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.

Zachary Beeck, CFA Joseph Burkland, CFA
Zhitao Cheng, CFA  Nicholas Creech, CFA 
Alexander Fisher, CFA  Chang Gao, CFA
Mason Guell, CFA  Bingjie Han, CFA
Brianna Hogans, CFA Xuan Ji, CFA 
Bryan Johnsen, CFA Joseph Koetting, CFA
Eli Kwas, CFA Jonah Matulle, CFA
Trent Meyer, CFA John Mielke, CFA
John O'Connor, CFA Brett Selke, CFA
Yanbo Wang, CFA Paul Willfahrt, CFA
Sabrina Wolf, CFA Quinn Yeager, CFA
Joshua Zahn, CFA Chen Zhang, CFA
Jacob Zoffer, CFA