New Charterholders

Demand the Best: Demand a CFA Charterholder

Hire a CFA Charterholder Today

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.

Emily Arts, CFA

Jon Barkowsky, CFA

Trevor Campbell, CFA

Michelle Carvin, CFA

Melanie Cass, CFA

Samuel Chastain, CFA

John Choquette, CFA

Hunter Coleman, CFA

Saskia Colon, CFA

Brigid Connor, CFA

Randy Flowers, CFA

Jason Flynton, CFA

James Freathy, CFA

William Glasstetter, CFA

Leon Gressel, CFA

Jacob Harlinski, CFA

Carl Hult Spansk, CFA

Catherine Jackson, CFA

Mark Kelley, CFA

Alexander Law, CFA

Yuanlu Li, CFA

Sean McGowan, CFA

Grant Melson, CFA

Tanya Mothe, CFA

Walid Nasrallah, CFA

Brigid O'Leary, CFA

Ryan Othman, CFA

David Parkinson, CFA

Steven Peterson, CFA

McKenna Phillips, CFA

Andrew Poreda, CFA

Keith Pruzan, CFA

Sean Rabe, CFA

Ekaterina Rhoden, CFA

Nathan Rourke, CFA

Lee Stordahl, CFA

Cody Strynadka, CFA

Tyler Swob, CFA

Stefan Szlendak, CFA

Kaylin Tabbah, CFA

Anthony Tabernacki, CFA

Martin Telfer, CFA

Trevor Thompson, CFA

Vincent Von Tersch, CFA

Jacqueline Waterland, CFA

Matthew Williams, CFA