OUR TEAM
At the heart of our success lies our exceptional team. It is their collective expertise, creativity, and collaborative spirit that drives tangible results for you.
We are deeply committed to attracting, partnering, embracing, and nurturing top talent in the industry.
Our Custodian
We have partnered with Interactive Brokers, LLC (IBKR); one of the world’s largest online broker to hold clients funds, facilitate trades, and provide access to global markets. Clients can access their accounts 24/7 via internet, phone, laptop and hand held device.
When placing your money with a broker, you need to make sure your broker is secure and can endure through good and bad times. Our strong capital position conservative balance sheet and automated risk controls are designed to protect IBKR and our clients from large trading losses.
CEO
Adil Mackwani
Adil N. Mackwani “Mack” is a highly experienced investment advisor specializing in serving high net worth individuals, institutional investors, and real estate investors. With a strong background in business and finance, he holds a Bachelor's degree in Government from the University of Texas at Austin and an MBA in Finance and Investment Management from the University of Houston. As a Registered Investment Advisor (RIA), Mack is committed to serving his clients' best interests and is currently pursuing the prestigious Certified Financial Planner (CFP) designation.
In 2019, Mack founded his boutique investment management firm to address the industry's gaps and provide comprehensive financial solutions to high-net-worth individuals, institutional investors, and real estate investors. His firm offers a range of specialized services tailored to meet the unique needs of these clients. Mack holds licenses with various institutions, including FINRA Series 6, 63, and 65 licenses, as well as Texas Life and Health Insurance and Property and Casualty Insurance licenses. Additionally, his real estate licenses enhance his ability to assist clients with their diverse investment portfolios.
Mack’s professionalism, ethical approach, and dedication to delivering outstanding results make him a trusted advisor for high-net-worth individuals, institutional investors, and real estate investors seeking expert financial guidance and strategic investment opportunities.
US & International Business
Taimur Qadir
Taimur Qadir “TQ” has a Bachelor's degree in Economics with a minor in Corporate Finance from Clark University. He has worked in the financial services industry for Fortune 500 institutions since 1997. His licensed career working with individuals, families, and small businesses began in 2002. Taimur has held various positions, including managing a top-performing team of 17 advisors for MetLife. He decided to pursue his own path in 2019 due to his experience with major financial institutions and witnessing market downturns. His entrepreneurial mindset and past experiences influenced this decision.
Taimur is a Registered Investment Adviser (RIA), which means he acts as a fiduciary, representing the best interests of his clients rather than a financial institution. He holds licenses such as FINRA series 6, 63, and 65, as well as the Texas Life & Health Insurance license. This allows him and his firm to offer a wide range of traditional and non-traditional investments, always prioritizing the clients' best interests.
Taimur specializes in investment research
and financial analysis, as well as trans-national Advanced Tax Planning and Business Exit Planning for business owners and highly compensated self-employed professionals.
Senior Financial Advisor
Dilip John
Dilip John serves as a senior advisor at M&A Wealth, where he plays a pivotal role in bridging the gap between sophisticated institutional investing and individual investors. With extensive experience at leading financial institutions, including Goldman Sachs, Wells Fargo, and JP Morgan Chase, Dilip has developed a deep understanding of the markets and investment strategies. He utilizes advanced trading systems and backend processes to enhance investment strategies, ensuring that his clients receive the best possible guidance for their financial journeys.
Dilip's approach goes beyond numbers; he is deeply committed to empowering his clients through innovative solutions that help them grow their portfolios, optimize performance, and navigate complex market environments with confidence. His ability to foster strong relationships is a cornerstone of his practice. He believes that understanding each client's unique aspirations and challenges is essential to delivering tailored support and exceptional value.
On a personal note, Dilip values the importance of balance in life. He enjoys engaging with clients on a deeper level, often discussing their goals and aspirations beyond just financial metrics. In his free time, he loves outdoor activities such as hiking and biking.