Congratulations, Mike!

Shannon Nelson |

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!

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.