Wahdy Capital was founded in 2015 as a registered investment adviser based in Sacramento, California. The firm was established by a team of professionals with backgrounds in investments, political science, and research. Since then, we have grown and evolved into an investment management and wealth advisory firm with clients across the globe. Our mission is to be a socially responsible firm, providing investors with expert advice and dynamic investments through our wealth management and investment management solutions.
MUHAMMAD R. WAHDY
Chief Executive Officer & Managing Director.
Muhammad Wahdy is the founder and CEO of Wahdy Capital. In addition to his role as CEO, he serves as Portfolio Manager and runs the firms investment strategies. Muhammad holds the Series 7 and Series 66 securities license exams.
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Heather serves as an advisor to Wahdy Capital's wealth management and institutional clients. Dr. Hughson also co-manages the firm's research, consulting, and operations management divisions. She completed her PhD in Political Science and holds a Series 65.
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William works closely with our advisors to better serve our clients to provide them with a seamless on-boarding experience. He also manages business development and community outreach efforts. William has a background in healthcare IT consulting and served in the Navy as a Second-Class Petty Officer (FMF).