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.

Mitchell Ahmad, CFA Alexander Bachman, CFA Blake Bartlett, CFA
Kristin Buikema, CFA Neha Dimri, CFA John Doak, CFA
Jan-Frans Engelbrecht, CFA Joseph Harris, CFA Benjamin Ivey, CFA
Sree Karri, CFA Drew Krepline, CFA Andrew Krueger, CFA
Nicholas Laufer, CFA Yongduo Liu, CFA John Morton, CFA
Joseph Orecchio, CFA Julia Ramon, CFA Dane Reinhardt, CFA
John Rigatti, CFA Angel Rodgers, CFA Mitchell Rzentkowski, CFA
Garrett Schmelling, CFA Andrew Schrom, CFA James Sherburne, CFA 
Austin Summers, CFA Michael Thelen, CFA Samuel Verhulst, CFA
David Williams, CFA Nawar Yacoub, CFA