Find a CFA Charterholder

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Area of Expertise

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  Fee Only RIA
19 records selected
Member Name Company Contact Info

Edward Hine Lee, CFA

Financial Analyst

 

Applied Economics, LLC
1192 SOARING RIDGE
MARIETTA, Georgia 30062

4042143607
E-mail

Natalia Eugenia Liberstein

Director - Asset Management

 

Northwestern Mutual Investment Management Company, LLC

E-mail

B. Brandon Mackie, CFP®

Senior Wealth Advisor

 

Allworth Financial
1436 Falkirk Lane
Kennesaw, GA 30152

4048402557
E-mail

Aaron Dahlgren Miller

Client Portfolio Manager

 

Scharf Investments
Georgia 30062 2842

7705109084
E-mail

Grace Moore

Vice President

 

Kenzie Lane Innovation
30319

7706870779
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

Roger A. Sheffield, CFA

 

302 Lake Hills Lane
Travelers Rest, South Carolina 29690

4042957595
E-mail

Tyler Joseph Yung

Vice President

 

Rabobank
Georgia 30309

9177656604
E-mail