Jordan Kunz Awarded CFA Charter

Jordan Kunz recently passed the Level III exam of the Chartered Financial Analyst program and earned the right to use the Chartered Financial Analyst designation. Jordan is Harbor’s first CFA charterholder.

The Chartered Financial Analyst (CFA) charter is a globally respected, graduate-level investment credential established in 1962 and awarded by CFA Institute — the largest global association of investment professionals.

There are currently more than 90,000 CFA charterholders working in 134 countries. To earn the CFA charter, candidates must: 1) pass three sequential, six-hour examinations; 2) have at least four years of qualified professional investment experience; 3) join CFA Institute as members; and 4) commit to abide by, and annually reaffirm, their adherence to the CFA Institute Code of Ethics and Standards of Professional Conduct.

As a Wealth Manager, Jordan is responsible for managing client portfolios, economic and investment research, and financial planning analysis. He also handles many of our in-house technological initiatives.

Please join us in congratulating Jordan on this significant accomplishment!

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