Nick Shedd - CFA Level 1

Building Knowledge and Expertise to Help our Clients Succeed

As we look to grow and improve as a firm we are constantly building the skills necessary to manage our clients wealth and provide sophisticated financial planning services. As part of this ongoing commitment, Nick Shedd is working his way through the grinding course work to become a CFA charterholder (Chartered Financial Analyst) and recently passed Level I of the CFA Program.

This designation will help our firm better manage our clients’ assets and will provide additional skills and capabilities to our asset management operation as we continue to grow. If you see Nick or talk with, please extend your congratulations.

  To learn more about how this designation, please visit the CFA Institute website.