Profile
Mr. Azim Nakhooda is a Principal & Partner at Cedar Brook Financial Partners LLC.
In this role, he works with the Principal team to drive strategy and growth at the firm and serves the clients of Cedar Brook in whatever capacity best meets their needs.
Additionally, Mr. Nakhooda is responsible for developing client relationships and designing and implementing elements of investment strategy for affluent investors, business owners and corporate executives.
Prior to joining Cedar Brook Financial Partners, Mr. Nakhooda served as Director of Investments for Cleveland Financial Group.
There, he managed investment processes for a $1 billion private client group and was the primary liaison to partner asset management firms, advised on portfolio construction, and market strategy.
Mr. Nakhooda also has worked for Fidelity Investments in Boston, Mass., specializing in philanthropic portfolio management.
Mr. Nakhooda received a Bachelor of Arts degree from Boston College and a Masters of Business Administration degree from Case Western Reserve University.
Azim Nakhooda active positions
Companies | Position | Start |
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Cedar Brook Financial Partners LLC
Cedar Brook Financial Partners LLC Investment ManagersFinance Cedar Brook Financial Partners LLC, do-business-as Cedar Brook Group, is a SEC-registered investment advisor and wealth management firm headquartered in Cleveland, Ohio. The firm was founded in 2005 by Azim Nakhooda and William Glubiak. They are owned by Cedar Brook Financial Partners Holdings LLC. Cedar Brook Group offers wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Founder | 2004-12-31 |
Training of Azim Nakhooda
Boston College | Undergraduate Degree |
Case Western Reserve University | Masters Business Admin |
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Private companies | 1 |
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Cedar Brook Financial Partners LLC
Cedar Brook Financial Partners LLC Investment ManagersFinance Cedar Brook Financial Partners LLC, do-business-as Cedar Brook Group, is a SEC-registered investment advisor and wealth management firm headquartered in Cleveland, Ohio. The firm was founded in 2005 by Azim Nakhooda and William Glubiak. They are owned by Cedar Brook Financial Partners Holdings LLC. Cedar Brook Group offers wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Finance |
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