Our disciplined investment process combines the best aspects of both passive and active approaches working for you and includes the following attributes: Client Focused Asset Allocation, Disciplined, Active Management, Low Cost, Tax-Efficient Investing, Reporting & Communication, Ongoing Management & Client Related Adjustments.
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Jared Hohertz
Jared shares responsibility in client services and operations, including accounting and administration of Ackerman Capital Management’s proprietary and private partnership offerings. He joined the firm in 2017 from CPMG, Inc. where he served as an Operations Analyst in charge of the administrative and accounting accuracy for their portfolio of alternative funds. Prior to CPMG, he was the Vice President of Operations at Annandale Capital.
Meagan Sells
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.
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.