Jeffrey Hare, CFA | Financial Advisor
Jeff Hare is a Financial Advisor and the Managing Director of Aventus Investment Advisors Inc., a financial advisory firm he founded in 2009 in Cornelius, North Carolina. Aventus Advisors provides investment management, retirement planning, and business advisory services to individuals, families, and business owners.
Prior to Aventus Advisors, Jeff Hare spent twenty years in investment management and investment banking starting as an investment analyst with a family owned real estate investment company. Following real estate investment, he worked for a South American based private equity firm analyzing strategic investments and new business ventures. Following private equity, Jeff Hare worked for Citicorp as an equity analyst and portfolio analyst in Santiago, Chile and Sao Paulo, Brazil. While at Citibank, his investment research on Latin American companies and markets was published and distributed globally. Following Citicorp, Jeff Hare moved to Charlotte, NC in 1995 to work for Banc of America Securities where he focused on capital raising for foreign companies in both emerging and developed markets completing over $10 billion in transactions from the UK, Turkey, Brazil, Mexico, Peru, India, Germany and Australia. He transitioned to a senior banker role for the US market in 2002 working with US companies in a number of industries. While at Banc of America Securities, Jeff Hare’s team managed several multibillion dollar portfolios of investments for the bank and its clients. In 2007, he moved to SunTrust Robinson Humphrey where his role as Managing Director involved providing advisory and capital raising services to financial institutions, specialty finance companies, financial sponsors, and consumer/retail companies.
Jeff Hare holds a BA in Economics from Peter T. Paul College of Business and Economics at the University of New Hampshire and a MBA from the Thunderbird School of International Management which he attended on a Kraft Foods scholarship. Jeff is a Chartered Financial Analyst (1996) and is an active member of the CFA Institute and the North Carolina Society of the CFA Institute. Jeff was a Commissioner for the Town of Cornelius, NC from 2011-2013 where he focused on economic development and responsible growth.
Jeff Hare lives in Cornelius, NC with his wife Jackie and three children. The Hares have lived in the Charlotte area since 1995 and Cornelius since 2001. The family enjoys traveling, bicycling, sailing, tennis, basketball and lacrosse.
Jerry Wyatt, CFP®, ChFC®, MBA | Financial Advisor
Jerry has been in financial planning since 1990. He earned his ChFC® (Chartered Financial Consultant) designation in 1996, and his CFP® (Certified Financial Planner) credentials in 2002, and holds insurance licenses. After obtaining his applied science and civil engineering degrees from Lehigh University, he spent three years as a US Naval officer before launching his business career in manufacturing. He spent nearly two decades as a manager, then executive for a Fortune 500 company that manufactured urethane foam. During that time, he also earned his MBA.
Jerry enjoys the all-encompassing nature of financial planning – he believes integrating personal planning, investments, risk management, estate planning, and business continuity planning (if applicable), is crucial to successfully achieve one’s life goals. Jerry is dedicated to his family, friends, and church community. He and his wife Jenni together pursue traveling, hiking, sailing, kayaking, bicycling, and continued learning.
Gerry Ahern, CFP ® | Financial Advisor
Gerald B. Ahern (“Gerry”) was born in 1948 and has been in the financial service industry since the early 1970’s. Gerry completed his Bachelor’s Degree in Economics and Master’s Degree in Economics from the University of Massachusetts in 1970 and 1974, respectively. From 1974 to 1988 Gerry was employed by various financial services companies (including Prudential Insurance Co., SunLife of Canada, and Lincoln Financial) providing investment and insurance products as solutions for financial planning objectives for individuals as well as Pensions, 401K Plans, and Employee Benefit Plans for Corporations. In 1988, Gerry started Ahern Wealth Management, Inc. after obtaining his CERTIFIED FINANCIAL PLANNER™ designation.* Ahern Wealth Management was initially registered as an Investment Adviser firm with the state of Massachusetts in 1988, and later registered with the state of North Carolina in 2000. On October 15, 2015, Gerry sold his wealth management practice to Aventus Advisors and began working with Aventus Advisors.