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At Arbor Investment Management we believe an experienced, dedicated
investment manager can play a broad and critical role in helping our clients build and
secure the strong financial position they desire for their families. With over 50 years
combined investment management experience, our personal portfolio managers are focused
on delivering on our clients’ financial goals while providing a level of service that
exceeds expectations.
Stan Learman, CFA
President, Chief Investment Analyst
As President of Arbor Investment Management, Stan Learman directs
operations at the company's Ann Arbor, MI headquarters. He also serves as Chief
Investment Analyst for the firm and as Portfolio Manager for client relationships
throughout North America. With an expertise in fundamental investment valuation
techniques and diversified portfolio construction, Stan has 21 years of experience in
investment analysis and managing assets for high net worth investors.
Stan is a Chartered Financial Analyst charterholder, and was
awarded the use of the CFA designation by the CFA Institute. The Chartered Financial
Analyst designation is awarded only after successful completion of rigorous testing
requirements set by the Institute, and is maintained by continual adherence to the
CFA Institute’s Code of Ethics and Standards of Professional Conduct. He is also a
member of the Detroit Society of Investment Analysts.
Prior to his 21 years in the investment management industry,
Stan was an engineer in the petroleum industry for Atlantic Richfield Corporation
and in the automotive industry for Saturn Corporation. He received his Bachelor
of Science degree in Mechanical Engineering from the University of Michigan, and
is an active volunteer for the March of Dimes. Stan lives in Saline, Michigan
with his wife, Linda, and their sons, Joseph and Colin.
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Matt Fahrney, CFP®
Senior Vice President
As a Senior Vice President for Arbor Investment
Management, Matt Fahrney directs operations for the company in Colorado,
provides internal investment research, oversees client relationships
and manages client investment portfolios.
Matt brings over 20 years of experience in the
financial industry. For the five years prior to joining Arbor he was
a municipal bond portfolio manager for the hedge fund SAB (SB Value
Partners), part of Investment Professionals, Inc. He also has over 15
years of experience in equity trading as both a NASDAQ market maker
and proprietary trader, most notably with the Spear, Leeds & Kellogg
and Goldman Sachs. Earlier in his career, Matt was a financial
consultant with Merrill Lynch and TIAA-CREF.
Matt has fully completed the coursework and
examinations needed to obtain the CERTIFIED FINANCIAL PLANNERTM
(CFP®) certification, and thus brings a wealth of knowledge
on a broad range of financial planning topics to the Arbor team.
In addition, during his career, Matt has passed several securities
industry licensing exams. He obtained the General Securities
Representative License (Series 7) as well as the Series 63, 65
and 55. He has also held a Life and Health Insurance license in
the past. He attended numerous courses on technical and fundamental
analysis at the New York Institute of Finance while with Spear,
Leeds & Kellogg.
Matt received a Bachelor of Arts in American
Studies from Yale University where he also played football. He
currently resides in Lakewood, CO with his wife, Nathalie, and
daughter, Olivia. They enjoy the outdoor lifestyle Colorado
offers in all seasons.
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