Hilal Yilmaz, PhD, CFA in

Hilal Yilmaz, PhD, CFA

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Portfolio Manager at Insight Investment Counsel
📍 Los Angeles, California, United States

Hilal Yilmaz is a Portfolio Manager at Insight Investment Counsel, leveraging a PhD in Econometrics and a CFA charter. She previously served as a tenured Associate Professor of Economics at St. Edwards University, where she developed and taught a Big Data and Business Analytics course for the MBA program, blending academic rigor with practical financial application.

Outside of her direct professional responsibilities, Hilal is deeply engaged with the intersection of technology and finance. She actively participates in and leads industry discussions, such as AI roundtables for wealth managers, to explore how new tools can improve workflows and identify investment opportunities. She has a strong interest in educating others on complex financial topics.

Unique fact: Hilal transitioned from a successful career in academia, where she published research on financial risk, to a leadership role in portfolio management.

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Experience
22 Years
Current Role
Portfolio Manager
Job Level
Middle
Location
Los Angeles, California, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Hilal cares about

AI in Wealth Management
She frequently posts about the impact of AI on Registered Investment Advisors (RIAs) and hosted a CFA Society Los Angeles "AI Round Table for Wealth Managers".
Quantitative Finance
Her PhD in Econometrics and publications on financial risk measures like CVaR demonstrate deep expertise in quantitative analysis and financial modeling.
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Career

Work history

1-2025
Portfolio Manager
Insight Investment Counsel
4-2024 - 1-2025
Associate Portfolio Manager
Insight Investment Counsel
8-2022 - 4-2024
Research Associate
Insight Investment Counsel
3-2021 - 7-2022
Founder
Wellness Business Analytics and Marketing
8-2016 - 7-2019
Associate Professor of Economics
St. Edward's University
In the press

Media appearances

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Education
PhD
University of Illinois Urbana-Champaign
MS
University of Illinois Urbana-Champaign
BS
Bilkent University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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