About

Disciplined, research-driven portfolio management designed to navigate changing markets

Fahad is responsible for overseeing portfolio strategy, investment research, and portfolio construction for client portfolios. With nearly two decades of experience in wealth management and investment advisory, Fahad brings deep expertise in asset allocation, portfolio design, and long-term wealth planning.

Prior to joining Union Savings Bank, Fahad worked with high-net-worth individuals, families, and institutions, advising on diversified investment strategies designed to balance growth, income, and capital preservation. His experience spans equities, fixed income, alternative investments, and tax-aware portfolio management.

Fahad is a Chartered Financial Analyst (CFA) charter holder and has nearly 20 years of experience in the financial industry. He holds a bachelor’s degree in finance from James Madison University and remains actively engaged in continuing professional education and investment research.

Hasan’s Niche

Fahad’s investment philosophy centers on disciplined asset allocation, rigorous research, and maintaining a long-term perspective through changing market environments.

Core Values

Fahad works closely with clients and advisors to design portfolios aligned with each client’s financial goals, time horizon, and risk tolerance.