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Achieve the highest distinction in the investment management profession – the CFA®designation.

The Chartered Financial Analyst® (CFA) credential is held by over 150,000 professionals around the world. The charter gives a strong understanding of advanced investment analysis and real-world portfolio management skills.

The CFA Program is a self-study, graduate-level program divided into three levels of exams. Passing these exams is one step to becoming a CFA charterholder.




Congratulations to our 2018 new local CFA charterholders! These individuals have passed three rigorous exams, achieved four years of qualified professional work experience, and attested to upholding the highest standards of ethics and professionalism in the financial industry.​

Verenise Calzadillas Macias, CFA

Mbaye Diaw, CFA

Dennis Kuntz, CFA

Alexander Muesenfechter, CFA

Travis Smythe, CFA

Arthur Spoerl, CFA

Brandon VanLandingham, CFA

Ryne Walker, CFA

Tana Wilson, CFA