Austin Hagaman, CFA®, CFP®, AWMA®

Austin Hagaman, CFA®, CFP®, AWMA®, has gained extensive experience in the financial industry. Austin started their career at Pinnacle Associates as a Financial Advising Assistant Analyst in 2009. After this, they worked at WithumSmith+Brown as an Assistant Marketing Coordinator for a short duration in 2010.

In 2011, Austin joined Withum Wealth Management, where they held multiple roles as a Wealth Advisor, Investment Manager, and Partner. Withum Wealth Management is a Registered Investment Advisor that offers custom investment management solutions, combining the resources of a multi-billion dollar investment advisory firm with WithumSmith+Brown, a renowned accounting and consulting firm.

During their tenure at Withum Wealth Management, Austin also served as an Associate Portfolio Manager at Pinnacle Associates from 2011 to 2015. Pinnacle Associates, a multi-billion dollar Registered Investment Advisory firm, specializes in providing investment management solutions to affluent individuals and institutions.

Throughout their career, Austin has demonstrated their expertise in wealth management, investment advisory, and financial analysis. Their qualifications include the Chartered Financial Analyst (CFA®), Certified Financial Planner (CFP®), and Accredited Wealth Management Advisor (AWMA®) designations.

Austin Hagaman, CFA®, CFP®, AWMA®, obtained a Bachelor of Science degree in Finance from Providence College, where they attended from 2009 to 2011. Prior to that, they pursued Business Economics at Sacred Heart University from 2007 to 2008. Austin completed their high school education at Christian Brothers Academy, earning a High School Diploma from 2003 to 2007.

In addition to their formal education, Austin has obtained several certifications. Austin became a Chartered Financial Analyst® (CFA) Charterholder in February 2022, certified by the CFA Institute. Austin also obtained the Accredited Wealth Management Advisor sm certification from the College for Financial Planning in April 2015. Furthermore, Austin became a CERTIFIED FINANCIAL PLANNER™, certified by the CFP Board, in December 2014. Lastly, they obtained the Series 65: Uniform Investment Adviser Law Examination certification from FINRA in January 2013.