Withum Wealth Management
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.
Withum Wealth Management
Withum Wealth Management (WWM) is an independent registered investment adviser (RIA) providing unbiased wealth management advice to clients primarily residing in tristate area, Pennsylvania, Boston, and Florida. Withum Wealth Management was co-founded by principals of Pinnacle Associates Ltd., a multi-billion-dollar investment advisor, and WithumSmith+Brown, a nationally recognized accounting and consulting firm. Our advice takes into consideration changes in your personal life, the regulatory environment, and the global financial markets. As an RIA, we are legally bound to put your interests first throughout the relationship and act in utmost good faith, in a manner we believe represents your best interest. Our one goal is to deliver a tax sensitive, cost effective portfolio that matches your objectives and unique factors. Our team of trusted financial advisers is committed to fulfilling your investment management, cash flow planning and wealth counsel needs. We serve a diverse group of private clients including pharmaceutical, medical, legal and accounting professionals. Our clientele also consists of entrepreneurs, business executives, retirees and people experiencing life changing events. Visit http://www.withumwealth.com/ for more information!