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.

Chelsey Bishop, CFA

Nicholas Bultman, CFA

Mark Chan, CFA Cevdet Dogan, CFA
Eric Flores, CFA John Fowler, CFA
Miguel Garcia, CFA Kyle Karcheski, CFA
Clint Murray, CFA Robert Richlen CFA
Jered Schmudlach, CFA