ATLANTA, Ga. (CitizenWire) — White Horse Advisors, LLC, an independently-owned provider of financial advisory services to owners of closely-held businesses and retirement plan sponsors, announces that Stephen Griner, COO of White Horse Advisors, has earned the Chartered Financial Analyst (CFA) designation. Griner was one of only 42 percent of investment professionals to pass the June 2010 CFA exam. He is the first CFA charterholder at White Horse Advisors.
To earn the CFA charter, candidates must sequentially pass three six-hour exams that are widely considered to be among the most rigorous in the investment profession. The CFA curriculum includes ethical and professional standards; financial reporting and analysis; corporate finance; economics; quantitative methods; equity, fixed income, and alternative investments; derivatives; portfolio management; and wealth planning.
“The CFA designation continues to attract individuals globally who want to enhance their knowledge and skills to succeed in today’s competitive world of investing and finance,” said John Rogers, CFA, president and CEO of CFA Institute.
“Employers, institutional and individual investors, and regulators alike see great value in the heart of the CFA Program – financial education and professional ethics training. Investors know that when working with a CFA charterholder, they are working with a serious investment professional who is also a trusted adviser.”
About White Horse Advisors:
White Horse Advisors, LLC is a specialized, independently-owned company that provides fee-based financial and advisory services to the owners of closely-held businesses and retirement plan sponsors. Our professionals strive to deliver sound solutions, financial advice and strategies in coordination with clients’ tax, legal and other advisors. As of June 30, 2010, White Horse works with more than 100 clients located in more than 15 different states, and advises on more than $700 million of client assets.
More information: http://www.whitehorseadvisors.com/ .
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