Congratulations to our own Drew Echternach for passing the Level II exam in the process of becoming a Chartered Financial Analyst (CFA). According to the CFA Institute, “The Chartered Financial Analyst® (CFA) credential is held by over 150,000 professionals around the world. The charter gives a strong understanding of advanced investment analysis and real-world portfolio management skills. The CFA Program is a self-study program divided into three levels of exams. Passing these exams is one step to becoming a CFA charterholder.”

Upon completion of the certification process, Drew will become the third CFA on the staff of Southeastern Trust, joining Robert Clark and Nicholas van der Meer who currently hold the designation.