Profiel
Mr. Michael David Hakerem is Chief Market Strategist & Managing Director at Triangle Securities Wealth Management, Inc. He joined Triangle Securities in 2001, from Wachovia Securities, as Chief Investment Officer.
He leads the portfolio management team with a passion for the highest standards of integrity and professional excellence.
He is responsible for advice that includes asset allocation, tactical strategy, securities analysis and portfolio implementation.
Mr. Hakerem began his portfolio management and securities analysis career in the early 1990’s.
Right in the midst of banking consolidation, he assisted in asset and liability management for a regional bank.
In 1995, he joined Wheat First Securities in Richmond VA.
Mr. Hakerem has earned the distinction of Chartered Financial Analyst and is member of the CFA Institute.
He received graduation from James Madison University.
Eerdere bekende functies van Michael David Hakerem
| Bedrijven | Functie | Einde |
|---|---|---|
| Wachovia Securities, Inc. | Chief Investment Officer | 31-12-2000 |
Triangle Securities Wealth Management, Inc.
 Triangle Securities Wealth Management, Inc. Investment ManagersFinance Triangle Securities Wealth Management, Inc., do-business-as Triangle Wealth Management (TWM), is an independent, SEC-registered investment advisor headquartered in Raleigh, North Carolina. The firm was founded in 2008 by Cathy L. Thomas and Paul D. Reynolds, III. TWM provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, trusts, and corporations. | Marktstrateeg | - |
Opleiding van Michael David Hakerem
| James Madison University | Undergraduate Degree |
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| Bedrijven in privébezit | 2 |
|---|---|
| Wachovia Securities, Inc. | Finance |
Triangle Securities Wealth Management, Inc.
Triangle Securities Wealth Management, Inc. Investment ManagersFinance Triangle Securities Wealth Management, Inc., do-business-as Triangle Wealth Management (TWM), is an independent, SEC-registered investment advisor headquartered in Raleigh, North Carolina. The firm was founded in 2008 by Cathy L. Thomas and Paul D. Reynolds, III. TWM provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, trusts, and corporations. | Finance |
