We were delighted to have many of you in attendance at the Holiday Social and Charter Recognition Ceremony on December 4, 2025, at Portland City Grill. It was an occasion to honor the accomplishments of Portland's latest CFA Charterholders.
Travis Allen, CFA
Jeffrey Contreras, CFA
Rebecca Dobson, CFA
Daniel Kaufman, CFA
Jonathan Kourlas, CFA
Austin Kreft, CFA
Andres Miranda Lopez, CFA
Laura Moon, CFA
William Mullner, CFA
Lucy Newman, CFA
Lucas Newsham, CFA
Katia Prochovnic, CFA
Seth Radler, CFA
David Sax, CFA
Forrest Simmons, CFA
Michelle Tran, CFA
Jeremy Wang, CFA
Yu-Wen Wang, CFA
Ethan Weeks, CFA
Li Xu, CFA
Tentatively scheduled for December 3, 2026.
ADMIN