PID 4215


CFA

Chartered Financial Analyst

The CFA® professional designation is granted to those who pass three rigorous exams covering topics such as accounting, economics, ethics, money management, and security analysis. The CFA Institute is based in Charlottesville, Virginia.

Langdon Oliver, CFA®

Langdon is a Portfolio Specialist at Foster Victor, working with the Investment Team to create asset allocations and implement recommendations. He earned his Bachelor of Science in Financial Management with …

Matthew Hart, CFA

Matt is a Portfolio Manager at Foster Victor.  He has over 30 years of investment experience researching and managing a wide variety of asset classes and investment products. Matt earned …

Andrew R. Duncan, CFA®

Andrew R. Duncan  (“Andy”) is a Portfolio Manager at Foster Victor, focusing on Dividend Strategies and Alternative Investments.  He has over 25 years of investment experience researching a wide variety …

Yuval Ezer, CFA

Yuval is a Portfolio Manager at Foster Victor, where he is an integral part of the Investment Team, managing various equity strategies and researching investment opportunities. With over 15 years …

Jonathan McAdams, CFA®

Jonathan is Foster Victor’s Chief Investment Officer, leading the Investment Team in researching and guiding client portfolios.  He has over 20 years of experience analyzing and managing both individual and …