We are happy to announce the newest member of our team, Jack Burke!
Before he was a Financial Consultant for us, Jack started his career as a Financial Advisor with MassMutual.
Jack graduated from The University of South Carolina with a Bachelor of Science in Finance from the Darla Moore School of Business. He is currently enrolled in the CFP program at the College for Financial Planning.
Our Second piece of news is that our very own Research Analyst, Rosario 'Sal' Salamone just received his CIMA® certification!
The CIMA® (The Chartered Institute of Management Accountants) certification program is the only credential designed specifically for financial professionals who want to attain a level of competency as an advanced investment consultant.
The CIMA® certification is one of the most valued certifications in the investment consulting and wealth management industry. CIMA® professionals manage more assets and have more experience than most financial professionals. The certification helps advisors improve their practice—and deliver an exceptional experience to clients.
CIMA® professionals are elite advisors who apply advanced investment theory and integrate a complex body of investment knowledge systematically and ethically to assist clients in making prudent investment decisions. They provide objective, transparent, fair investment advice to the investors they serve.
In order to earn and maintain a CIMA®, some of the things that one must do:
- Document at least three years of financial services experience.
- Pass comprehensive examinations
- Complete an educational program from a top-20 business school
- Agree to adhere to an ethical code of professional responsibility and complete 40 hours of continuing education every two years, including two ethics hours.
Great job, Sal!