CFA® CHARTERHOLDERS are the premier choice for wealth management.
ADVANCED INVESTMENT EXPERTISE
CFA CHARTERHOLDERS find actionable solutions to complex problems, unlocking investment opportunities that other advisers might not seeLearn More ›
DEPTH OF FINANCIAL KNOWLEDGE
Honed by years of training, CFA CHARTERHOLDERS wield an extensive body of knowledge on investing and global financial marketsHelpful Resources ›
COMMITMENT TO CLIENTS
CFA CHARTERHOLDERS place clients’ interests above their own, dedicating themselves to achieving the best outcomes for investorsQuestions to Ask a Wealth Manager ›
THE RIGHT QUESTIONS TO ASK A PRIVATE WEALTH MANAGER
The Earmarks of a CFA Charterholder
Gayle Buff, CFA
Founder & President
Buff Capital Management
An Investor-First Ethos
Dan Fasciano, CFA
National Director of Portfolio Management
BNY Mellon Wealth Management
Asking the Right Questions
Sophie Palmer, CFA
Regional Director & Portfolio Management, Private Wealth Management
Does your wealth manager
have the expertise you need?
OF INVESTORS HAVE CHANGED THEIR WEALTH MANAGER TO BETTER FIT THEIR NEEDS
High-net-worth individuals have complex wealth management needs — and they're not afraid to consider a new wealth manager when their needs are not being met. But 41% of these investors are concerned that they don't know the right questions to ask. Do you? Get guidance from CFA CHARTERHOLDERS on the right questions to consider when choosing a wealth manager.
The Current State of Private Wealth Management
> CFA Institute surveyed 900 investors with at least $1 million in investable assets to better understand their investment goals and how they partner with wealth managers to meet those goals.
> Hard work doesn’t end with the acquisition of significant wealth.