New Charterholders

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. Learn more about the credential.

Derek Ballinger, CFA Samuel Chaffee, CFA
Jonathan De Lapa, CFA James Defenbaugh, CFA
Timothy Dempsey, CFA Nicholas Evans, CFA
Mason Glinn, CFA Aidan Hussain, CFA
Tianyu Liu, CFA Benjamin Lui, CFA
Nicholas Neff, CFA Ronald Quaranta III, CFA
Aaron Reed, CFA Gino Rosson, CFA
Ian Rycenga, CFA Giorgio Tramonto, CFA
Hyeryeong Yun, CFA