Cyrille Mahfoud, CFA 🇫🇷

ex-LPL Financial | Buy-Side | Allocator | Lecturer | ex-CCO. I provide services, experiences, solutions and create all things investment.

laquintaca.gov

cfasociety.org

lpl.com

wellsfargoadvisors.com

ubs.com

Contact info

cyrillemahfoud

Adjunct Professor of Finance

Fowler College of Business at San Diego State University

• www.linkedin.com/school/sdsufowler

Jan 2024 - Present

San Diego, California, United States

Portfolio Manager

Private Asset Management, Inc.

• www.linkedin.com/company/private-asset-management-inc-

• Full-time

Jan 2023 - Dec 2024

Chief Compliance Officer

Private Asset Management, Inc.

• www.linkedin.com/company/private-asset-management-inc-

• Full-time

Jan 2021 - Dec 2023

San Diego, California, United States

Board of Directors - Social Media & Public Awareness Chair

CFA Society San Diego

• www.linkedin.com/company/cfa-society-of-san-diego

• Part-time

Jan 2017 - Dec 2021

Greater San Diego Area

Assistant Vice President - Governance, Risk & Compliance

LPL Financial