New Charterholders

Congratulations to our local investment and finance professionals who recently became CFA Charterholders, joining the tens of thousands of Charterholders around the world building a better world for investing. These individuals achieved the highest distinction in the investment management profession by completing the CFA® Program. They've proven themselves by dedicating on average 1,000 hours of intense study to pass one of the most rigorous series of exams in the financial industry. 

2022

2021

Dalton Boatright

Xuening Bai

Felipe Bricio

Clifford Camarda

Brian Controneo

Matthew Conrad

Steven Denison

Guillermo Diaz

Carlos Granados

Hunter Hayes

Ryan McMahon

Michael Hirsh

John Nowak

Bharati Kundalia

Charles Raitt

Derek Knutson

Haoda Zhang

Samique March-Dallas

Sumi Zhang

Bradley Martin

Xiyi Zhang

Kristen Mousa

 

Scott Pepis

 

Raul Rios

 

Daniel Roche

 

Steven Rogers

 

Kevin Victory

 

Mark Wilkosz

 

Michael Zambetti

Carlos Granados receiving his certificate from Society President Milena Spasova December 2022