Alumnus Addresses FA and SIA

October 24, 2022

On Wednesday, September 7, Hayden Gerwien, regional vice president of Howard Capital Management and Georgia Southern alumnus (FIN, 2016) visited the campus to talk to the Finance Association and Southern Investment Association. Hayden started as an internal wholesaler at Howard Capital in June of 2018. In his current role as a regional vice president, he is responsible for building and maintaining relationships with advisors in the Southwest region of America.

Hayden’s presentation began with him reminiscing about his time at Georgia Southern as well as talking about his career since graduation. He mentioned his experience working for Merrill Lynch, where he worked prior to joining Howard Capital Management and shared some key advice when it comes to one’s first job after graduation, mentioning the importance of networking and obtaining licenses such as the Series 66 & 7. He noted that some of the most important tips for a successful graduate is to be prepared to work very hard and to find someone in the company, typically an established and experience advisor, to network with. Hayden continued talking about different wholesaling and financial advisor solutions, as well as the difference between internal and external wholesales. He spoke to the students about the path to working in the financial industry and his company’s specific asset management tactics including strategic versus tactical portfolio management. He explained how Howard Capital Management uses a combination of sector rotation, momentum, and relative strength measures in their investment strategies. Hayden also discussed his daily duties and responsibilities at Howard Capital Management.
At the end of the meeting, he answered several questions from the students in attendance, about the wealth management industry and professional licenses. Both associations are very grateful for the insight that he provided to the attending members.

Howard Capital Management is a third-party money management firm headquartered in Atlanta, GA overseeing roughly $6B in assets. Howard Capital Management partners with Independent Financial Advisors to provide quantitatively driven asset management solutions (Mutual Funds, ETFs, SMAs).