Ziad Wehbe, CRPS®, APMA®

Ziad Wehbe is an accomplished Wealth Management Advisor with a focus on goals-based financial planning. Ziad's clients benefit from his extensive experience in investment and portfolio management, socially responsible investing, tax-managed investing, and alternative investments. He is a Chartered Retirement Plans Specialist professional designation holder, providing exceptional pension and retirement plan consulting while also offering business succession planning, risk management and insurance services, and executive solutions. Ziad received his education from the University of Rochester's William E. Simon Graduate School of Business Administration, where he studied Quantitative Finance, Econometrics, and Statistical Analysis after studying Economics and Finance at the university. His professional experience extends from his role as Managing Director at Balfour Capital, LLC to his prior roles as a Wealth Management Advisor at Royal Alliance Associates INC, a Financial Advisor at Principal Financial Group, a Financial Advisor at Morgan Stanley Smith Barney, and an Equity & Currency Trader at FXCM. Ziad's background also includes experience as a Certified Executive Chef, Executive Chef, Professional Chef, Litigation Specialist, and Commercial Real Estate Analyst.