Find a CFA Charterholder

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Search results are displayed based on the filters used. CFA Society Atlanta does not endorse any members versus another. 

Area of Expertise

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  Buy Side
  Sell Side
  Commodities
  Foreign Currency
  Hedge Funds
  Venture Capital
  Derivatives
  Attorney
  Indexed Equities
  Private Equity
  Fixed Income
  Real Estate
  Institutional Wealth
  Private Wealth
  Institutional & Private Wealth
  Fee Only RIA
41 records selected
Member Name Company Phone
Buy Side

Roger A. Sheffield, CFA

4042957595

Fee Only RIA

Christopher M. Armstrong

Investment Specialist

Merit Financial Advisors

4702958113

James Adam Daniel

Financial Planner

The Advisory Firm, LLC

404-630-6829

Sam F. Evans

Wealth Advsior

7708288303

Scott M. Koser

Director, Research

Cornerstone Investment Management & Consulting, LLC

2513790296

B. Brandon Mackie, CFP®

Senior Wealth Advisor

Allworth Financial

4048402557

Roger A. Sheffield, CFA

4042957595

Private Equity

Steven Krug, PhD

Mr.

PCE Companies, LLC

(404) 692-6949

Private Wealth

Nicholas Andrew Coppola

CIO

Rockefeller Global Family Office

9739469105