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Congratulations to BSW Portfolio Manager, Yiwen Chen on passing the Level III Charted Financial Analyst exam and earning his Charter from the CFA Institute.  Yiwen began his career at BSW as an intern and we couldn’t let him go!  The CFA® designation is an internationally recognized credential, awarded to investment professionals 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. This year 54% of the candidates who sat for the Level III exam (the last stage of qualification) passed-and we’re thrilled Yiwen was one of them!

Please join BSW in extending a hearty congratulations to Yiwen!

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