Michael Hakerem, CFA® - PRESIDENT & founder
Focused on Fiduciary Advisor support since 1995 as CIO,
Senior PM, Strategist, and Buy-Side Research Analyst
Earned Chartered Financial Analyst® designation in 1998
Built and own proprietary data-mining software
Specialize in Goals-Based Wealth Management as an Integrated and Practical Approach to the Structure of Wealth Advisory Practices and Private Client Solutions
Driven to empower Investors, Fiduciary Advisors, and a Positive Future of Finance through relationships, FinTech tools, and Client-Centric Investment Solutions
Michael was first privileged to perform research in conjunction with work published by famed investor, Dr. David Dreman. This is where he developed a bias for contrarian thinking, behavioral finance and value investing. Right in the midst of banking consolidation, he assisted in asset and liability management for a regional bank. This position working closely with the bank’s CFO, CEO, and Senior Portfolio Manager allowed Michael to gain experience in institutional fixed-income management and, more importantly, to understand the inner-workings of financial institutions.
The bank was later purchased by a larger bank, so in 1995, Michael joined Wheat First Securities in Richmond, Virginia. For six years, he had the privilege to serve as research analyst, SMA portfolio manager, and portfolio strategist. He followed consumer stocks for a $380 million 4-Star Rated capital appreciation mutual fund and played a key role in the development of many of the investment strategy services still available today through Wells Fargo Advisors. As an equity strategist in the High Net Worth Advisory Services Group, he was credited with designing and running a portfolio review program that advised over $2 billion in client assets in its first year. Michael traveled across the country speaking on topics, such as portfolio management, equity research, and the use of technology in the delivery of client-centric advice. He also authored hundred’s of economic and market commentaries relied upon by financial advisors and their clients. It was here that an extensive network of CFAs, domain experts, investment specialists, and asset managers began.
In 2001, Michael joined a startup registered investment advisor, as a founding principal and Chief Investment Officer. He led the portfolio management team with a passion for the highest standards of integrity and professional excellence. He was responsible for advice that included asset allocation, tactical strategy, securities analysis, and portfolio implementation. The team successfully grew and scaled the independent RIA to nearly 100% fee-based from 67%, while increasing assets and revenues more than fourfold.
A graduate of James Madison University, he earned the distinction of Chartered Financial Analyst® and is member of the CFA Institute and CFA Society North Carolina. Michael serves as an advisor for the Alpha Sigma Phi Mentor Network and chapter at UNC Chapel Hill. He is a supporter of the Positive Coaching Alliance as an active youth sports coach to help enable a positive, character-building experience for tomorrow's leaders. He enjoys spending time with family and friends, traveling, and playing USTA competitive tennis.
Advice for Contacting Michael
Please contact me professionally at email@example.com.
I enjoy connecting with people, and my professional expertise is often sought by private and institutional clients, business leaders, and fiduciaries in the areas of custom portfolio solutions, asset allocation, securities research, economics, behavioral finance, financial information technologies, and RIA practice management.