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.

Nicholas Bultman, CFA

Mark Chan, CFA

Cevdet Dogan, CFA Eric Flores, CFA
John Fowler, CFA Miguel Garcia, CFA
Cristian McDonald, CFA Clint Murray, CFA
Jered Schmudlach, CFA Aaron Shew, CFA