Hilal Yilmaz, PhD, CFA, is a wealth manager and quantitative investment strategist specializing in tax-efficient, life-span portfolio architecture. She partners with clients seeking clarity, coordination, and long-term structure in their financial lives. Hilal co-founded Altenn Wealth with Katerina Minevich, where she designs and manages portfolios that evolve alongside each client's goals. 

Hilal approaches wealth management as an integrated system. She designs portfolios that account not only for stocks and bonds, but also for real estate decisions, career trajectories, tax exposure, and the evolving financial roles of the next generation. She works closely with clients' CPAs and estate attorneys to ensure that investment decisions align with broader tax and estate strategies, reducing fragmentation and improving long-term outcomes.

Previously, Hilal served as a Portfolio Manager at Insight Investment Counsel, where she managed approximately $100 million in assets. Following a firm acquisition, she successfully onboarded 50 client households and restructured portfolios to align with firm strategy. She led asset allocation design and tax-loss harvesting strategies while contributing to firmwide research and analytics initiatives.

‍Earlier in her career, Hilal was a tenured Associate Professor of Economics at St. Edward's University and a Lecturer at the University of Texas at Austin. Her academic research focused on portfolio optimization and advanced risk measurement, equipping her with a deep understanding of diversification, asset classes, and risk layering, expertise she now applies in practical portfolio construction for her clients.

Hilal is particularly committed to multi-generational wealth education. Drawing on over a decade of advising college students, she actively engages clients' children in structured financial education and early portfolio responsibility, helping families build financial capability alongside financial capital.

She earned her PhD in Economics from the University of Illinois at Urbana-Champaign, holds a Master's degree in Finance, and received her Bachelor of Science in Mathematics from Bilkent University. Hilal holds the CFA® charter and serves as Co-Chair of the Financial Literacy Committee at CFA Society Los Angeles and as a member of its Wealth Management Advisory Council.