Our People

Erman Civelek, CFA, CAIA, CFP®

Senior Vice President
Investment Strategist

Mr. Civelek is responsible for portfolio management, risk analysis, asset allocation, ETF strategies and third-party manager evaluation at Beacon. He is also responsible for managing the in-house risk-controlled investment strategies that offer enhancement, income, and hedging solutions using ETFs and index options. He leads Beacon Investment Advisory Services’ investment committee meetings and his particular area of expertise is alternative asset class strategies. Prior to joining Beacon, Mr. Civelek served as a lead portfolio manager at Acertus Capital, where he managed three long-short equity strategies using a systematic, rules-based process designed to control risk and deliver predictable returns. He also worked at MDE Group, where he carried out fundamental and technical analysis with respect to investment strategies and the financial markets. He developed and maintained MDE's quantitative and qualitative due diligence process used to evaluating external investment managers.

Mr. Civelek graduated summa cum laude with a B.A. in economics from Rutgers College, where he was a member of Phi Beta Kappa and Golden Key National Honor Society beginning in his junior year. He is also a Chartered Financial Analyst (CFA) charter holder.  He also holds the Chartered Alternative Investment Analyst (CAIA) degree and is a CERTIFIED FINANCIAL PLANNER™, having received that designation from the College for Financial Planning in Denver, CO.