• Naumy Akhavan, CFA

    Portfolio Manager & Founder

    Naumy Akhavan has been working with high net worth and institutional investors for over 18 years. He began his career in 2005 at Wells Fargo Investments before spending six years at Neuberger Berman Wealth Management. In 2014 he joined Morgan Stanley as a Financial Advisor and Portfolio Manager before spending nearly seven years at Summit Wealth & Retirement Partners.

    He is a CFA (Chartered Financial Analyst) charter holder and studied History and Classical Music at the University of California Santa Cruz.

  • Gergana Angelova

    Business Manager

    Gergana Angelova holds responsibilities in business management, client onboarding and selective administration.

    She has been awarded the CFA Investment Foundations Certificate by the CFA Institute and holds a bachelors degree from Technical University of Sofia.

About the CFA Institute

The Chartered Financial Analyst (CFA) is a globally respected, graduate-level investment credential awarded by CFA Institute – the largest global association of investment professionals. To earn and maintain the CFA charter, candidates must:

  • Pass three sequential, annual, six-hour examinations covering topics such as wealth and investment management, ethical and professional standards, financial analysis, and economics;

  • Have at least four years of qualified professional investment experience;

  • Join CFA Institute as members;

  • Commit to at least 20 hours of annual continuing professional education and development; and

  • Commit to abide by, and annually reaffirm, their adherence to the CFA Institute Code of Ethics and Standards of Professional Conduct.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute. To learn more about the CFA charter, visit www.cfainstitute.org.