We are excited to congratulate Cheyne Sorensen on earning the Chartered Financial Analyst designation and for his promotion to Portfolio Manager. The Chartered Financial Analyst (CFA) designation is an internationally recognized, graduate-level program that provides a strong foundation of practical investment and portfolio management expertise. All four of our Portfolio Managers now hold this designation.
At Northwest we put our clients’ needs first rather than products or quotas. Our team has a wide breadth of experience, education, and credentials to develop a portfolio that fits each unique individual. We focus on the long-term so our clients can Live Well and Retire Better. Congratulations Cheyne!