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.
Daniel Jacob
Althouse, CFA
Spencer Madison
Barnard, CFA, CIPM
Herbert Lawrie
Bone III, CFA
Winter Samantha
Bowman, CFA
Christopher Elias
Chinen, CFA
Christopher Patrick
Daily, CFA
Nathaniel Robert
Drahota, CFA
Nicholas Isaiah
Hailey, CFA
Daniel Bernard
Hirsty, CFA
Benjamin Alexander
Johnson, CFA
Matthew Christian
King, CFA
Jacob Crawford
Koodrich, CFA
Benjamin Bedford
Lachmann, CFA
Christopher Wade
Machesney, CFA
Calvin Brooks
McCutchen, CFA
Ryan Douglas
McKenzie, CFA
Thomas Gregory
Mercer, CFA
Jeffrey Joseph
Moseley, CFA
Nicholas Craig
Pursley, CFA
Matthew Theodore
Seguin, CFA
Zachary Scott
Shulkin, CFA
Austin Valentine
Smith, CFA
Igor Yefimovich
Strupinskiy, CFA
Kevin Mikael
Tjernberg, CFA
Eli Homero
Trejo Flores, CFA
