Acumen Wealth Advisors Hires Portfolio Analyst, CFA®

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Two-time NCAA, SEC Champion and Mensa member joins Chattanooga-based financial planning firm

CHATTANOOGA, TN January 24, 2019 – Acumen Wealth Advisors, LLC® is pleased to announce it has hired Wesley Flatt as a Portfolio Analyst.  Wesley joins Acumen to further enhance the investment process through detailed market research and analysis of client portfolios and their underlying holdings.

“Wesley’s knowledge and experience brings significant value to our firm and our clients.  Wesley adds a fresh perspective to our portfolio management process and has a unique ability to formulate strategies and communicate complex issues,” says Acumen’s Reese Veltenaar, Wealth Strategist and Managing Partner. “Although no small feat to earn a CFA designation, one of the most respected accomplishments in the financial industry, he has a list of other accomplishments setting him apart. He knows how to work with a team, as a two-time NCAA and SEC champion, has met the President of the United States, and has been a member of Mensa since 1992.  We are excited to welcome Wesley to our firm.”

As a member of Acumen’s Portfolio Management Committee, Wesley conducts detailed portfolio analysis by studying economic trends affecting the performance of various types of investments and evaluates historical correlations.  He also performs special analyses in response to market events, client concentrations and research requests, and communicates investment ideas and strategies with clients.

Prior to joining Acumen, Wesley served as Vice President on the Equity Analyst team of Regions Investment Management (RIM), was an Equity Trader on the RIM trading desk, and managed due diligence for the RIM Alternatives Strategies Group.  He earned a Bachelor of Science with Honors in Finance from Auburn University and is a designated Chartered Financial Analyst® (CFA®).

About Acumen Wealth Advisors

Acumen is an independent fee-based Registered Investment Adviser (RIA) providing customized, active asset management and financial planning.  Acumen proudly serves clients in 16 states and is committed to the fiduciary standard of always acting in our clients’ best interests. The Acumen team helps families invest intentionally and to achieve their financial objectives through education, strategic planning, frequent communication, and leveraging the latest technology to build trust and strong client relationships.  For more information, visit www.acumenwealth.com.

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Acumen Wealth Advisors, LLC® is a Registered Investment Adviser.  This press release is solely for informational purposes.  Advisory services are only offered to clients or prospective clients where Acumen Wealth Advisors, LLC® and its representatives are properly licensed or exempt from licensure.  Past performance is no guarantee of future returns.  Investing involves risk and possible loss of principal capital.  No advice may be rendered by Acumen Wealth Advisors, LLC® unless a client service agreement is in place.

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