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Keith P
CFP®
Dallas, TX
Ackerman Capital Management
Keith Pillers is a CFP® professional with seven years of industry experience. He has worked at Ackerman Capital Management since 2019 and previously held roles at Bank of Texas and THE MILESTONE GROUP, INC. Ackerman Capital Management provides wealth management services to high-net-worth individuals, families, trusts, corporations, charitable entities, and certain pension plans. The firm offers separately managed accounts and retirement plan consulting, and also sponsors private pooled funds, including a municipal bond fund and a multi-strategy digital-asset fund.
John H
CFA®, Series 63
Dallas, TX
Ackerman Capital Management
John Hea is a CFA® charterholder with 16 years of industry experience, currently serving as an advisor at Ackerman Capital Management in Dallas, TX since 2010. He is also the managing member of AMONKEYS, LLC, a marketing business where he designs logos and apparel sold through his fishing club. Ackerman Capital Management provides investment advisory services to individuals, families, charitable entities, corporations, and retirement plans through separately managed accounts and pooled investment vehicles. The firm employs written investment policies and typically uses exchange-traded funds and no-load mutual funds, while also sponsoring private investment partnerships that include municipal fund exposures and multi-strategy digital-asset funds.
David A
CFP®, CFA®, Series 65
Dallas, TX
Ackerman Capital Management
David Ackerman is a CFP®, CFA®, and holds a Series 65 license with 21 years of industry experience. He has been with Ackerman Capital Advisors, LLC since 2002 and is based in Dallas, TX. Ackerman Capital Management serves individuals, families, charitable entities, corporations, and certain retirement plans through separately managed portfolios, financial planning, and retirement plan consulting. The firm distinguishes itself by sponsoring and advising private investment partnerships, including vehicles targeting closed-end municipal fund exposures and multi-strategy digital-asset funds, alongside its separate-account business.
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