Naumdar Akhavan
Portfolio Manager-Equities at Summit Wealth & Retirement Planning
Profile
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.
Naumdar Akhavan active positions
Companies | Position | Start |
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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. | Portfolio Manager-Equities | 2016-07-31 |
Training of Naumdar Akhavan
University of California, Santa Cruz | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 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 |
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