Meet the Team
Frederick W. Wahl, Jr., CFA, CIMA
Mr. Wahl, a Chartered Financial Analyst and Certified Investment Management Analyst, serves as the firm’s Chief Compliance Officer. His expertise includes the areas of asset allocation, financial and operational risk management, asset/liability management and related issues confronted by the wealthy family and firms that serve them.
Mr. Wahl has over 40 years of experience, primarily in the trust and investment management business (and 2 years as an institutional broker). He served as Managing Director and Partner of Cinque Partners LLC, an independent registered investment advisor formed in 2012 as a spin-out from Wells Fargo Bank. Prior to joining Wells Fargo as a portfolio manager in 1992, he managed the fixed income portion of the American Airlines pension plan as a member of the in-house portfolio management team, and supported its plan sponsor group with equity analysis to aid in monitoring its third-party managers. Fred’s early career consisted of work in traditional trust investment management, bank portfolio management and chief investment officer of a bank-owned registered investment advisor.
Mr. Wahl is an active member of the CFA Institute, CFA Society of Dallas-Fort Worth and the Investment Management Consultants Association.
Mr. Wahl received a Bachelor of Science degree in economics and finance from Lehigh University.