Naumdar Akhavan
Portefeuillebeheerder-Aandelen bij Summit Wealth & Retirement Planning
Profiel
Mr. Naumdar Akhavan, CFA, is a Portfolio Manager at Summit Wealth & Retirement Planning.
As a portfolio manager, his unique strength is building income-producing portfolios for retirees and near-retirees who seek to turn their assets into a predictable stream of income.
His portfolios often provide a contrarian view to what the rest of the market and retail investors are doing.
He focuses on bottom-up research that focuses on developments at the industry level.
Prior to joining Summit, he was a portfolio manager with Morgan Stanley where he built custom portfolios for high net worth families.
Prior to Morgan Stanley, he served as an Analyst with Neuberger Berman Wealth Management and Wells Fargo Investments.
He earned a Bachelor of Arts degree in History from the University of California at Santa Cruz where he also studied classical music.
He has earned the right to use the Chartered Financial Analyst designation and is a member of the CFA Society of San Francisco.
Actieve functies van Naumdar Akhavan
Bedrijven | Functie | Begin |
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Summit Wealth & Retirement Planning
Summit Wealth & Retirement Planning Investment ManagersFinance Summit Wealth & Retirement Planning provides investment advice. The private company is based in Danville, CA. The company was founded in 1987. Robert Anthony Cucchiaro has been the CEO of the company since 2012. | Portefeuillebeheerder-Aandelen | 01-08-2016 |
Opleiding van Naumdar Akhavan
University of California, Santa Cruz | Undergraduate Degree |
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Bedrijven in privébezit | 1 |
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Summit Wealth & Retirement Planning
Summit Wealth & Retirement Planning Investment ManagersFinance Summit Wealth & Retirement Planning provides investment advice. The private company is based in Danville, CA. The company was founded in 1987. Robert Anthony Cucchiaro has been the CEO of the company since 2012. | Finance |