Meagan serves as a liaison between clients, portfolio managers, the operational team, and client account service providers at Ackerman Capital Management. Meagan joined the firm in 2006 with leadership experience as Head of Client Services and Trading at two large Texas-based RIA firms, and Director of Operations for StreetAdvisor.com. She began her career at Christie’s Auction House In Client and Corporate Relations.
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Brett Speer
Brett’s roles at Ackerman Capital Management include responsibility for client services and operations,, supervision of the firm’s separate account management and private partnership offerings, and coordination of the regulatory compliance responsibilities.
C. Keller Reid
Keller is responsible for trading and execution at Ackerman Capital Management and oversees the technological infrastructure of the firm. He previously held FINRA Series 4, 7, 24, 55, 63 licenses and was a 2008 Security Industry Institute graduate of the Wharton School of Business at the University of Pennsylvania.
Johnny M. Hea
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.
David Ackerman
David is the owner, managing principal, and chief investment strategist of Ackerman Capital Management. He has held the Chartered Financial Analyst® (CFA®) designation since 1995 and the Certified Financial Planner® (CFP®) designation since 1996. He is a member of the CFA Institute and the Financial Planning Association®, as well as a member and Past President of the CFA Society of Dallas-Fort Worth. David expanded his credentials over the years to include the designations of Certified Investment Management Analyst® (CIMA®) and Certified Private Wealth Advisor® (CPWA®) accredited by the Investments and Wealth Institute™.
Organizations
We manage investments and/or retirement plans for many organizations, working with the business owners, leaders, and/or their boards.
Family Offices
First-hand experience with the Ackerman Family office provides us an insider’s view into complexities that can come with managing a family office. One approach has proven to resonate with family office clients and their advisors them because we continue to manage assets for subsequent generations as transitions occur; this is generally not the case with many family offices.
Individuals & Families
We provide individuals and families with peace of mind and confidence that their assets are being managed skillfully and according to their objectives, priorities, and preferences. Our clients are at various points in their lives and have a wide range of goals.
Retirement Services
Ackerman Capital has a long history of emphasizing value, performance and client service and our 401k team continues that excellence. Our primary goal is to help you maximize the retirement benefit you can provide for yourself and your employees – ensuring your firm has the resources and tools everyone needs to save for a comfortable retirement.
Trust Services & Private Banking
We partner with Bank of Texas to offer you a full range of private banking & trustee services to revocable, irrevocable, charitable, and special needs trusts. Bank of Texas provides our clients with an unparalleled banking experience with individualized service. They offer a wide-range of deposit and cash management services, as well as credit and mortgage solutions. They can provide fiduciary services such as Executor or Co-Executor Representation, Probate Management, Estate Settlement and Administration, Trust, and Escrow Services.