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.
Mr. Abouhend attended Cairo University, where he received a B.S. in Electronic and Communication Engineering.
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.
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.
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.
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.
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.
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.
Mr. Peterson is currently continuing his education in finance at NYU Stern Undergraduate College
If you’re looking for a safer, more reliable, more productive way to invest along with state-of-the-art tools for impact investing, insurance planning, estate planning and charitable giving, let’s have a talk.
*Past performance is not indicative of future results. Investors should be aware that “Alternative Investments” or hedge funds often engage in leverage, short-selling, arbitrage, hedging, derivatives, and other speculative investment practices that may increase investment loss. This message is not an offer to sell any interests of such funds. The disclosure document of such funds contains a complete description of the principal risk factors and fund expenses. Prior to investment, investors should carefully read the fund’s disclosure document to determine whether such investment is appropriate for them in light of their financial condition. These investments are proprietary and are available for prospective investors only through MCM Wealth LLC. Please see our Disclosure document.
At MCM Wealth, we specialize in planning and creating portfolios designed to perform regardless of the direction of the economy. We do this primarily via well researched alternative investments that are specifically chosen to be both defensive and productive in bull, bear and recessionary markets. We provide clients in the San Francisco Bay area with whole life financial planning services, private wealth management solutions, alternative portfolio management assistance, asset management, estate planning services, charitable giving solutions, impact investing options, and insurance planning services to business owners, ceo’s, dentists, doctors, entrepreneurs, executives, families, individuals, and impact investors in the San Francisco Bay area. We also serve clients in the Corte Madera, Fairfax, Greenbrae, Larkspur, Point Reyes, San Anselmo, Sausalito, and Stinson areas.
We were founded in 1997 and have offices in Novato California, a suburb San Francisco. We are dedicated to understanding our clients and then providing the highest level of research-based financial management, objectivity, performance, planning, service and communication. We select and offer best-of-breed financial managers in those wealth investment niches that we believe will best serve our clients. We are a fee-only practice, which means we act as a fiduciary for our clients. Our financial advice, financial services and financial solutions are designed to withstand the test of time. We look forward to learning more about you and how we may be of help. Below is a full list of services we offer: