Senior analysts earn prestigious Chartered Financial Analyst® designation

October 2017 | Chicago

Two senior research analysts from Ellwood were recently notified that they passed the final exam to earn one of the most respected and recognized investment management credentials in the world.

Dan Thibodeau and Taylor Furmanski have successfully completed the CFA® Program through CFA® Institute, a global association of investment professionals and will become CFA charterholders. Thibodeau and Furmanski will join 16 other colleagues from Ellwood who also hold the CFA designation, bringing the firm’s total number of CFA charterholders to 18. Currently, Ellwood’s research staff includes 21 consultants and 23 research analysts.

“Earning the CFA designation is a significant achievement, and Ellwood is proud to count so many CFA charterholders among our team of consultants and research analysts,” said Russ Hill, Chairman and CEO of Ellwood. “It is a clear reflection of our firm’s commitment to the highest professional standards, placing our investors’ interests first, and operating on the principles of honesty, integrity and hard work.”

About the CFA Program

To become a CFA charterholder, candidates must pass a rigorous, three-part exam (Level I—Investment Tools, Level II—Asset Valuation and Level III—Portfolio Management) in addition to meeting work experience requirements, joining the CFA Institute, and signing a commitment to abide by the CFA Institute Code of Ethics and Standards of Professional Conduct. On average, candidates spend approximately 1,000 hours studying the curriculum, exploring topics including ethical and professional standards, financial reporting and analysis, corporate finance, economics, quantitative methods, equity, fixed income, alternative investments, derivatives, portfolio management and wealth planning. Less than one in five candidates who begin the CFA Program successfully earn the CFA credential.

Currently, CFA Institute has more than 152,000 members in 163 countries and territories. This includes 145,000 CFA charterholders and 148 member societies.

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

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