The Ackerman DifferenceOur Team
A cohesive team of experts working for you
David is the managing partner and chief investment strategist of Ackerman Capital Management …
Sophie has served as a dedicated Executive Assistant for Ackerman Capital Management since 1985 …
Johnny oversees Portfolio Management at Ackerman Capital Management. He also provides ongoing wealth …
Jared shares responsibility in client services and operations, including accounting and administration …
Keith is responsible for Ackerman Capital Management’s wealth management and financial planning …
Keller is responsible for trading and execution at Ackerman Capital Management and oversees the …
Anne leads Retirement Services Ackerman Capital Management which includes profit-sharing, 401(k) …
Meagan serves as a liaison between clients, portfolio managers, the operational team, and client …
Brett’s role at Ackerman Capital Management includes responsibility for client services and operations …
Our longest serving member of the Ackerman Capital Management team, Sari Wilson joined Ackerman …