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.

Usman Arshad, CFA Andre Childress, CFA Neal Coleman, CFA
Renee Dorn, CFA Kelsey Ellsworth, CFA Jack Gorski, CFA
Jason Hochstatter, CFA Brian Jacobs, CFA Ryan Keane, CFA
John Koch, CFA Allison Mayer, CFA Lucas Poe, CFA
Matthew Singer, CFA Adam Stern, CFA Kathryn Weitzer, CFA