Regional Director, Senior Consultant, CIMA®
Ahmed oversees the firm’s Washington, DC consulting efforts and services institutional clients by providing advice and counsel on all areas of fund oversight including policy, asset allocation, manager research, portfolio structure, portfolio rebalancing, performance monitoring and overall investment policy. Ahmed co-leads our Associations Business Council and is a non-voting member of our Investment Committee. Prior to joining the firm, he was Deputy Managing Director at ORION Investment Advisors, which was acquired by Fiducient Advisors in 2017. He received a BA in Economics from the University of Virginia and obtained the title Certified Investment Management Analyst (CIMA®) from the Investments & Wealth Institute’s (formerly IMCA) accreditation program at the Wharton School of Business. A member of the Investments & Wealth Institute, he also serves on the editorial board of the Institute’s bimonthly educational magazine, Investments & Wealth Monitor. Ahmed is the past Chair of the ASAE Finance and Business Operations Section Council and is a co-author of Association Investment Policies, Practices and Performance, published by the ASAE Foundation. Ahmed serves on the Investment and Pension Subcommittee of United Way Worldwide. When he’s not playing with his young daughter, Ahmed is nervously following his Virginia Cavaliers athletic teams.