06/07/2019

Congrats Alex for Earning CIMA® Designation!

Congratulations to Alex for earning the designation of Certified Investment Management Analyst®! The program taught advanced course study in technical portfolio construction and application for individual clients. We are excited that Alex will help strengthen our management and analysis of current and prospective client portfolios.

The CIMA® certification was administered by the Investments & Wealth Institute and taught in conjunction with the Yale School of Management.

See More Like This: Congrats Bob on Passing RMA®!