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.

Colin Andrews, CFA Jacob Bai, CFA
Kevin Bentley, CFA Raymund Boltron, CFA
Bryan Campbell, CFA Carolina Canales-Villarreal, CFA
Andrew Christopher, CFA Joseph Deltorchio, CFA
Li Gao, CFA Hannah Gray, CFA
Zhizhong Huang, CFA Brent Husa, CFA
Andrew Kim, CFA Jason Manley, CFA
Sean Muth, CFA James Nail, CFA
Luke Nelson, CFA Jack Peterson, CFA
Joseph Pezzini, CFA Hugo Ramirez, CFA
Will Taylor, CFA Ronald Uy, CFA
Rare Williams, CFA Samantha Wilson, CFA
Jeffrey Yin, CFA