New Charterholders

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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.

2024 Charterholders

CLICK HERE for charterholder dinner photos
The code to download the photos is 2024-CFA

Sterling Claude Bocage, CFA

Siben Li, CFA

James F. Snelling, CFA

Yu Zhang, CFA

Qinghai Chen, CFA

Hengzhe Li, CFA

Brian J. Tancock, CFA

Yi Zheng, CFA

Lu Chi, CFA

Feiyuan Li, CFA

Lucas Trotter, CFA

Pang Dai, CFA

Darrin Madriz, CFA

Mason Wade Walker, CFA

Abayomi Samuel Femi-Taiwo, CFA

Matthew Francis Manning, CFA

Xinyi Wang, CFA

Ryan Fisch, CFA

Matthew Joseph Migliozzi, CFA

Masanori Yamada, CFA

Maonan Gao, CFA

Eric William Reese, CFA

Meihui Zhang, CFA