Mohsin Hafeez, CFP

I have over three decades of experience in the financial services arena, a part of which is internationally based. My exposure to a diversified scope of financial services provides me with an edge to better understand the holistic dynamics of the overall financial services discipline. As a Senior Financial Advisor, CERTIFIED FINANCIAL PLANNER®   professional and Fundamental Choice Portfolio Manager with the corporate title of Senior Vice President - Investments, I provide investment planning and discretionary portfolio management for client assets. I have been teaching finance and economics for several years as adjunct faculty at Hult International Business School, that has campuses all over the world, and its wholly- owned executive education arm, Ashridge Executive Education Center, UK. I am also an adjunct professor at the Ageno Graduate School of Business, Golden Gate University, San Francisco, CA, and serve as an adjunct instructor at UC Berkeley Global, Finance and Economics Track. In addition, I am the CEO of my educational consultancy, Global Minerva Alliance, involved in current day global macroeconomic analysis, and am also a designee on the PIMCO-Wells Fargo Advisory Council. Furthermore, I was also recently elected as International Network Officer for the British Academy of Management Financial Management SIG, London, UK.

I believe that being equipped with both academia and the pragmatics of day-to-day investment planning and management makes for a virtuous cycle, which I consider a distinct benefit for clients. Furthermore, with access to a broad array of company resources - including research analysts and market experts - I can help clients make informed investment decisions.

I graduated from Golden Gate University with an MBA in Finance and received my CFP® certification from UC Berkeley in Spring 2011. I am married to a physician, and, of all my roles, I am most proud to be a dad to our two wonderful daughters, both of whom are attorneys in Washington, DC.