Johnny M. Hea, Cfa Email & Phone Number

Dallas/Fort Worth Area

I oversee Portfolio Management at Ackerman Capital Management. I also provide ongoing wealth management advice, working directly with our clients and their trusted advisors. I have held the Chartered Financial Analyst® (CFA) designation since 2000, I am a member of the CFA Institute, and a member of the CFA Society of Dallas-Fort Worth.

Dallas/Fort Worth Area

Responsible for investment research, portfolio management and trading for the firm’s client accounts. Also provide ongoing wealth management advice, working directly with clients and their trusted advisors.

Dallas/Fort Worth Area

• Responsible for manager research and due diligence, client portfolio management and asset allocation for the firm’s ~$350 million in assets under management. Developed and maintain firm’s investment platform across.
• As a member of the investment committee, I was responsible for investment recommendations and manager selections for the firm’s investment platform, client accounts and the firm’s two hedge fund of funds limited.
• Responsible for marketing to prospective clients through the development of client proposals and marketing presentations. Was a key team member in the growth of firm assets from approximately $100 million to almost.
• Portfolio management responsibilities for ~20 client relationships (institutional and private clients), which required the development and review of client investment policy statements and objectives, management of.
• Annandale Capital is an SEC Registered Investment Advisor that utilized an open architecture model. Modeled after the university endowment investment approach, the firm utilized both traditional and alternative asset.

Knoxville, Tennessee Area

• Research, trading and investment management responsibilities for the firm’s ~$500 million in equity assets under management. Make investment and equity security selection recommendations for the firm’s equity assets.
• Portfolio management responsibilities for ~40 client relationships (institutional and private clients) consisting of approximately $600 million in assets. This required the development and review of client investment.
• Martin & Co. is an SEC Registered Investment Advisor with 160 clients and approximately $2.0 billion in assets under management serving institutions, foundations, corporations, not-for-profit entities and private.

Dallas/Fort Worth Area

• Researched consumer cyclical and consumer staple equities. Provided investment recommendations on individual equity securities supported by fundamental, bottoms-up research within the context of a top-down view of the.
• One of six original employees that developed the research product and helped assembled the research team. StreetAdvisor (the predecessor organization) was an independent investment research company that was acquired in.

Dallas/Fort Worth Area

• Researched homebuilding, homebuilding products, real estate investment trusts, and lodging equities. My primary responsibility was to develop client relationships with both institutional and retail investors. I.
• Marketing and business development duties also included identifying corporate finance prospects and working with my corporate finance counterparts to develop financial strategies aimed at promoting the growth and.
• Received votes for Institutional Investor’s All-America Research Team in 1998 (REITs/Commercial) and 1999 (Building).

Dallas/Fort Worth Area

Developed financial strategies for high-growth, middle-market, private and public companies in the DFW region. Worked with prospective and existing bank customers through the business development and lending process by executing the senior debt underwriting, documentation, and funding process, including preparation of credit application documents.

Bachelor Of Arts (Ba), Journalism

Master Of Business Administration (Mba), International Finance