Congratulations, Mike!

Congratulations to Business Development / Client Relationships Senior Associate Mike Bogard, CFA on earning the right to use the Chartered Financial Analyst ^® (CFA^®) designation! The charter gives a strong understanding of advanced investment analysis and real-world portfolio management skills. Mike completed the CFA^® program in 2018 and has fulfilled the work experience requirements, as well as gained acceptance as a member of the CFA Institute. We are proud of Mike's hard work and accomplishments!

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