Meet the Team

Hiba A. Khan, CFA, FMVA

Senior Financial Analyst

Ms. Khan, a Chartered Financial Analyst (CFA) and Financial Modeling and Valuation Analyst (FMVA), serves as a Senior Financial Analyst for the firm.

Ms. Khan has over 12 years of experience in investment analysis and investment advisory services. Prior to joining the firm, she was a Portfolio Manager for a family office where she was responsible for asset allocation, selection of asset managers and performance monitoring.

Ms. Khan is an active member of the CFA Institute, and CFA Society of Dallas-Fort Worth. She received a Bachelor of Science degree in finance from Gulf University for Science & Technology and graduated with a GPA of 4.0.

Careers

Devoted. Driven. Disciplined. We serve as trusted advisors for a unique set of families.