Congratulations, Connor!

Shannon Nelson |

Congratulations to Connor Showalter, Portfolio Management /  Research Analyst Senior Associate, for passing the second level of the Chartered Financial Analyst (CFA) Designation program!

The CFA program is a globally recognized, graduate level curriculum that provides candidates with a strong foundation of portfolio management skills and practical knowledge in today's investment industry, emphasizing the highest ethical and professional standards. Connor will sit for the third level next June. Connor previously passed the Series 65 Law Examination in March of 2016 and the first level of the CFA in January 2017.