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Wealth Planning. Investment Management. Social Impact.

Helping families & institutions steward their assets to increase their impact in their communities, and focus on what truly matters to them.

Retirement & Education Planning
401k/403b, IRAs, defined benefit/pensions, EP/SIMPLE IRAs, UTMAs, 529 plans.
Investments
Equities, fixed income, mutual funds, real-estate, private equity, separately managed account.
Trusts, estates, insurance and asset protection
We collaborate with accounting, legal firms, insurance brokers, and trusted experts, including your existing partners.
Tax & investment strategies for sale of major asset, large settlements.
Liquidity events & windfall solutions
Donor Advised Funds, family foundations, charitable trusts, endowments.
Philanthropy and non-profits
Lines of credit collateralized by eligible securities, non-margin and margin lending, cash management tools, and cash sweep options.
Cash, credit and lending solutions

Your Strategic Wealth Partner

We strive to deliver exceptional financial guidance and personalized service to help you build and preserve your wealth, create a strategy for passing on a lasting heritage to loved ones or meaningful charities, and empower you to pursue your life’s aspirations.

People

M. Bilal Kaleem

Chief Executive Officer
Co-Chief Investment Officer

Profile Details

Bilal Kaleem is the co-founder, Chief Executive Officer, and Co-Chief Investment Officer of Hoopoe Advisors. His background is in finance, technology, and non-profit management. He completed Bachelor’s and Master’s degrees from MIT in Electrical Engineering and Computer Science, and a Master’s degree from Harvard focusing on finance and international trade. He is credentialed with Series 7, 24 and 66 registrations.

Prior to Hoopoe, Bilal was at J.P. Morgan in multiple roles, including the Chief Investment Office/Treasury, and Asset Management. Prior to that he led a non-profit focused on immigrant civic engagement where he completed the planning and financing of a $16 million cultural center. His experience in technology includes a communications startup, and designing business analysis software at Oracle Corporation.

Bilal’s interests include macroeconomics; religion and spirituality; skiing, hiking, and youth mentorship. He resides with his wife and three children in Wayland, MA.

M. Bilal Kaleem

Chief Executive Officer
Co-Chief Investment Officer

Suleiman Ali

Chief Compliance Officer
Co-Chief Investment Officer

Profile Details

Suleiman Ali is co-founder, Partner, and Chief Compliance Officer at Hoopoe Advisors. He brings over 25 years of experience in finance and wealth management. He studied finance at York University in Ontario, Canada, graduating as a Bachelor of Administrative Studies. He was also trained at AG Edwards University.

Suleiman’s experience prior to Hoopoe includes roles at Wells Fargo Advisors (financial advisory); Bank of Montreal (nancial advisory, lending, and mutual, funds): Sovereign Bank and IFMG Securities specialising in mutual funds and annutiesly and De Thomas Financial (financial advisory).

Suleiman is credentialed with Series 6, 7, 24, 53, 63, and 65 registrations; Life and Variable Insurance licenses; and Accredited Asset Management Specialist (AAMS) certification.

Suleiman is passionate about youth development, cycling. and politics. He resides with his wife and four children in Lexington, MA.

Suleiman Ali

Chief Compliance Officer
Co-Chief Investment Officer

Sherif Atia

Investment Advisor

Profile Details

Sherif Atia is an Investment Advisor at Hoopoe Advisors, where he is responsible for wealth management and investment advice to clients, in addition to analyses, modeling, and research. Previously, Sherif was a Retirement Peer Advisor with Bankers Life, where he helped clients fulfill their needs by aligning products and services with long-term financial goals. He is credentialed with Series 7 and 66 registrations, and is Life and Health Insurance Licensed in Massachusetts and Rhode Island.

Sherif studied Economics at Brandeis University and graduated with honors (Cum Laude) with a Bachelor of Arts degree. He then completed the CERTIFIED FINANCIAL PLANNER™ track at Northwestern University. He is passionate about international affairs, finance, and football, and lives in Boston, MA.

Sherif Atia

Investment Advisor

Robert Campbell

Financial and Operations Principal
Hoopoe Capital Markets

Profile Details

Robert is Financial and Operations Principal at Hoopoe Capital Markets LLC, a related broker-dealer that shares some supervised persons with Hoopoe Advisors. Robert has 18 years of combined experience in the management of broker-dealer, hedge fund, and investment adviser compliance and financial reporting. He is a CPA and began his career with the NASD, now FINRA, becoming a Senior Compliance Examiner.

Since then he has held Treasurer, CFO, CCO, and Chief Accounting Officer positions with a variety of firms in the industry including a dually registered RIA firm and BD, a BD engaged in corporate and public finance, a municipal bond BD, a billion dollar hedge fund and BD, and bank-owned broker-dealers. His experience includes responsibility for compliance, financial reporting, regulatory financial preparation (FOCUS, SSOI) and reporting, Net Capital, and year-end financial statement preparation for the annual PCAOB registered audit. He has also helped develop numerous compliance and reporting systems to meet financial and regulatory reporting requirements.

Robert Campbell

Financial and Operations Principal
Hoopoe Capital Markets

Britni Cole

Client Services Manager

Profile Details

Britni Cole is a Client Services Manager at Hoopoe Advisors. She is primarily responsible for supporting clients in the onboarding process, developing client relationships and outreach programs, and participating in marketing campaigns.

Prior to joining Hoopoe, Britni worked in the event management industry with leading planners and designers, emphasizing luxury design, event execution, and client services. Britni received her Bachelor’s degree from Boston College in 2023.

Outside of work, you can find Britni at Pilates, volunteering with her Rotary Club, hosting social events, or curling up with a good book. She resides in Boston, MA.

Britni Cole

Client Services Manager

Jamal Khatib

Senior Executive, Representative Office

Profile Details

Jamal Khatib is a Senior Executive at Hoopoe’s Representative Office. Previously, Jamal was a junior associate at the Boston Consulting Group. He also has been an analyst with the healthcare investment banking team of Bank of Montreal Capital Markets and interned with the U.S. Department of Commerce in the U.S. Embassy in Qatar.

Jamal graduated from Georgetown University’s School of Foreign Service with a Bachelor of Science degree in International Economics. He was also the recipient of one of five Georgetown full tuition merit-based scholarships provided by HBKU. Jamal is passionate about global politics, tennis, and finance, and lives with his family in Bedford, MA.

Jamal Khatib

Senior Executive, Representative Office

Alhassan Mahmoud

Investment Advisor

Profile Details

Alhassan Mahmoud is an Investment Advisor at Hoopoe Advisors, where he is responsible for providing wealth management and investment advice to clients, in addition to supporting the Senior Executive of the Hoopoe Advisors Representative Office.

Hassan graduated with a Bachelor of Science degree in Civil Engineering from Qatar University. Prior to joining Hoopoe, he worked in construction management and research, including: Turner International on constructing Qatar’s World Cup stadiums and Qatar National Research Fund as a research assistant in a dewatering research project.

Outside of work, Hassan is passionate about fitness, traveling, and languages. He is multilingual in English, Arabic, and German.

Alhassan Mahmoud

Investment Advisor

M. Asad Pervez

Investment Advisor
Senior Data Analyst

Profile Details

M. Asad Pervez is an Investment Advisor and Senior Data Analyst at Hoopoe Advisors. Asad holds global industry experience in Finance, Real Estate, and E-commerce. He works with clients as an Investment Advisor, and also optimizes operations, technology, data analysis & business intelligence, and cybersecurity infrastructure at Hoopoe. Previously, he has worked on large projects collaborating with Amazon, Accenture, and Salesforce.

Asad studied Commercial Real Estate Analysis and Investments from MIT. He completed his bachelor’s degree in Electrical Engineering, and also holds a dual Master’s degree in International Business and Business Analytics from Hult International Business School, where he was a Microsoft Student Partner and received a full academic scholarship. He is credentialed with Series 7 and 66 registrations.

Having lived in multiple countries, including the UAE, Kuwait, and India, Asad has a global mindset. He enjoys tennis, spirituality, and is a black belt in Kenpo Karate. Asad is multilingual in English, Urdu, and Hindi. He resides with his wife in Arlington, MA.

M. Asad Pervez

Investment Advisor
Senior Data Analyst

Syeda Ayesha Qadri

Investment Advisor

Profile Details

Syeda Ayesha Qadri is an Investment Advisor at Hoopoe Advisors, where she is responsible for providing wealth management and investment advice to clients, along with creating financial models and client presentations.

Prior to joining Hoopoe, Ayesha worked for several years in shipping & logistics where she handled complex logistical solutions for global clients and later transitioned towards health-tech where she developed a tele-heath platform to bridge the gap between patients and providers across the country. She received her Bachelor of Sciences in Management from Lahore University of Management Sciences (LUMS)and received her MBA from Boston College’s Carroll Graduate School of Management.

Outside of work, Ayesha is passionate about reading, travelling and global affairs.

Syeda Ayesha Qadri

Investment Advisor

Dr. John Robbins

Investment Advisor

Profile Details

Dr. John Robbins is an Investment Advisor at Hoopoe Advisors, where he is responsible for providing wealth management and investment advice to clients.

Dr. John Robbins joins Hoopoe following over two decades of executive leadership in the nonprofit and academic sectors. Most recently, he served as CEO of Penny Appeal USA, an international relief and development NGO focusing on economic sustainability. Previously, he founded and led the Massachusetts chapter of the Council on American-Islamic Relations (CAIR), the largest Muslim civil rights organization in the United States. Since 2020 he’s also held joint positions as Social Impact Advisor and Innovation Fellow at the Harvard Innovation Labs within the Harvard Business School.

Dr. Robbins holds a Ph.D. from Cornell University, having also studied at Swarthmore College and Oxford University, and completed postdoctoral studies at the University of Pennsylvania and Tufts University. He lives in Yorba Linda, California with his wife and two young daughters.

Dr. John Robbins

Investment Advisor

Adam Syed

Investment Advisor

Profile Details

Adam Syed is an Investment Advisor at Hoopoe Advisors where he supports clients with wealth management and investment advice, in addition to financial modeling, business analysis, and client presentations.

Prior to joining Hoopoe, Adam led a pilot business development program for financial services consulting at Oracle Corporation and served in a client-facing role as a Relationship Manager at Bank of America where he helped clients fulfill their needs by aligning products and services with long-term financial goals.

Adam completed his MBA from Boston College’s Carroll School of Management, specializing in marketing and finance. He received his Bachelor of Arts degree in Economics and International Relations from Boston University. He is credentialed with Series 7 and 66 registrations. Adam is passionate about hiking, traveling, reading non-fiction, and following the NBA.

Adam Syed

Investment Advisor

Samantha Wright

Senior Operations Manager

Profile Details

Samantha Wright is a Senior Operations Manager at Hoopoe Advisors. She is a seasoned Operations and Client Service leader, and Insurance professional.

Previously, she was a Senior Specialist at John Hancock for over 13 years. Samantha is experienced in directing top performing teams, executing strategic operational plans, and driving organizations towards high-quality customer service.

Samantha received her Bachelor of Science degree in Digital Film & Video Production, and Associate of Science degree in Television Broadcasting from the New England Institute of Art & Communication. She lives in Boston, MA.

Samantha Wright

Senior Operations Manager

Process

We offer a streamlined approach to efficiently address your financial needs.

Platform​

Online client portal that enables you to stay up-to-date with your accounts

Strength of partnership with RBC Capital Markets
  • Hoopoe partners with RBC Capital Markets (Custodian of clients’ accounts)
  • Accounts are opened at RBC, with Hoopoe as Investment Advisor.
  • RBC is a Top 15 Global Bank with $2.1 Trillion in Assets as of Q3 2024
  • RBC has over 100,000 employees and over 18 million clients.
  • RBC provides access to state-of-the-art Trading, Alternative Investments, Technology, Research, Compliance, Service.
Private Concierge Banking & Lending Solutions
  • Complimentary ACH, and domestic and international wires.
  • Online Bill Pay, complimentary check writing.
  • Visa® Platinum Debit Card with Apple/Google Pay.
  • RBC Credit Access Line (secured against holdings in your account).
  • 24/7 concierge service, assistance with restaurant reservations, event tickets and travel.
  • Live view of all account transactions.
  • Statements, tax documents & trade confirmations.
  • Market data, investment research, stock watchlists.
  • Simplify your financial life: aggregate viewing access to all external accounts in one login.
Mobile App and Online Portal
  • Total insurance coverage for securities:

$100,000,000 (including max of $1,150,000 cash)

  • Excess SIPC coverage:

$99,500,000 (maximum $900,000 cash). Subject to a maximum aggregate of $400 million.

  • FDIC coverage for RBC insured cash:

$5,000,000 ($10,000,000 for a joint account)

RBC Capital Markets' Asset Protection & Regulation

We Service Clients in the US and Internationally

Frequently Asked Questions

We welcome everyone to set up an initial complimentary consultation. In this consultation, you’ll get a better sense of our services and if we are a good fit. We don’t turn away anyone based on their net worth.
Hoopoe Advisors aims to provide comprehensive wealth management services including investment management, retirement planning, education planning, estate and trust strategies.
All investment decisions at Hoopoe Advisors are made in-house. As an independent investment advisor, we have the flexibility to select the opportunities from the broader investment universe across public equities, private shares, real estate, and mutual funds. Our investment philosophy emphasizes ethical investing, and that our clients' investments align with their values. We carefully screen for and seek to avoid industries such as alcohol, gambling, pornography, tobacco, and war-making.
Yes, our services are curated to the investor's goals and investment preferences.

KEY RELATIONSHIPS​

Get in touch for a complimentary consultation today​

Hoopoe Advisors strives to deliver exceptional financial guidance and personalized service to help you build and preserve your wealth.