Advisors at this firm
Christopher B
CFP®, Series 63, Series 66
Bloomfield Hills, MI
Azimuth Capital Management
Christopher Burke is a CFP® with 14 years of industry experience, currently serving as an advisor at Azimuth Capital Management. His prior roles include positions at M Holdings Securities, Lovasco Consulting Group, and Mainstay Capital Management. Azimuth Capital Investment Management LLC provides discretionary and nondiscretionary investment management and financial planning services to individuals, trusts, retirement plans, charitable institutions, banks, and municipal entities. The firm uses a combination of equity model strategies and customized fixed-income approaches, integrating quantitative, fundamental, and technical analysis to tailor portfolios to client objectives and constraints.
Ted H
Series 63, Series 65
Bloomfield Hills, MI
Azimuth Capital Management
Ted Haddad is a financial advisor at Azimuth Capital Management with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Azimuth since 2004, including its predecessor and current entities. Azimuth Capital Investment Management LLC provides discretionary and nondiscretionary investment management and financial planning services to individuals, trusts, retirement plans, charitable institutions, banks, and municipal entities. The firm employs a combination of quantitative databases, fundamental, and technical analysis to create portfolios tailored to client objectives, utilizing individual securities, mutual funds, and ETFs, and offers access to private investment vehicles through its affiliation with Focus Financial Partners.
Mark V
Series 65
Bloomfield Hills, MI
Azimuth Capital Management
Mark Van Faussien is a financial advisor at Azimuth Capital Management with 15 years of industry experience. He holds a Series 65 credential and has been with Azimuth since 2013. Van Faussien serves as a trustee for the Mount Elliott Cemetery Association, where he is involved in governing overall business and capital plans. Azimuth Capital Investment Management LLC provides discretionary and nondiscretionary investment management and financial planning services to individuals, trusts, retirement plans, charitable institutions, banks, and municipal entities. The firm employs a combination of quantitative, fundamental, and technical analysis to construct customized portfolios using individual securities, mutual funds, and ETFs, and it is affiliated with Focus Financial Partners, offering access to private investment vehicles and related financial solutions.
Daniel M
CFA®
Bloomfield Hills, MI
Azimuth Capital Management
Daniel Mcenroe is a CFA® charterholder with 15 years of industry experience. He has worked at Azimuth Capital Management and its affiliated entities since 2004. Azimuth Capital Investment Management LLC provides discretionary and nondiscretionary investment management and financial planning services to individuals, trusts, retirement plans, charitable institutions, banks, and municipal entities. The firm employs a combination of quantitative, fundamental, and technical analysis to construct portfolios using individual securities, mutual funds, and ETFs, and is affiliated with Focus Financial Partners, offering clients access to private investment vehicles and related credit and insurance solutions.
Benjamin U
Series 63, Series 65
Bloomfield Hills, MI
Azimuth Capital Management
Benjamin Upward is a financial advisor at Azimuth Capital Management with 23 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Six Forks, Synchronicity Investments Ltd, and ChainLogic Fund LP, among others. Azimuth Capital Management provides discretionary and nondiscretionary investment management and financial planning services to individuals, trusts, retirement plans, charitable institutions, banks, and municipal entities. The firm employs a combination of quantitative databases, fundamental, and technical analysis to construct portfolios using equities, mutual funds, and ETFs, while accommodating client-specific restrictions and legacy holdings.
William G
CFA®, Series 63, Series 65
Bloomfield Hills, MI
Azimuth Capital Management
William Gough is a CFA® charterholder with 19 years of experience in the financial industry. He has been with Azimuth Capital Management since 2013, currently serving at Azimuth Capital Investment Management LLC. The firm provides discretionary and nondiscretionary investment management and financial planning services to a diverse client base, including high-net-worth individuals, trusts, retirement plans, charitable institutions, banks, and municipal entities. Azimuth employs a combination of quantitative, fundamental, and technical analysis to construct portfolios using individual securities, mutual funds, and ETFs, and offers access to affiliated private investment vehicles and related credit, cash management, and insurance solutions.
Erin F
CFP®, Series 65
Bloomfield Hills, MI
Azimuth Capital Management
Erin Farley is a CFP® with nine years of industry experience, currently serving as a financial advisor at Azimuth Capital Management. Prior to joining Azimuth, she worked for nine years at Plante Moran Financial Advisors. Azimuth Capital Management provides discretionary and nondiscretionary investment management and financial planning services to individuals, trusts, retirement plans, charitable institutions, banks, and municipal entities. The firm uses a combination of equity model strategies and customized fixed-income approaches, integrating quantitative databases with fundamental and technical analysis to tailor portfolios to client objectives.
Alan F
CFA®, Series 63, Series 65
Bloomfield Hills, MI
Azimuth Capital Management
Alan Freeman is a CFA® charterholder with 15 years of industry experience, currently serving at Azimuth Capital Management. He has been with the Azimuth firms since 2005, including Azimuth Capital Management and Azimuth Capital Investment Management LLC. Azimuth Capital Investment Management LLC provides discretionary and nondiscretionary investment management and financial planning services to individuals, trusts, retirement plans, charitable institutions, banks, and municipal entities. The firm employs a combination of quantitative databases with fundamental and technical analysis to construct portfolios using individual securities, mutual funds, and ETFs, while also offering access to affiliated private investment vehicles and credit, cash management, and insurance solutions.
Paul R
Series 63, Series 65
Bloomfield Hills, MI
Azimuth Capital Management
Paul Ragheb is a financial advisor with Azimuth Capital Management, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with Azimuth since 2004, initially with Azimuth Capital Management and continuing with Azimuth Capital Investment Management LLC since 2022. Azimuth Capital Investment Management LLC provides discretionary and nondiscretionary investment management and financial planning services to individuals, trusts, retirement plans, charitable institutions, banks, and municipal entities. The firm combines quantitative databases with fundamental and technical analysis to create portfolios using individual securities, mutual funds, and ETFs, and is affiliated with Focus Financial Partners, offering clients access to private investment vehicles and related credit, cash management, and insurance solutions.
