OCTOBER 2024. KENNESAW, Ga.— Henssler Financial is pleased to announce the promotions of Nick Antonucci, CVA, CEPA, to Director of Research, and Jacob Keen, CFA, to Director of Investments. Mr. Antonucci has been with the firm since 2009, playing a pivotal role as a Research Analyst, while Mr. Keen has contributed his expertise since joining the firm in 2016 as a Research Analyst. Both bring a wealth of experience and leadership to their new roles, further strengthening the firm’s commitment to delivering top-tier financial insights and investment strategies.
“Nick and Jacob have been integral members of our in-house Research Department and Henssler Portfolio Committee for many years,” said William G. Lako, CFP®, President and Principal of Henssler Financial. “They have been instrumental in maintaining our model portfolios and supporting client asset allocation decisions. I am confident they will continue our long-standing practice of making high-quality investment decisions while maintaining a well-balanced strategy for capital growth.”
As Director of Research, Mr. Antonucci will oversee investment analysis, trading activities, fixed income security selection, security and model management within Tamarac, as well as manage all external model literature, including communication of model changes to the firm’s employees and clients.
Mr. Keen will evaluate prospective investments by conducting due diligence, monitoring economic conditions, identifying potential risks and challenges within the portfolio, and developing contingency plans to mitigate them.
“I’ve worked with Nick and Jacob on the Portfolio Committee, and their deep analytical skills and strategic insights have been invaluable to our investment decisions,” said Stacy Haubenschild, Chief Operating Officer of the firm. “Nick’s ability to break down complex financial data and Jacob’s expert understanding of market trends have consistently enhanced our portfolios. Their promotions are well-deserved, and I’m excited to see how their leadership will continue to drive our success.”
As members of the Henssler Portfolio Committee, they contribute to allocation and selection decisions and other shared portfolio management activities, including security analysis, ongoing due diligence, and risk management for all investments recommended in Henssler Model Portfolios.
About Henssler Financial
With assets under advisement of more than $3.22 billion, as of June 30, 2024, Henssler Financial has been delivering comprehensive financial solutions to its individual, corporate, and institutional clients for more than 35 years. Founded in 1987 by Gene W. Henssler, Ph.D., Henssler Financial provides solutions that incorporate a range of services, including wealth management, financial planning, tax preparation and consulting, small-business retirement planning, and estate planning. The firm hosts “Money Talks,” your trusted resource for your money, your future, your life—airing Saturday mornings from 10-11 a.m. on AM 920 The Answer.
More information on Henssler Financial can be found on the firm’s website, www.henssler.com including important disclosures regarding Henssler Financial and its businesses.
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Media Contact: Kelly-Lynne Scalice · kscalice@henssler.com · 678-797-3781