Khurram Naveed CFA
LPL Operations Manager
How He Can Help You
Khurram is a co-portfolio manager for Cornerstone Wealth Portfolios (CWP), a managed fee-based investment program that offers our advisors more than 50 portfolios that can help clients pursue financial goals. He focuses on ensuring due diligence in the investment selection process and is passionate about keeping our advisors and their clients at the heart of his work.
What Makes Him Knowledgeable
Prior to joining CWP, he was a business valuation analyst at Health Capital Consultants. Khurram is a CFA® charterholder and a member of the CFA Society of St. Louis.
He graduated cum laude from the University of Missouri-St. Louis with a Bachelor of Science in economics. He also earned a Master of Arts in economics and an MBA with honors from the University of Missouri-St. Louis.
Getting to Know Him
Khurram resides in St. Louis with his wife, Sana.