Congratulations Bobby Adusumilli, CFA!

Congratulations to SJS Investment Services Investment Associate Bobby Adusumilli, who recently earned the CFA Institute’s CFA charter!

Considered by many as one of the highest distinctions in the investment management profession, the CFA charter is meant to signify the commitment to maintaining ethics, professionalism, and analytical rigor by charterholders in the increasingly competitive field of investments.[1] To qualify for the CFA charter, a candidate must pass the three CFA exams that focus on topics relevant to investments professions. Additionally, candidates must have at least 4,000 hours of experience in an investments-related profession, completed in a minimum of 36 months. Once a candidate passes the exams and has the necessary work experience, then the candidate can apply for the CFA charter, needing 2-3 professional references. If approved for the CFA charter, the person must continue abiding by the CFA Institute Professional Conduct Statement as well as pay annual dues to the CFA Institute in order to continue using the CFA designation.[1]

Bobby joins fellow SJS colleagues President Kevin Kelly and Chief Investment Officer Tom Kelly as CFA charterholders. Please join us in saying congratulations to Bobby Adusumilli, CFA!


Important Disclosure Information And Sources:

[1] “CFA Program“. CFA Institute, cfainstitute.org.

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