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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19 records selected
Member Name Company Contact Info

Scott M. Koser

Director, Research

 

Cornerstone Investment Management & Consulting, LLC
36526

2513790296
E-mail

 

Wilson Harmond

Payments Growth Manager

 

TSYS
30318

6625498697
E-mail

Sam F. Evans

Wealth Advsior

 

GA 30097

7708288303
E-mail

Andrew Whalen Duncan

Director

 

Censeo Advisors, LLC
Georgia

4047546145
E-mail

James Adam Daniel

Financial Planner

 

The Advisory Firm, LLC
12600 Deerfield Parkway
Suite 100
ALPHARETTA, Georgia 30004

404-630-6829
E-mail

Nicholas Andrew Coppola

CIO

 

Rockefeller Global Family Office
30307 1161

9739469105
E-mail

Genaro Arredondo

Director of Corporate Development (M&A)

 

Equifax
804 red hart ln
Alpharetta, 30115

E-mail

Christopher M. Armstrong

Investment Specialist

 

Merit Financial Advisors
GA 30004

4702958113
E-mail