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.
Jonathan is Foster Victor’s Investment Manager, leading the Investment Team in researching and guiding client portfolios. He has over 20 years of experience analyzing and managing both individual and institutional …
As Portfolio Manager for Foster Victor Wealth Advisors, Bob works with the Investment Team to build & monitor portfolios and create presentations for clients. He enjoys helping develop effective investment …
