Congratulations to Elias Bachmann on passing the Level III Chartered Financial Analyst (CFA) exam and earning his Charter from the CFA Institute! Elias is the most recent addition to the BSW Wealth Partners team and serves as Portfolio Manager within BSW’s Investment Group. The CFA designation is an internationally recognized credential, awarded to investment practitioners who go through three levels of rigorous study and testing on a broad range of investment topics and also agree to abide by the CFA Institute’s Code of Ethics. Fewer than 50 percent of participants passed this year’s Level III exam (the last stage of qualification) – a record low – which reflects the increasing difficulty and requirements of the process. There are fewer than 90,000 CFA Charter holders worldwide.
Elias’ feat was even more impressive considering its concurrence with another big milestone: his recent wedding to Trish Groom on August 21, 2010. In addition to preparing for the Level III exam, Elias and Trish were also preparing to host relatives and friends from throughout the US, Europe, China, and South America (Elias was born in Switzerland and holds dual US and Swiss citizenship). BSW extends hearty congratulations (on both fronts) to Elias and best wishes to Trish for continued success and much happiness to come!