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Hefty Wealth Partners appoints David Abuaf as CIO

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Hefty Wealth Partners has expanded its investment committee with the addition of David Abuaf, who will assume the duties of Chief Investment Officer and will direct the implementation of the firm’s flexible advance and protect investment strategy.

In addition to holding the Chartered Financial Analyst designation, Abuaf brings experience and expertise in market, economic and financial analysis that will allow the firm to make informed investment decisions.

The investment committee, also consisting of Chief Executive Officer David Hefty and Wealth Partner Doug Lockwood, now boasts an enhanced team of top-notch professionals who demonstrate a blend of analytical and in-depth investment knowledge with an understanding of clients’ unique financial needs.

"David has demonstrated a wide breadth of knowledge and an impressive resume that will enhance our clients’ experiences and will broaden the range of services we offer individuals and institutions," says CEO and Co-founder David Hefty (pictured). "David is a skilled, intelligent investment professional, and his addition is indicative of our commitment to helping our clients with strategies to build and preserve their wealth."

"I’m excited for the opportunity to be a part of the Hefty Wealth Partners team, and I am looking forward to maintaining and building upon the firm’s steadfast commitment to personal service and unbiased advice," says Abuaf.
 

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