Congratulations to our Associate Portfolio Manager Cheyne Sorensen for passing the June 2014 CFA Level II exam! Only 46% of candidates taking Level II passed the exam. Now for Level III!


A few words about the CFA Program from the CFA Institute Website:

The Chartered Financial Analyst® (CFA) credential has become the most respected and recognized investment designation in the world; enrolling in the CFA Program is your first step toward earning this qualification.

The CFA Program curriculum covers concepts and skills you will use at all stages of your career, bridging academic theory, current industry practice, and ethical and professional standards to provide a strong foundation of advanced investment analysis and real-world portfolio management skills.