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.

Kristin Buikema, CFA Neal Coleman, CFA Neha Dimri, CFA
John Doak, CFA Renee Dorn, CFA Kelsey Ellsworth, CFA
Jan-Frans Engelbrecht, CFA Jack Gorski, CFA Benjamin Ivey, CFA
Brian Jacobs, CFA Drew Krepline, CFA Nicholas Laufer, CFA
Allison Mayer, CFA John Morton, CFA John Rigatti, CFA
Mitchell Rzentkowski, CFA Andrew Schrom, CFA James Sherburne, CFA
Matthew Singer, CFA Adam Stern, CFA Michael Thelen, CFA
Samuel Verhulst, CFA Kathryn Weitzer, CFA