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CFA charter holders

Monday, December 2nd 2002, 12:12PM
After more than three years of study, nine local investment professionals in New Zealand have earned the prestigious Chartered Financial Analyst(CFA) designation, the New Zealand Society of Investment Professionals has announced.
The CFA charter is one of the most prestigious credentials among financial professionals, according to a recent survey by Custom Research Inc, of New York. Administered by the Association for Investment Management and Research (AIMR), the CFA Program is a graduate-level, self-study curriculum and series of examinations that test candidates around the world in ethical and professional standards, financial statement analysis, economics, portfolio management and analysis and valuation of debt, equity and alternative investments.

The new CFA charterholders are:
  • Stephen Bennie CFA - NZ Funds Management Limited (Auckland)
  • Justin Edgar CFA - Brook Asset Management Limited (Auckland)
  • Randolph Kirk CFA - Student (Auckland)
  • Katrina Kruger CFA - (currently travelling overseas)
  • Warren Potter CFA - Reserve Bank of New Zealand (Wellington)
  • Justin Queale CFA - Deutsche Bank (Auckland)
  • Samantha Nel CFA - (currently travelling overseas)
  • Matthew Walker CFA - Arcus Asset Management Limited (Auckland)
  • Eric Wong CFA - Frank Russell Company (NZ) Limited (Auckland)
The nine new charterholders bring the total number of CFA charterholders in New Zealand to 45. These individuals are portfolio managers, investment advisers and other investment professionals.
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