Boston, MA Massachusetts Avenue Office

Alhassan Mahmoud is a financial advisor at Hoopoe Advisors in Boston, MA, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Hoopoe Capital Markets and Hoopoe Advisors, as well as a year as a self-employed fitness trainer. Hoopoe Advisors primarily serves individual and high-net-worth clients, offering comprehensive wealth management services including financial planning, retirement-plan advisory, and portfolio management. The firm uses a combination of fundamental, technical, and cyclical analysis to construct personalized portfolios across various asset classes, providing both discretionary and non-discretionary management.

Mohammad Pervez is a financial advisor with Hoopoe Advisors in Boston, MA, holding a Series 66 designation and three years of industry experience. Prior to joining Hoopoe Advisors, his work background includes roles at Hoopoe Capital Markets and Hult International Business School. He is the owner of 13fexcel, an online platform for downloading financial filings. Hoopoe Advisors provides comprehensive wealth management and financial planning services primarily for individual and high-net-worth clients, as well as select charitable organizations, small businesses, and pension/retirement plan clients. The firm tailors investment strategies to client goals and risk tolerances using a diverse mix of assets and employs systematic portfolio review and tax-efficient management approaches.

Syeda Ayesha Qadri is a financial advisor at Hoopoe Advisors in Boston, MA, holding a Series 66 designation with two years of industry experience. Her prior roles include positions at Trinity Life Sciences, Boston College, Dawaai Pvt Ltd, Maersk Pakistan, and Lahore University of Management Sciences. Hoopoe Advisors primarily serves individual and high-net-worth clients, offering comprehensive wealth management services including financial planning, retirement-plan advisory, and portfolio management through a wrap fee program and third-party platforms. The firm employs a mix of fundamental, technical, and cyclical analysis across various asset classes and provides both discretionary and non-discretionary management.

John Robbins is a financial advisor at Hoopoe Advisors in Boston, MA, holding a Series 66 designation with three years of industry experience. His prior roles include work at Penny Appeal USA and CAIR-Massachusetts. Outside of his advisory duties, Robbins serves as an adjunct professor at BIS, teaching public speaking and communication. Hoopoe Advisors primarily serves individual and high-net-worth clients, offering comprehensive wealth management including financial planning and portfolio management. The firm employs a personalized investment approach utilizing fundamental, technical, and cyclical analysis across a diverse range of asset classes.

Adam Syed is a financial advisor with Hoopoe Advisors in Boston, MA, holding a Series 66 registration and four years of industry experience. He has worked with Hoopoe Advisors since 2021 and previously held positions at Oracle Corporation and Bank of America. Syed is also a registered representative with Hoopoe Capital Markets, LLC, the firm's affiliated broker-dealer. Hoopoe Advisors provides wealth management and financial planning services primarily for individual and high-net-worth clients, as well as charitable organizations, small businesses, and pension/retirement plans. The firm employs tailored investment strategies using a variety of asset classes and analysis methods, with regular account reviews and tax-efficient management.

Suleiman Ali is a financial advisor at Hoopoe Advisors in Boston, MA, holding Series 63 and Series 66 licenses with 22 years of industry experience. He co-founded Strengthening Families and Communities, LLC, where he serves as Chief Compliance Officer and Investment Adviser Representative. Ali has worked at Hoopoe Capital Markets, LLC since 2018 and has been associated with LPL Financial, LLC since 2009. Outside of advising, he is the owner of a trucking business operated by a third party. Hoopoe Advisors primarily serves individual and high-net-worth clients, also advising charities, small businesses, and self-trusteed pension plans. The firm offers comprehensive wealth management services and constructs personalized portfolios using fundamental, technical, and cyclical analysis across various asset classes, providing both discretionary and non-discretionary management.

Jamal Khatib is a financial advisor at Hoopoe Advisors in Boston, MA, with six years of industry experience. He holds the Series 66 designation and has worked previously at Boston Consulting Group, BMO Capital Markets, and the U.S. Embassy in Qatar. Hoopoe Advisors provides comprehensive wealth management and financial planning primarily for individual and high-net-worth clients, using tailored investment strategies that include a mix of mutual funds, ETFs, equities, fixed income, and alternative investments. The firm also serves charitable organizations, small businesses, and pension/retirement plans.

Mohammad Kaleem is a financial advisor with Hoopoe Advisors in Boston, MA, holding a Series 66 designation and bringing 10 years of industry experience. He has worked with Hoopoe Advisors since 2016 and was previously with LPL Financial for one year. Kaleem is also a co-founder and managing partner of Strengthening Families & Communities, LLC. Hoopoe Advisors provides comprehensive wealth management and financial planning primarily for individual and high-net-worth clients, as well as select charitable organizations, small businesses, and retirement plans. The firm uses tailored investment strategies incorporating mutual funds, ETFs, equities, fixed income, and alternative investments, with regular account reviews and tax-efficient management.

Sherif Atia is a CFP® with seven years of experience in the financial services industry. He has worked at Hoopoe Advisors and Hoopoe Capital Markets since 2019 and spent one year with Bankers Life prior to that. He also conducts fixed insurance sales as a secondary business activity. Hoopoe Advisors provides comprehensive wealth management and financial planning primarily for individual and high-net-worth clients, as well as select charitable organizations, small businesses, and retirement plans. The firm employs tailored investment strategies combining mutual funds, ETFs, equities, fixed income, and alternative investments, with regular portfolio reviews and tax-efficient management practices.