Ahmed Farruk, CIMA®
Managing Director
Ahmed oversees the firm's Washington, DC consulting efforts and services institutional clients by providing advice and counsel on all areas of fund oversight including policy, asset allocation, manager research, portfolio structure, portfolio rebalancing, performance monitoring and overall investment policy. Ahmed co-leads our Associations Business Council and is a member of the firm’s Investment Committee.Prior to joining the firm, he was Deputy Managing Director at ORION Investment Advisors. He received a Bachelor of Arts in Economics from the University of Virginia and obtained the title Certified Investment Management Analyst (CIMA®) from the Investments & Wealth Institute’s (formerly IMCA) accreditation program at the Wharton School of Business. A member of the Investments & Wealth Institute, he also served on the editorial board of the Institute’s bimonthly educational magazine, InvePastments & Wealth Monitor. Ahmed is the past Chair of the ASAE Finance and Business Operations Section Council and is a co-author of Association Investment Policies, Practices and Performance, published by the ASAE Research Foundation.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
