Johnny M. Hea, CFA Portfolio Management, Wealth Management
Johnny oversees Portfolio Management at Ackerman Capital Management. He also provides ongoing wealth management advice, working directly with our clients and their trusted advisors. He has held the Chartered Financial Analyst® (CFA) designation since 2000, is a member of the CFA Institute, and a member of the CFA Society of Dallas-Fort Worth.
Johnny is a member of the Board of Trustees for The Winston School and has previously served on the Investment Committee for the Dallas Arboretum and in a variety of community leadership roles.
Prior to joining Ackerman in 2010, Johnny was a Principal for Global Investment Management and Research at Annandale Capital in Dallas, Texas, a Portfolio Manager and Equity Analyst for Martin & Co., in Knoxville, Tenn. He began his career in 1996 as a research analyst and previously held Series 7 (General Securities Representative) and Series 63 (Uniform Securities Agent State Law) Finra licenses.
Johnny holds a Masters of Business Administration from the University of North Texas and a Bachelor’s degree from the University of Arkansas.