New Charterholders

Congratulations 

Saad Sabri, CFA, CFP
Financial Consultant
Fidelity Investments
Awarded 8/10/2021

Weston Bayer CFA
Sr. Capital Analyst
7-Eleven
Awarded 7/20/2022​

Phi Mouls, CFA
Portfolio Manager
Awarded 11/29/​2021

Mitch Bodenmiller, CFA
Portfolio Manager &
Research Analyst
Buckingham Advisors
Awarded 3/1/2022

William Hinks, CFA
Operations Specialist
Hixon Zuercher Capital management
Awarded 3/5/2021

Erin Hawk, CFA
Wealth Investment Officer
LCNB National Bank
Awarded 3/1/2022

Zach Winning, CFA
Equity Analyst
Meeder Investment
Management
Awarded 3/4/2021

​Mike Borchers, CFA
Financial Advisor
Bank of America
Awarded 9/10/2021