Hoopoe Advisors

Alhassan Mahmoud is a financial advisor at Hoopoe Advisors in Boston, MA, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Hoopoe Capital Markets and Hoopoe Advisors, as well as a year as a self-employed fitness trainer. Hoopoe Advisors primarily serves individual and high-net-worth clients, offering comprehensive wealth management services including financial planning, retirement-plan advisory, and portfolio management. The firm uses a combination of fundamental, technical, and cyclical analysis to construct personalized portfolios across various asset classes, providing both discretionary and non-discretionary management.

Mohammad Pervez is a financial advisor at Hoopoe Advisors in Boston, MA, holding a Series 66 designation with three years of industry experience. He has worked at Hoopoe Advisors and affiliated entities since 2020 and previously held roles in education and business sectors. Outside of advising, he owns and manages 13fexcel, an online platform for downloadable financial documents. Hoopoe Advisors primarily serves individual and high-net-worth clients, offering comprehensive wealth management including financial planning, retirement-plan advisory, and portfolio management. The firm uses a blend of fundamental, technical, and cyclical analysis across various asset classes and provides both discretionary and non-discretionary management.

Syeda Ayesha Qadri is a financial advisor at Hoopoe Advisors in Boston, MA, holding a Series 66 designation with two years of industry experience. Her prior roles include positions at Trinity Life Sciences, Boston College, Dawaai Pvt Ltd, Maersk Pakistan, and Lahore University of Management Sciences. Hoopoe Advisors primarily serves individual and high-net-worth clients, offering comprehensive wealth management services including financial planning, retirement-plan advisory, and portfolio management through a wrap fee program and third-party platforms. The firm employs a mix of fundamental, technical, and cyclical analysis across various asset classes and provides both discretionary and non-discretionary management.

John Robbins is a financial advisor at Hoopoe Advisors in Boston, MA, holding a Series 66 designation with three years of industry experience. His prior roles include work at Penny Appeal USA and CAIR-Massachusetts. Outside of his advisory duties, Robbins serves as an adjunct professor at BIS, teaching public speaking and communication. Hoopoe Advisors primarily serves individual and high-net-worth clients, offering comprehensive wealth management including financial planning and portfolio management. The firm employs a personalized investment approach utilizing fundamental, technical, and cyclical analysis across a diverse range of asset classes.

Adam Syed is a financial advisor at Hoopoe Advisors in Boston, MA, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Oracle Corporation and Bank of America. He is also a registered representative with Hoopoe Capital Markets, LLC, a broker-dealer affiliated with his advisory firm. Hoopoe Advisors primarily serves individual and high-net-worth clients, providing comprehensive wealth management services including financial planning, retirement-plan advisory, and portfolio management. The firm employs a personalized investment approach that combines fundamental, technical, and cyclical analysis across various asset classes and offers both discretionary and non-discretionary management.

Suleiman Ali is a financial advisor at Hoopoe Advisors in Boston, MA, holding Series 63 and Series 66 licenses with 22 years of industry experience. He co-founded Strengthening Families and Communities, LLC, where he serves as Chief Compliance Officer and Investment Adviser Representative. Ali has worked at Hoopoe Capital Markets, LLC since 2018 and has been associated with LPL Financial, LLC since 2009. Outside of advising, he is the owner of a trucking business operated by a third party. Hoopoe Advisors primarily serves individual and high-net-worth clients, also advising charities, small businesses, and self-trusteed pension plans. The firm offers comprehensive wealth management services and constructs personalized portfolios using fundamental, technical, and cyclical analysis across various asset classes, providing both discretionary and non-discretionary management.

Jamal Khatib is a financial advisor at Hoopoe Advisors in Boston, MA, holding a Series 66 designation with five years of industry experience. His prior work includes roles at Hoopoe Capital Markets, Boston Consulting Group, BMO Capital Markets, and the U.S. Embassy in Qatar. Hoopoe Advisors primarily serves individual and high-net-worth clients, offering comprehensive wealth management services including financial planning, retirement-plan advisory, and portfolio management. The firm constructs personalized portfolios using a combination of fundamental, technical, and cyclical analysis across various asset classes and provides both discretionary and non-discretionary management.

Mohammad Kaleem is a financial advisor at Hoopoe Advisors with nine years of industry experience. He holds a Series 66 designation and has worked at Hoopoe Capital Markets, LLC since 2018 and LPL Financial, LLC from 2016 to 2017. Kaleem is also a co-founder and managing partner of Strengthening Families & Communities, LLC. Hoopoe Advisors primarily serves individual and high-net-worth clients, offering comprehensive wealth management services including financial planning, retirement-plan advisory, and portfolio management. The firm uses a combination of fundamental, technical, and cyclical analysis to construct personalized portfolios across various asset classes, providing both discretionary and non-discretionary management with a fiduciary duty to act in clients’ best interests.

Sherif Atia is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Hoopoe Advisors with six years of industry experience. Prior to joining Hoopoe Advisors in 2019, he worked at Bankers Life for one year. He is also involved in fixed insurance sales. Hoopoe Advisors primarily serves individual and high-net-worth clients, offering comprehensive wealth management including financial planning, retirement-plan advisory, and portfolio management. The firm employs a personalized investment approach combining fundamental, technical, and cyclical analysis across multiple asset classes and provides both discretionary and non-discretionary management.