Waheed Hassan, CFA

Waheed Hassan, CFA
Founder & CEO
202.549.8399
waheed@zmhadvisors.com

Waheed provides strategic advice on shareholder engagement, M&A transactions, and activist campaigns. He brings 25 years of investor communication, proxy solicitation, and proxy advisory firm experience (ISS).

Prior to starting ZMH, Waheed led the ESG, Corporate Governance, and Activism Defense practice at The Blueshirt Group – a leading IR firm based in San Francisco. Before that, he was Head of Corporate Governance and Shareholder Activism Defense Practice at one of the largest proxy solicitation firms in North America.

Waheed spent five years at ISS, where he managed the M&A and Proxy Contest Research Team. His team was responsible for providing recommendations to institutional investors on 100+ contested transactions, including proxy contests by Carl Icahn, Pershing Square, and Starboard.

Previously, Waheed worked as a Senior Research analyst with Indosuez W.I. Carr Securities, UBS Warburg, and Khadim Ali Shah Bukhari (an affiliate of Merrill Lynch). Waheed received an MBA with Beta Gamma Sigma honors from Vanderbilt University and is a CFA charter holder.

Waheed Hassan, CFA

Waheed Hassan, CFA
Founder & CEO
202.549.8399
waheed@zmhadvisors.com