the operational backbone, including client service, compliance, technology, and investment operations. Her prior experience as a Business Service Manager and Senior Branch Operations Assistant at broker-dealers involved stewarding billions in client assets and managing regulatory compliance, making her a critical addition as the firm scales.

The new Chief Financial Officer, Steve Topley, CPA, brings a diverse financial skill set honed at Ernst & Young and Centri Business Consulting. His expertise in auditing, accounting, and tax efficiency is expected to bolster the firm’s advisory services, particularly for its Real Estate Fund and clients needing strategic business planning.

Rounding out the new team is Patrick Greenhalgh, who joins as an Investment Advisor Representative from RBC Wealth Management. Having served as a Senior Investment Associate with The Weierbach Investment Group, Greenhalgh will focus on client advisory and strategic growth, leveraging his experience with high-net-worth families to expand the firm’s reach. His hiring "reflects the firm’s continued momentum and its commitment to broadening its reach beyond the greater Philadelphia area,” according to Matt Topley.

A Direct Response to Industry Trends

Lansing Street’s investment in senior talent is not happening in a vacuum. The wealth management industry is currently grappling with a significant talent shortage, with industry reports projecting a need for tens of thousands of new advisors and support staff in the coming years. By successfully recruiting a full slate of senior leaders, the firm positions itself as an attractive destination for talent in a competitive hiring market.

Furthermore, the move can be seen as a strategic response to the ongoing wave of consolidation within the RIA sector. As private equity and larger firms continue to acquire smaller advisories to gain scale and talent, building a robust internal leadership team and strong operational infrastructure makes a firm like Lansing Street a more formidable independent competitor.

The enhanced focus on specialized services also aligns with evolving client demands. High-net-worth individuals and families are increasingly seeking comprehensive solutions that go beyond traditional investment management. Lansing Street's stated emphasis on generational wealth planning, tax optimization, and business exit strategies—now supercharged by the specific expertise of its new hires—directly targets this lucrative and complex market segment. This approach aims to deliver the boutique service and specialized knowledge that can differentiate a growing firm from its larger, more established rivals.