Samer Habl

Q: What is Samer Habl email address?

Email Samer Habl at samerhabl@yahoo.com and samerhabl@fingage.com. This email is the most updated Samer Habl email found in 2026.

Q: How to contact Samer Habl?

To contact Samer Habl send an email to samerhabl@yahoo.com or samerhabl@fingage.com. If you want to call Samer Habl try calling on +14154255356. (updated on October 30, 2024)

Founder & CEO at Fingage | San Francisco, California, United States

About Samer Habl

Samer Habl is the visionary Founder and CEO of Fingage, a cutting-edge financial technology platform that is revolutionizing the way Registered Investment Advisors (RIAs) manage their investment workflows. With a robust background in Entrepreneurship and Asset Management, Samer leverages his expertise in Tactical Asset Allocation and Portfolio Optimization to provide innovative solutions that empower advisors to automate and scale their operations. Under his leadership, Fingage has developed a suite of tools that includes portfolio management automation, custom direct indexing, and advanced tax management strategies such as tax loss harvesting. This comprehensive approach not only enhances efficiency but also allows advisors to offer personalized investment strategies tailored to their clients' unique financial goals.

Samer's strong quantitative skills, honed through his M.Sc. in Engineering Economic Systems & Operations Research from Stanford University, enable him to navigate complex financial landscapes and implement data-driven decision-making processes. His proficiency in Global Macro, Fixed Income, and Equity Research positions Fingage at the forefront of the fintech industry, as the platform integrates sophisticated analytics with user-friendly interfaces. By focusing on personalized glide paths and financial planning, Fingage is setting new standards for client engagement and satisfaction.

In addition to his role at Fingage, Samer is passionate about fostering innovation in the financial sector, advocating for the adoption of technology that enhances investment management practices. His commitment to excellence and forward-thinking approach continues to drive Fingage's mission to empower RIAs, making sophisticated financial strategies accessible and efficient for advisors and their clients alike.

Samer Habl Work

Founder & CEO at Fingage in May 2015 to Present

SVP and Portfolio Manager, Tactical Asset Allocation at Franklin Templeton Investments in September 2010 to May 2015

Managing Director, Global Tactical Asset Allocation research at Mellon Capital Management in November 1999 to July 2009

Samer Habl Skills

Global Macro

Alternative Investments

Hedge Funds

About Samer Habl's Current Company

Fingage

Discover more about Fingage

Frequently Asked Questions about Samer Habl

What is Samer Habl email address?

Email Samer Habl at [email protected] and [email protected]. This email is the most updated Samer Habl email found in 2026.

What is Samer Habl phone number?

Samer Habl phone number is +14154255356.

How to contact Samer Habl?

To contact Samer Habl send an email to [email protected] or [email protected]. If you want to call Samer Habl try calling on +14154255356. (updated on October 30, 2024)

What company does Samer Habl work for?

Samer Habl works for Fingage

What is Samer Habl's role at Fingage?

Samer Habl is Founder & CEO

What industry does Samer Habl work in?

Samer Habl works in the Financial Services industry.