Please join us in congratulating Allegiant Private Advisors Research Analyst Cameron Dees, CFA®, who has completed the CFA Program® earning the designation as a Chartered Financial Analyst (CFA®) charterholder. Considered the gold standard in the global investment management profession, designation as a CFA® charterholder represents a deep knowledge of the broad field of investing and a commitment to ethics and professionalism.
Camerons explains, "After logging 1,500 hours of preparation over three years of study, I'm thrilled to have earned the most respected investment credential in the world. At Allegiant, our entire team's technical skills, education, and specialized industry designations are reflections of decades of work—individually by myself and my colleagues and as a company to carefully curate a wonderful, comprehensive group of professionals."
A Chartered Financial Analyst (CFA®) charter is a designation given to those who have completed the CFA® Program and completed acceptable work experience requirements. The CFA® Program, which is administered through the CFA® Institute, is a three-part exam that tests the fundamentals of investment tools, valuing assets, portfolio management, and wealth planning.
Allegiant Private Advisors' 17-member team now includes four Chartered Financial Analyst® (CFA®) charterholders. The full-time staff also includes six Accredited Investment Fiduciary® (AIF®) designees, two Certified Divorce Financial Analyst® designees, one Certified Public Accountant (CPA), one Chartered Market Technician (CMT), one Chartered Retirement Planning Counselor®, and nine CFP®-certified professionals. Allegiant's financial experts and client service professionals work together on behalf of each client based on a team approach to customized wealth management.
Cameron joined the firm in 2018 and is responsible for performing research on existing client holdings as well as investments that are candidates for inclusion in client portfolios. Prior to joining Allegiant, he held several professional positions in a client-facing banking environment and in an analytical support capacity. Cameron graduated with a Bachelor of Science in Finance from Marshall University where he also earned his Master of Business Administration.
We're proud of Cameron's hard work, dedication to the profession, and real-world skills in investment analysis serving clients, all of which contributed to this accomplishment.
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Advisory Services offered through Allegiant Private Advisors, LLC, a Registered Investment Adviser