Ben completed the elite Charles Schwab Executive Leadership Program. This exclusive one-year program combines premier academic curricula and faculty from some of the nation’s top graduate schools, one-on-one executive coaching, and the deep industry experience. This is a testament to his dedication to becoming a more well-rounded leader at our firm!
Congratulations to our new CFA® charterholder! Alan has dedicated years to passing all three levels of the CFA® exams and gaining relevant industry experience. Obtaining the charter demonstrates Alan’s commitment to being an ethically accountable investment expert with mastery of investment analysis and portfolio management skills.
A former Finance Intern, Megan returned to the Apriem Team as an Associate Financial Planner, working alongside Chris Whitaker, CFP®, AIF® to help our clients plan for their goals. Fun Fact: She can manage to fall asleep through just about any movie.
Sunni previously worked as an Administrative Assistant for an Intensive Care Unit where she gained deep empathy from listening to unique stories from many different people with diverse backgrounds. You have probably already talked to her on the phone!
He recently passed the CFA level 1 exam, a milestone achievement on the path to earning the industry-leading designation, the CFA charter. The internship program offers each intern intentional learning goals called modules that include general business concepts, wealth management, and investment management providing challenging tasks and progressive goals.