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.

Zachary Beeck, CFA Joseph Burkland, CFA
Zhitao Cheng, CFA  Nicholas Creech, CFA 
Jacob Etzelmueller, CFA  Alexander Fisher, CFA 
Chang Gao, CFA Mason Guell, CFA 
Bingjie Han, CFA Brianna Hogans, CFA
Xuan Ji, CFA  Bryan Johnsen, CFA
Jonah Matulle, CFA Jonah Matulle, CFA
Trent Meyer, CFA Trent Meyer, CFA
John Mielke, CFA John O'Connor, CFA
Brett Selke, CFA Yanbo Wang, CFA
Paul Willfahrt, CFA Sabrina Wolf, CFA
Quinn Yeager, CFA Joshua Zahn, CFA
Chen Zhang, CFA Jacob Zoffer, CFA