Azim Nakhooda

Azim Nakhooda is a Senior Partner at Cedar Brook Group, now part of SEIA, based in Cleveland, Ohio. In this role, he leads wealth management and investment strategy initiatives, tailoring portfolio solutions for high-net-worth individuals, families, and institutions. Nakhooda is recognized for developing customized investment plans and advising client relationships on a wide array of financial objectives, including retirement planning and risk management.

With over 30 years of experience, Nakhooda’s background includes serving as Director of Investments at Cleveland Financial Group, where he managed portfolio construction and coordinated asset management strategies, as well as prior experience at Fidelity Investments in Boston focused on philanthropic asset management. At Cedar Brook Group, his work primarily emphasizes diversified investment portfolios covering equities, fixed income, alternative assets, and multi-asset solutions for sophisticated investors.

Nakhooda holds an MBA in Finance from the Weatherhead School of Management at Case Western Reserve University and a Bachelor of Science degree from Boston College. He is active in industry forums, has contributed to national financial publications, and was elected to the National Board Committee of the Arthritis Foundation, highlighting both his professional leadership and commitment to community engagement.