Congratulations to Olivia H. Nitke, Financial Planning / Client Relationships Associate, for passing the Series 65 Uniform Investment Law Examination in August
Stevie Radzinski, Client Service / Operations Senior Associate, passed the Series 65 Uniform Investment Law Examination in May of 2019. Congratulations Stevie!
Congratulations to Business Development / Client Relationships Senior Associate Mike Bogard, CFA on earning the right to use the Chartered Financial Analyst ®
Congratulations to Connor Showalter, Portfolio Management / Research Analyst Senior Associate, for passing the second level of the Chartered Financial Analyst
Congratulations to Connor Showalter, Research Analyst, for passing the first level of the Chartered Financial Analyst (CFA) Designation program in January 2017
Congratulations to Mike Bogard, Business Development / Client Service Associate, for passing the Series 65 Uniform Investment Law Examination in October 2016
Congratulations to Ben Opsal, Investment Analyst, for passing the third level of the Chartered Financial Analyst (CFA) program in August 2016!
The CFA
Congratulations to Connor Showalter, Investment Analyst, for passing the Series 65 Uniform Investment Law Examination in March 2016.
Congratulations to Ben Opsal, Investment Analyst, for passing the Series 65 Uniform Investment Law Examination in January 2015.
Pam Bishop, Director of Analytics, has earned the Certificate in Investment Performance Measurement (CIPM) professional designation from the Chartered Financial