Mr. Fadel Lawandy has extensive experience in the financial industry with expertise in banking, credit management, commercial/residential real estate acquisition and financing, business lending, mergers and acquisitions, quantities and qualitative analysis and research, and portfolio management.
He retired as a Guided Portfolio Manager from Morgan Stanley Smith Barney to join Hunter Wise Financial Group, LLC as a Managing Director. He is the Co-Founder and President of Hunter Wise Capital Partners, LLC, a Hunter Wise Financial Group, LLC company dedicated to the creation and management of opportunity funds. He is also an Assistant Professor of finance and real estate at Chapman University.
Fadel serves as the President of the CFA Society of Orange County on its Board Directors, and is an active member of CFA Institute.