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Cedar Brook announces senior management changes

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Cedar Brook Financial Partners, LLC has announced two key personnel changes. Azim Nakhooda, Cedar Brook’s chief investment officer, has been elected to serve as the firm’s managing principal, and Peter Franz has been elevated to the role of chief investment officer. These changes are effective immediately.

Nakhooda co-founded the Cleveland-based wealth management firm after serving as director of investments for Cleveland Financial Group. There he managed investment processes for a USD1 billion private client group. Nakhooda also worked for Fidelity Investments in Boston, MA, where he specialised in philanthropic portfolio management.

Franz has devoted his career to understanding his client’s financial needs and goals and then conducting research to build the optimal, customised comprehensive financial plans and portfolios. He devotes much time to evaluating the intricacies of the various investment vehicles available to the firms’ clients. As a Chartered Financial Analyst candidate, Mr. Franz is committed to both the understanding and integrity of capital markets.

“I’m thrilled to have the honour of leading Cedar Brook during these very exciting times. Our business continues to grow as we stay true to our mission of providing expert and customised financial planning services for our clients,” says Azim Nakhooda, Cedar Brook’s new managing principal. “As one of the largest independent wealth management firms in the region, we have the in-house expertise to uniquely serve the financial planning needs of physicians, corporate executives, privately held business owners, and families."

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