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Designations / CFA charterholders

CFA charterholders in Connecticut

Chartered Financial Analysts pass three rigorous exams focused on investment analysis and portfolio management.

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210 advisors

Procyon
47yrs
James Jeffery
Financial advisor
1 Corporate Drive Suite 225
Shelton, CT 06484
Top advisor by experience in Shelton
CFAFiduciary
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Bourgeon Capital Management
46yrs
John Zaro
Financial advisor
320 Post Road Suite 220
Darien, CT 06820
Top 1% by experience in Connecticut
CFAFiduciary
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Wells Fargo Advisors
45yrs
Allen Lovejoy
Financial advisor
1 Lafayette Pl
Greenwich, CT 06830
Top 1% by experience in Connecticut
CFAFiduciary
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Round Rock Advisors
41yrs
Lynda Kommel-Browne
Financial advisor
187 Danbury Road Suite 201
Wilton, CT 06897
Top 3% by experience nationwide
CFA
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Wells Fargo Advisors
40yrs
Gerald Creem
Financial advisor
8 Two Mile Rd 1st Floor
Farmington, CT 06032
Top 4% by experience nationwide
CFA
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Carnegie Investment Counsel
40yrs
John Knox
Financial advisor
4 High Ridge Park, 3rd Floor
Stamford, CT 06905
Top 4% by experience nationwide
CFAFiduciary
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Captrust
40yrs
Bruce Graham
Financial advisor
83 Mason St
Greenwich, CT 06830
Top 3% by experience at Captrust
CFA
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Captrust
39yrs
Ellen Shaer
Financial advisor
83 Mason St
Greenwich, CT 06830
Top 4% by experience at Captrust
CFA
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Sursum Financial
38yrs
Richard Kos
Financial advisor
Madison, CT
Top 6% by experience in Madison
CFAFiduciary
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Searle & Co.
38yrs
John Eberly
Financial advisor
333 Greenwich Ave
Greenwich, CT 06830
Top 6% by experience nationwide
CFA
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Bay Colony Advisors
38yrs
David Boczar
Financial advisor
8 Wright Street Suite 107
Westport, CT 06880
Top 6% by experience nationwide
CFACFP®Fiduciary
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Hoya Capital Real Estate
36yrs
Sheila Pettee
Financial advisor
137 Rowayton Avenue Suite 430
Rowayton, CT 06853
Top 7% by experience nationwide
CFAFee-only firm
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First Manhattan
35yrs
Laura Drynan
Financial advisor
80 Field Point Road
Greenwich, CT 06830
Top 3% by experience at First Manhattan
CFACFP®
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Soaring Capital Management
35yrs
Brian Moss
Financial advisor
Darien, CT
Top 8% by experience nationwide
CFA
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Brooklands Partners
35yrs
Hans Olsen
Financial advisor
Greenwich, CT
Top 9% by experience nationwide
CFAFiduciary
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Fortis Capital Advisors
34yrs
Patrick Mullin
Financial advisor
50 Washington Street, Suite 924
Norwalk, CT 06854
Top 9% by experience at Fortis Capital Advisors
CFA
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Blakely Harbor Advisors
34yrs
Elizabeth Jones
Financial advisor
Connecticut Financial Center 157 Church Street, 19th Floor
New Haven, CT 06510
Top 10% by experience in New Haven
CFAFiduciary
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William Blair & Company
33yrs
Alexander Lane
Financial advisor
6 Landmark Square Landmark Square Center
Stamford, CT 06901
Top 10% by experience nationwide
CFAFiduciary
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Essex Financial Services
33yrs
Robert Girvin
Financial advisor
176 Westbrook Road
Essex, CT 06426
Top 11% by experience nationwide
CFA
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Smarter Way Wealth
33yrs
David Van Osdol
Financial advisor
New Haven, CT
Top 11% by experience nationwide
CFACFP®Fiduciary
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IHS Herold
33yrs
Andrew Byrne
Financial advisor
55 Post Rd. West 2nd Floor
Westport, CT 06880
Top advisor by experience at IHS Herold
CFA
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Gateway Wealth Partners
32yrs
Ian Green
Financial advisor
West Hartford, CT
Top 12% by experience in West Hartford
CFA
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Avity Investment Management
32yrs
Edward Long
Financial advisor
80 Field Point Rd.
Greenwich, CT 06830
Top 13% by experience nationwide
CFAFiduciary
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