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.

Sean Boylan, CFA Grant Buck, CFA
Juan Cabanas-Ramirez, CFA Brandon Dimit, CFA
Jason DuMont, CFA Michael Jarman, CFA
Anthony Kosturos, CFA David Martinez, CFA
Karl Meng, CFA Pranav Rawal, CFA
David Sanchez, CFA Jordan Siccardi, CFA
Brandon Valles, CFA