Ayman Abouhend, CFA®

Ayman Abouhend is a co-founder and CIO of Advisable Wealth Engines. His primary role is to do a “second opinion” independent assessment of each alternative manager’s strategy under consideration. Mr. Abouhend is an alternative investment manager who has deep technical investment experience combined with an extensive understanding of different asset types and structures. As managing partner and Chief Investment Officer in different investment shops around the globe, he brings a mixed 13+ years of experience in international alternative investments, ranging from complex structured strategies to conventional equity and debt investing strategies, crafting different investing plans that suit the needs of an international client base. In addition to technical analysis, his extensive relationships brings numerous new funds to the IC’s attention. Prior to joining Advisable, Mr. Abouhend founded Graviton Capital and has served as CIO and head of hedge fund investing for a group of family offices as well.

Chris Gilmor CFP^®

Senior Advisor

It is easy to identify what drew me to MCM in 2014. Having worked in the industry since 1989, I was raised on the typical asset allocation strategy of investments in stocks, bonds and cash with a splash of non-correlated assets. The problem with that model is that universally clients would get hurt when the broader markets turned down. MCM’s approach was different. I was intrigued at the prospect of working with dynamic investments that can perform well across varied market cycles (including a bear market!). As the primary point of contact with our client base, I believe that this solution helps to reduce long term risk to the client’s wealth and helps us to earn client confidence and build their trust.

Experience

Chris started his career at Prudential Bache in New York before going to business school. While in business school, he focused on international finance and, as part of his studies, worked in Budapest as Hungary emerged from a centrally planned economy to more of a free market structure. When he came to California, Chris worked with Fisher Investments and Silicon Valley Bank with both individual and institutional clients. Since joining MCM Wealth, Chris continues to work directly with clients to better understand their personal circumstances and goals across all stages of their lives whether they be in the process of wealth accumulation, retirement, buying a house or getting married… Chris’s top priority is to always help a client make the decisions that will maximize the likelihood of achieving their longer-term goals.

Education and Certifications

• M.B.A. Tulane University: AB Freeman School of Business
• B.A. in Psychology; Hobart College
• Certified Financial Planner^™

Highlights

• Working as member of the MCM Investment Committee identifying and approving managers with which to collaborate. These managers have bold new ideas that will help our clients achieve their stated long-term goals.
• Worked with wealth management firm helping clients achieve their goals as that firm grew from 4bln to 50bln in AUM
• Consulted with Central Clearing House in Budapest, Hungary and US SEC, to gain eligibility to house US Equities.

What I Love

• I actively embrace time with my family and have an 11-year-old daughter who is the apple of my eye.
• I have lived in California since 1997 largely because of the beautiful outdoors – enjoying triathlons, running, tennis, sailing and hiking with my family.

CEO, Wealth Manager and Founder

Geoffrey Hakim CFP oversees the research and development of AMP l, sits on its investment committee, and is the founder and CEO of MCM Wealth. Mr. Hakim has over 40 years of experience in investments, finance, and real estate. He founded MCM Wealth in 1997, began utilizing alternative investments for clients in 2000, and is the firm’s leader and visionary. Prior to this, Mr. Hakim worked for Merrill Lynch and a Marin County boutique wealth manager. Before moving to San Francisco in 1990, Mr. Hakim spent 14 years working in downtown Boston’s real-estate market where he was co-owner of a commercial brokerage firm and founder of a development firm.  

Mr. Hakim completed his CFP credential in 2001 after completing coursework through the University of California at Berkeley. He attended University of Massachusetts, Wentworth Institute and Boston Architectural Center.   

Elizabeth B. Hakim

Administrative Director

When I took a break from teaching first grade to have our son, Geoff recruited me to assist him with bookkeeping. As our firm grew and we added members to our team, I slowly took over HR, in addition to managing the office and organizing events. I am now applying my leadership skills to creating and tracking internal structures to enhance harmony and health within our firm. Geoff and I have been working together since 2000 and I love being a part of the team.

Experience

While growing up on Guam, Elizabeth traveled extensively all over the world with her family. She experienced many ways to live and was exposed to many different points of view. Elizabeth participated in an applied psychology program in HR at the University of Oregon. After graduating with a B.A. in Psychology, she moved to SF and worked in advertising, becoming a teacher in 1987. Now she has found her way back to HR.

Education and Certifications

• B.A. Psychology from University of Oregon, emphasis in HR, 1983
• Teaching Credential, SF State University, 1990

Highlights

• Started working with Geoff at MCM Wealth in 2000
• Teaching first and second grades for San Rafael and Mill Valley school districts
• Working at McCann Erickson Advertising Agency, SF

What I Love

• Yoga and hiking
• Having great conversations over coffee
• Spending time with family and friends (doing just about anything)
• Being a mom

Soren H. Peterson®

Soren Peterson, heads manager identification and research for AMP l. He joined the firm as an intern in June, 2018 before becoming an analyst in September, 2018. Mr. Peterson has served as a Peer Assisted Learning Specialist (PALS) at the Santa Rosa Junior College where he taught statistics to community college and adult learning students. Prior to joining the firm, he was a student at Santa Clara University’s School of Engineering from 2017-2018 where he received the Dean’s List recognition for attaining a 4.0 GPA and was rewarded a $120,000 Merit Grant. He has devoted a significant amount of time to community service serving as a build member for Habitat for Humanity Santa Clara University Chapter from 2017-2018, and before that serving as a Junior Commissioner on the County of Sonoma Commission on Human Rights from 2015-2016.