Find a CFA Charterholder

Are you a member who'd like to be listed here?  Log in and go to the Member Information Editor, then scroll to the bottom.  In the Group section, make edits to add yourself to the Directory Opt In group and your Areas of Expertise.  

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CFA Society Atlanta provides online access to its proprietary membership information for the sole purpose of enabling the public to locate members of CFA Society Atlanta in their area. Use of this online directory for any other purpose, including, without limitation, for any commercial or telemarketing purpose, is strictly prohibited. No material from this online directory may be copied, reproduced, downloaded, transmitted, or published, in any form or by any means.

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Area of Expertise

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  Buy Side
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  Fixed Income
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  Institutional Wealth
  Private Wealth
  Institutional & Private Wealth
  Fee Only RIA
19 records selected
Member Name Company Contact Info

Roger A. Sheffield, CFA

 

302 Lake Hills Lane
Travelers Rest, South Carolina 29690

4042957595
E-mail

Sam F. Evans

Wealth Advsior

 

GA 30097

7708288303
E-mail

B. Brandon Mackie, CFP®

Senior Wealth Advisor

 

Allworth Financial
1436 Falkirk Lane
Kennesaw, GA 30152

4048402557
E-mail

Edward Hine Lee, CFA

Financial Analyst

 

Applied Economics, LLC
1192 SOARING RIDGE
MARIETTA, Georgia 30062

4042143607
E-mail

Scott C. Roberts

Senior Managing Partner

 

Belvedere Direct Lending Advisors
1205 Johnson Ferry Road
Suite 136-361
Marietta, 30067

8324343354
E-mail

Michael Thomas Saporito

Associate Portfolio Manager

 

BlackRock Inc

9732221498
E-mail

Andrew Whalen Duncan

Director

 

Censeo Advisors, LLC
Georgia

4047546145
E-mail

Scott M. Koser

Director, Research

 

Cornerstone Investment Management & Consulting, LLC
36526

2513790296
E-mail

Genaro Arredondo

Director of Corporate Development (M&A)

 

Equifax
804 red hart ln
Alpharetta, 30115

E-mail