Credential: Chartered Financial Analyst®

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute. These marks are awarded to individuals who successfully complete the CFA Institute’s initial and ongoing certification requirements. Learn more: cfainstitute.org/programs/cfa

Parsec Employees Who Have Earned the CFA

President | Chief Investment Officer
Chartered Financial Analyst®
Chief Operating Officer | Chief Compliance Officer
CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst®

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