Michael Hakerem, CFA
Managing Partner | Chief Investment Officer
Michael is our team’s Chief Investment Officer and oversees clients’ investment needs and portfolios. He has over 25 years of experience in private wealth management and custom portfolio design, and has built award-winning financial technologies for securities research and portfolio management. As a client advocate, Michael is passionate about shaping a trustworthy, forward-thinking financial industry through client-centric stewardship.
Prior to joining Glenwood Financial Partners, Michael served in senior leadership roles at two regional wealth management firms with further experience building investment strategy platforms at a Fortune 500 financial firm. He later formed Empowered Portfolios®, a consulting firm that delivers the tools and experience necessary for fiduciary advisors to deliver personalized, goals-based wealth management services and asset management. Michael’s expertise includes behavioral finance, economic research, asset allocation, relative-value investing, and risk management. He’s also an accomplished industry author, mentor, and speaker, and has traveled across the country speaking on topics such as portfolio management, securities research, and FinTech tools.
Within his community, Michael is an active member and frequently volunteers as a coach for youth athletics, and as a member of the Positive Coaching Alliance. Michael is also an active member of the CFA Institute and the North Carolina Society of Financial Analysts. In his free time, he enjoys spending time with his wife and three sons, traveling, and playing USTA competitive tennis.
- Holds the Chartered Financial Analyst® designation, which is a graduate-level self-study program given by the CFA Institute that combines a broad-based curriculum of investment principles with professional conduct requirements.
- Is an active member of the CFA Institute and the North Carolina Society of Financial Analysts
- Is a graduate of James Madison University with a BBA in finance and economics
“Everything I do is fueled by a sense of purpose to help families receive the wealth management advice and solutions they desire, require, and deserve.”