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Carl W. Hafele, CFA, CPA

Carl W. Hafele, CFA, CPA

Co-Chief Investment Officer, Principal

Carl serves Lanier Asset Management as Co-Chief Investment Officer with 30 years of investment experience. A principal in the firm, Carl was formerly CEO and portfolio manager at National Asset Management and later INVESCO, where he managed over $20 billion in assets. At Lanier, Carl actively participates in the investment management process. Carl is a professor of economics and finance at Bellarmine University and the author of The Inevitable GREAT AMERICAN RESET: Riding the Economic Rollercoaster of Capitalism ( www.carlhafele.com ) .

Carl is a Chartered Financial Analyst and a Certified Public Accountant who received his MBA in Finance from Xavier University. He is a board member on several companies, is active in numerous philanthropic organizations and is a member of the CFA Institute. Carl and his wife, Marianne, enjoy traveling, exercising and "having a blast" with their seven children.