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Designations / CFA charterholders

CFA charterholders in Massachusetts

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

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663 advisors

Moody, Lynn, Lieberson & Walker
46yrs
Michael Moody
Financial advisor
One Beacon Street
Boston, MA 02108
Top advisor by experience at Moody, Lynn, Lieberson & Walker
CFA
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Corient
45yrs
George Saltonstall
Financial advisor
1 Post Office Square Suite 2400
Boston, MA 02109
Top 1% by experience at Corient
CFAFiduciary
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Trillium Asset Management
42yrs
Matthew Patsky
Financial advisor
One Congress Street Suite 3101
Boston, MA 02114
Top advisor by experience at Trillium Asset Management
CFA
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Neumeier Capital Management
42yrs
Stephen Neumeier
Financial advisor
Concord, MA
Top 2% by experience nationwide
CFAFiduciary
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Convergent Capital Partners
42yrs
Gregory Fontana
Financial advisor
75 State Street Suite 100 PMB 4423
Boston, MA 02109
Top 3% by experience in Boston
CFA
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Twelve Points Wealth Management
41yrs
Stephen Bruno
Financial advisor
9 Pond Lane Suite 3a
Concord, MA 01742
Top advisor by experience at Twelve Points Wealth Management
CFAFiduciary
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Captrust
41yrs
Lawrence Manning
Financial advisor
One Liberty Square 13th Floor
Boston, MA 02109
Top 2% by experience at Captrust
CFAFiduciary
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Schwerin Boyle Capital Management
40yrs
Daniel Boyle
Financial advisor
One Monarch Place, Suite 700 1414 Main Street
Springfield, MA 01144
Top 4% by experience nationwide
CFAFiduciary
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Birch Hill Investment Advisors
40yrs
Gary Mikula
Financial advisor
One International Place Suite 770
Boston, MA 02110
Top advisor by experience at Birch Hill Investment Advisors
CFA
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Appleton Partners
39yrs
James Bosland
Financial advisor
One Post Office Square 5th Floor
Boston, MA 02109
Top 4% by experience in Boston
CFA
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Harry S. Bower
39yrs
Harry Bower
Financial advisor
Dennis, MA
Top 5% by experience in Massachusetts
CFAFiduciary
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Schwerin Boyle Capital Management
39yrs
Richard Teel
Financial advisor
One Monarch Place, Suite 700 1414 Main Street
Springfield, MA 01144
Top 5% by experience in Massachusetts
CFA
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Congress Asset Management
39yrs
John O'Reilly
Financial advisor
2 Seaport Lane 5th Floor
Boston, MA 02210
Top advisor by experience at Congress Asset Management
CFA
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Barry Investment Advisors
39yrs
Joseph Barry
Financial advisor
128 Union Street Suite 507
New Bedford, MA 02740
Top advisor by experience in New Bedford
CFAFiduciary
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Corient
38yrs
Robert Bortnick
Financial advisor
1 Post Office Square Suite 2400
Boston, MA 02109
Top 3% by experience at Corient
CFAFiduciary
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Cibc Private Wealth Advisors
38yrs
Mark Gudaitis
Financial advisor
100 Federal Street
Boston, MA 02110
Top 5% by experience at Cibc Private Wealth Advisors
CFAFiduciary
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Corient
38yrs
Samuel Perry
Financial advisor
1 Post Office Squire Suite 2400
Boston, MA 02109
Top 4% by experience at Corient
CFAFiduciary
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Cambridge Investment Research Advisors
37yrs
Paul Lysan
Financial advisor
100 Corporate Place, Suite 102
Peabody, MA 01960
Top 6% by experience nationwide
CFAFiduciary
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Crestwood Advisors
37yrs
Michael Eckton
Financial advisor
One Liberty Square Suite 500
Boston, MA 02109
Top advisor by experience at Crestwood Advisors
CFAFiduciary
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Knights of Columbus Asset Advisors
36yrs
Douglas Riley
Financial advisor
One Liberty Square 10th Floor
Boston, MA 02109
Top 2% by experience at Knights of Columbus Asset Advisors
CFAFiduciary
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Hanover Strategic Management
36yrs
Caleb Aldrich
Financial advisor
One Hollis Street Suite 208
Wellesley, MA 02482
Top 7% by experience nationwide
CFAFiduciary
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Loynd Capital Management
36yrs
Geoffrey Loynd
Financial advisor
237 Washington St.
Marblehead, MA 01945
Top 7% by experience nationwide
CFA
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Moore Financial Advisors
36yrs
Robert Kania
Financial advisor
83 Leonard Street Office #9
Belmont, MA 02478
Top advisor by experience in Belmont
CFA
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