Our Team

All of our Portfolio Managers have earned the Chartered Financial Analyst (CFA) designation, an internationally recognized, graduate-level program that provides a strong foundation of practical investment analysis and portfolio management skills. Our expertise is further strengthened by advanced education in Trust Management and Finance. All clients benefit from the guidance of our entire investment team, not just one account manager, to ensure the fruitful discussion of new ideas and due diligence.

What is the CFA Designation?