Phoenix, AZ, October 24, 2017 – Brandon Yee, a Research Analyst at Versant Capital Management, Inc. in Phoenix, has earned the prestigious Chartered Financial Analyst® (CFA) designation. Brandon joins Thomas Connelly, Versant Capital Management President and Chief Investment Officer, also a CFA charterholder.
The CFA charter, a highly respected and recognized worldwide investment credential, represents a tradition of upholding the highest standards of education and integrity in the investment profession. The charter is recognized globally by employers, investment professionals, and investors as the definitive standard by which to measure the competence, integrity, and dedication of serious investment professionals.
Recipients of the CFA charter have successfully completed the CFA Program, a graduate-level, self-study curriculum and a series of three intensive examinations taken sequentially, which, in total, takes most candidates between two and five years. Candidate surveys report that preparation for the three exams typically requires at least 900 combined hours of study.
The CFA Program, which is administered by CFA Institute, the global not-for-profit association of investment professionals, sets a standard that is acknowledged around the world for measuring the competence and
integrity of financial analysts, portfolio managers, and investment advisers. Currently, more than 100,000 investment professionals in 135 countries and territories hold the CFA charter.
The first CFA exam was administered in 1963. Due to the rigor of the program, only around one in five candidates who enroll in the CFA Program pass all three exams and meet the professional and ethical requirements to earn the charter. Earning the designation demonstrates mastery of the skills most needed for investment analysis and decision making in today’s fast-evolving global financial industry.
Administered worldwide in English, the CFA Program is firmly grounded in the knowledge and skills required every day in the investment profession and covers ethical and professional standards, securities analysis and valuation, international financial statement analysis, quantitative methods, economics, corporate finance, portfolio management, and performance measurement.
Brandon joined Versant Capital Management in 2015 as a Research Analyst. He conducts investment research into portfolio strategies, performs due diligence on investments, and designs and implements tools
and processes to support the research. Brandon is a Phoenix native and holds a B.S. in Finance and a B.S. in Molecular and Cellular Biology from The University of Arizona, earning both degrees magna cum laude.
“I am thrilled to receive my charter,” Brandon said. “It represents the successful culmination of hundreds of hours of study and a demonstrated commitment to professionalism and ethics.”
John Bowman, CFA, managing director, Americas at CFA Institute, explained what motivates candidates to make such a significant investment of their time and energy to seek to earn the CFA designation. “For 50 years, candidates have sought to earn the CFA charter for two chief reasons,” Bowman said. “One, to expand and test their knowledge of current practice across a broad range of investment topics, and two, to demonstrate to clients, employers, and peers their mastery of a demanding body of knowledge. “In the past decade, as the CFA Program has been adopted as a worldwide standard, the charter also has become an ‘international passport’ to work in financial markets anywhere in the world,” Bowman concluded.
About Versant Capital Management, Inc.
Versant Capital Management, Inc. provides customized wealth management services for high net worth clients, including individuals, families and their related entities, trusts, corporate pension and profit sharing plans, closely held businesses, not-for-profit organizations, and other tax exempt entities, with a focus on multi-generational and next-generation education. For more information or to view the firm’s disclosures, go to versantcm.com
About CFA Institute
CFA Institute is the global association for investment professionals. It administers the CFA and CIPM curriculum and exam programs worldwide; publishes research; conducts professional development programs; and sets voluntary, ethics-based professional and performance-reporting standards for the investment industry. CFA Institute has more than 115,000 members, who include the world’s more than 100,000 CFA charterholders, in 138 countries and territories, as well as 138 affiliated professional societies in 60 countries and territories. More information may be found at www.cfainstitute.org.