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 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 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™.
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.
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.
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.
Investment Selection, Balanced Portfolio & Specialized Strategies, Separate Account Management Custody by Schwab. ACM will apply our successful track record of performance over time to your investing needs using time-tested principles & leading-edge academic research in our portfolio construction.
We complement each other with our varied professional backgrounds and areas of expertise, yet it is our shared values that strongly connect us as a successful, cohesive team working for you. We are motivated by the satisfaction and recognition that comes with making decisions with integrity, being top performers in our field, and building strong client relationships based on trust and transparency.