![Azim Nakhooda](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Azim Nakhooda
Gestore di Portafoglio-Azioni presso
Signature Estate & Investment Advisors LLC
Profilo
Mr. Azim Nakhooda is a Senior Partner at Signature Estate & Investment Advisors LLC.
He serves a cadre of client relationships in all matters related to managing their financial objectives.
He is a Registered Representative with Signature Estate Securities, and Investment Advisor Representative with SEIA, SEC Registered Investment Advisors.
Prior to joining the firm, Mr. Nakhooda served as Director of Investments for Cleveland Financial Group.
There, he managed investment processes for a private client group and was the primary liaison to partner asset management firms, advised on portfolio construction, and developed market strategies.
Mr. Nakhooda also has worked for Fidelity Investments in Boston, Mass., focused in philanthropic portfolio management.
He received a Bachelor of Arts degree from Boston College and a Masters of Business Administration degree from Case Western Reserve University.
Posizioni attive di Azim Nakhooda
| Società | Posizione | Inizio |
|---|---|---|
Signature Estate & Investment Advisors LLC
 Signature Estate & Investment Advisors LLC Investment ManagersFinance SEIA’s Department of Investment Management and Economic Strategy (DIMES) is responsible for the research and development of SEIA’s asset allocation targets. DIMES uses the principles found in Modern Portfolio Theory, proprietary research, and third-party research. Their analysis and investment selection are driven by a two-prong approach (Quantitative and Qualitative) to filter the investment universe of each asset class and style down to specific investments that meet SEIA’s standards. | Gestore di Portafoglio-Azioni | 01/06/2024 |
Precedenti posizioni note di Azim Nakhooda
| Società | Posizione | Fine |
|---|---|---|
Cedar Brook Financial Partners LLC
 Cedar Brook Financial Partners LLC Investment ManagersFinance Cedar Brook Group utilizes a combination of fundamental, technical, cyclical and behavioral finance methods of analysis while employing an asset allocation strategy based on a derivative of Modern Portfolio Theory (MPT). The firm primarily allocates client assets among various mutual funds, exchange-traded funds (ETFs), individual debt and equity securities, options and independent investment managers in accordance with their stated investment objectives. | Amministratore Delegato | 01/02/2018 |
Formazione di Azim Nakhooda
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
24
Relazioni di 1° grado
4
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 4 |
|---|---|
Signature Estate & Investment Advisors LLC
Signature Estate & Investment Advisors LLC Investment ManagersFinance SEIA’s Department of Investment Management and Economic Strategy (DIMES) is responsible for the research and development of SEIA’s asset allocation targets. DIMES uses the principles found in Modern Portfolio Theory, proprietary research, and third-party research. Their analysis and investment selection are driven by a two-prong approach (Quantitative and Qualitative) to filter the investment universe of each asset class and style down to specific investments that meet SEIA’s standards. | Finance |
Boston College
 Boston College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Case Western Reserve University
 Case Western Reserve University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Cedar Brook Financial Partners LLC
Cedar Brook Financial Partners LLC Investment ManagersFinance Cedar Brook Group utilizes a combination of fundamental, technical, cyclical and behavioral finance methods of analysis while employing an asset allocation strategy based on a derivative of Modern Portfolio Theory (MPT). The firm primarily allocates client assets among various mutual funds, exchange-traded funds (ETFs), individual debt and equity securities, options and independent investment managers in accordance with their stated investment objectives. | Finance |
