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Designations / CFA charterholders

CFA charterholders in Vermont

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

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28 advisors

M. Kraus & Company
43yrs
Aileen Kraus
Financial advisor
4076 Shelburne Road Building A, Suite 7-C
Shelburne, VT 05482
Top advisor by experience in Shelburne
CFAFiduciary
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Broadlake Financial Management
36yrs
Matthew Malaney
Financial advisor
99 Swift Street Suite 305
South Burlington, VT 05403
Top 7% by experience nationwide
CFAFiduciary
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Hanson & Doremus Investment Management
34yrs
Anne Doremus
Financial advisor
431 Pine Street Suite 302
Burlington, VT 05402
Top advisor by experience at Hanson & Doremus Investment Management
CFAFiduciaryFee-only firm
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Clean Yield Asset Management
32yrs
Eric Becker
Financial advisor
16 Beaver Meadow Rd.
Norwich, VT 05055
Top advisor by experience in Norwich
CFAFiduciary
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Manchester Capital Management
32yrs
Bartholomew Earley
Financial advisor
3657 Main Street
Manchester, VT 05254
Top 13% by experience nationwide
CFACFP®Fiduciary
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Rock Point Advisors
30yrs
Todd Wulfson
Financial advisor
77 College Street, 4th Floor
Burlington, VT 05401
Top 15% by experience in Burlington
CFAFiduciary
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Rock Point Advisors
29yrs
Michael Huffman
Financial advisor
77 College Street, 4th Floor
Burlington, VT 05401
Top 17% by experience in Burlington
CFA
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Maple Capital Management
24yrs
Richard Litchfield
Financial advisor
535 Stone Cutters Way
Montpelier, VT 05602
Top 20% by experience at Maple Capital Management
CFA
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Maple Capital Management
23yrs
Christopher Arthur
Financial advisor
535 Stone Cutters Way
Montpelier, VT 05602
More experience than 73% of advisors at Maple Capital Management
CFAFiduciary
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Maple Capital Management
23yrs
Elizabeth Lewis
Financial advisor
535 Stone Cutters Way
Montpelier, VT 05602
More experience than 67% of advisors at Maple Capital Management
CFAPlanningInvesting
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Intrack Investment Management
22yrs
Brett Peltzer
Financial advisor
1233 Shelburne Road Suite D-6b
South Burlington, VT 05403
More experience than 65% of advisors nationwide
CFAFee-only firm
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Intrack Investment Management
20yrs
Matthew Johnson
Financial advisor
1233 Shelburne Road Suite D-6b
South Burlington, VT 05403
More experience than 60% of advisors nationwide
CFAFee-only firm
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Hanson & Doremus Investment Management
18yrs
Evan Pemberton
Financial advisor
431 Pine Street Suite 302
Burlington, VT 05401
More experience than 70% of advisors at Hanson & Doremus Investment Management
CFACFP®Fiduciary
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Rock Point Advisors
18yrs
Timothy Humphrey
Financial advisor
77 College Street
Burlington, VT 05401
More experience than 57% of advisors in Burlington
CFACFP®Fiduciary
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Farrow Financial
18yrs
Jody White
Financial advisor
1 Kennedy Drive Suite U8
South Burlington, VT 05403
More experience than 55% of advisors nationwide
CFACFP®Fee-only firm
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Hanson & Doremus Investment Management
17yrs
Neil Macker
Financial advisor
431 Pine Street Suite 302
Burlington, VT 05401
More experience than 60% of advisors at Hanson & Doremus Investment Management
CFAPlanningInvesting
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Manchester Capital Management
17yrs
Brian Vogel
Financial advisor
3657 Main Street
Manchester, VT 05254
More experience than 53% of advisors nationwide
CFAPlanningInvesting
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Focus 50 Wealth Management
14yrs
Joshua Kruk
Financial advisor
Shelburne, VT
14 years in the industry
CFAPlanningInvesting
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Hanson & Doremus Investment Management
9yrs
Alexander Watson
Financial advisor
431 Pine Street Suite 302
Burlington, VT 05401
More experience than 50% of advisors at Hanson & Doremus Investment Management
CFACFP®Fee-only firm
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LPL Financial
8yrs
George Lee
Financial advisor
380 Hurricane Ln, Suite 201
Williston, VT 05495
8 years in the industry
CFAPlanningInvesting
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Hanson & Doremus Investment Management
7yrs
Elisabeth Ford
Financial advisor
431 Pine Street Suite 302
Burlington, VT 05401
7 years in the industry
CFACFP®Fiduciary
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Cambridge Investment Research Advisors
6yrs
Nathan Gourd
Financial advisor
996 S Main Street
Stowe, VT 05672
6 years in the industry
CFAFiduciary
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Blue Slate Investment Management
4yrs
Erik Giard-Chase
Financial advisor
Shelburne, VT
4 years in the industry
CFAFee-only firm
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