Cedar Brook Financial Partners, LLC Announces Senior Management Changes
Cedar Brook Financial Partners, one of the largest independent wealth management firms in Northeast Ohio, has elevated the roles of two partners, Azim Nakhooda and Peter Franz. Mr. Nakhooda is the firm's managing principal and Mr. Franz is the chief investment officer.
Cleveland, OH, May 07, 2011 --(PR.com)-- Cedar Brook Financial Partners, LLC announced two key personnel changes. Azim Nakhooda, Cedar Brook’s chief investment officer, has been elected to serve as the firm’s managing principal, and Peter Franz has been elevated to the role of chief investment officer. These changes are effective immediately.
Mr. Nakhooda co-founded the Cleveland-based wealth management firm after serving as director of investments for Cleveland Financial Group. There he managed investment processes for a $1 billion private client group. Mr. Nakhooda also worked for Fidelity Investments in Boston, MA, where he specialized in philanthropic portfolio management.
Mr. Franz has devoted his career to understanding his client’s financial needs and goals and then conducting research to build the optimal, customized comprehensive financial plans and portfolios. He devotes much time to evaluating the intricacies of the various investment vehicles available to the firms’ clients. As a Chartered Financial Analyst candidate, Mr. Franz is committed to both the understanding and integrity of capital markets.
“I’m thrilled to have the honor of leading Cedar Brook during these very exciting times. Our business continues to grow as we stay true to our mission of providing expert and customized financial planning services for our clients,” said Azim Nakhooda, Cedar Brook’s new managing principal. “As one of the largest independent wealth management firms in the region, we have the in-house expertise to uniquely serve the financial planning needs of physicians, corporate executives, privately held business owners, and families,” continued Nakhooda.
About Cedar Brook Financial Partners LLC
Headquartered in Cleveland, OH, Cedar Brook Financial Partners LLC is one of the largest independent wealth management firms in Northeast, OH, according to Crain’s Cleveland Business 2011. Cedar Brook’s fifty-plus professionals deliver customized, personal services including comprehensive wealth strategies, investment and insurance advice, retirement plan consulting, and group benefit programs. Physicians, corporate executives, privately held business owners, and families can consider their Cedar Brook advisor to be their personal CFO. The firm offers securities through Securities America Inc., member FINRA/SIPC. Advisory services are offered through Securities America Advisors Inc., a SEC Registered Investment Advisor. Cedar Brook Financial Partners LLC and the Securities America companies are not affiliated.
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Mr. Nakhooda co-founded the Cleveland-based wealth management firm after serving as director of investments for Cleveland Financial Group. There he managed investment processes for a $1 billion private client group. Mr. Nakhooda also worked for Fidelity Investments in Boston, MA, where he specialized in philanthropic portfolio management.
Mr. Franz has devoted his career to understanding his client’s financial needs and goals and then conducting research to build the optimal, customized comprehensive financial plans and portfolios. He devotes much time to evaluating the intricacies of the various investment vehicles available to the firms’ clients. As a Chartered Financial Analyst candidate, Mr. Franz is committed to both the understanding and integrity of capital markets.
“I’m thrilled to have the honor of leading Cedar Brook during these very exciting times. Our business continues to grow as we stay true to our mission of providing expert and customized financial planning services for our clients,” said Azim Nakhooda, Cedar Brook’s new managing principal. “As one of the largest independent wealth management firms in the region, we have the in-house expertise to uniquely serve the financial planning needs of physicians, corporate executives, privately held business owners, and families,” continued Nakhooda.
About Cedar Brook Financial Partners LLC
Headquartered in Cleveland, OH, Cedar Brook Financial Partners LLC is one of the largest independent wealth management firms in Northeast, OH, according to Crain’s Cleveland Business 2011. Cedar Brook’s fifty-plus professionals deliver customized, personal services including comprehensive wealth strategies, investment and insurance advice, retirement plan consulting, and group benefit programs. Physicians, corporate executives, privately held business owners, and families can consider their Cedar Brook advisor to be their personal CFO. The firm offers securities through Securities America Inc., member FINRA/SIPC. Advisory services are offered through Securities America Advisors Inc., a SEC Registered Investment Advisor. Cedar Brook Financial Partners LLC and the Securities America companies are not affiliated.
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Contact
Cedar Brook Financial Partners LLC
Laura Sheridan
216-548-6780
cedarbrookfinancial.com
Laura Sheridan
216-548-6780
cedarbrookfinancial.com
Contact
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