Drew Echternach Awarded Chartered Financial Analyst (CFA®) Designation

Southeastern Trust is excited to announce that Drew Echternach has successfully completed all levels of examination to become a Chartered Financial Analyst (CFA®) charter holder. Earning the CFA charter is a highly selective process with fewer than one in five candidates completing all requirements and exams to earn the designation. It takes an average of 1,000+ hours of rigorous study, along with four years of professional experience and successful completion of three levels of examinations to earn the distinction. The credential is the professional standard of choice for more than 31,000 investment firms worldwide. 

Born and raised in Lancaster, PA, Drew graduated from Grove City College in 2017 with a Bachelor of Science in Mechanical Engineering and a Minor in Mathematics. After college, Mr. Echternach moved to Chattanooga as a member of the Chattanooga Fellows Program Class of 2018. In the Fellows, he spent a year focusing on leadership and discipleship training while exploring the intersection of faith and work. As part of his program, he served as an intern at Southeastern Trust. He has served as an investment analyst since that time and has been working on completing the CFA examination process. 

“We believed in Drew from his first days as an intern when we experienced the value of his analytical abilities,” states Bart Rolen, chief executive officer of Southeastern Trust. “It has been an honor to watch him develop under the guidance of Chief Investment Officer Britt Messer and achieve this new distinction. Our clients will likely never realize how much they benefit from Drew’s diligence and attentiveness as he analyzes investment opportunities.”

“I am thankful to Bart and Britt for the opportunity to serve and learn during the time of my employment at Southeastern Trust,” says Drew Echternach. “Completing these exams gives me added confidence in serving our clients in helping them design a life well spent.”

With offices in Atlanta, Chattanooga, and Nashville, Southeastern Trust Company is a boutique private wealth management firm serving families across the United States with traditional family office services. 

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