Naumdar Akhavan

Mr. Naumdar Akhavan, CFA, is a Portfolio Manager at Summit Wealth & Retirement Planning.
As a portfolio manager, his unique strength is building income-producing portfolios for retirees and near-retirees who seek to turn their assets into a predictable stream of income.
His portfolios often provide a contrarian view to what the rest of the market and retail investors are doing.
He focuses on bottom-up research that focuses on developments at the industry level.
Prior to joining Summit, he was a portfolio manager with Morgan Stanley where he built custom portfolios for high net worth families.
Prior to Morgan Stanley, he served as an Analyst with Neuberger Berman Wealth Management and Wells Fargo Investments.
He earned a Bachelor of Arts degree in History from the University of California at Santa Cruz where he also studied classical music.
He has earned the right to use the Chartered Financial Analyst designation and is a member of the CFA Society of San Francisco.