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Leading the Bermuda Investment Community

Does your Wealth Manager Measure Up?

CFA Charterholders are the premier choice for wealth management.

CFA® Program

Achieve the highest distinction in the investment management profession – the CFA designation.

CFA® Charterholders

Congratulations to Bermuda’s newest CFA Charterholders!

Jason Saints, CFA
Karan Kapoor, CFA
Keidric Smith, CFA
Arthur Begeman, CFA
Richard O'Connell, CFA
Raquel Castro, CFA
Aaron Garcia Ehrhardt, CFA
David Tavares, CFA
Jordan Saints, CFA


Our Sponsors

Our distinguished financial supporters this year provide support for our outreach efforts.