Trace Welch Receives CFA Charter

BOULDER, Colo. - June 27, 2013 - PRLog -- Sargent Bickham Lagudis congratulates Trace Welch on his achievement of becoming a Chartered Financial Analyst charterholder.  Trace successfully completed all three rigorous CFA exams and the required four years of investment work experience to join four other CFA charterholders at SBL.  “Trace completed this while working in a full time position, proving his ambition, effort, and dedication,” said Brad Bickham, CFA and SBL’s Chief Investment Officer.  Trace’s growing responsibilities include investment research, portfolio management, and trading.  Added Kreighton Bieger, CFA, “Trace’s hard work at SBL has improved our processes in many ways from trading to research, and we congratulate him on earning his CFA charter.”

The CFA Program is a globally recognized, graduate-level curriculum that provides candidates with a strong foundation of the real-world investment analysis and portfolio management skills and practical knowledge needed in today’s investment industry.

It also emphasizes the highest ethical and professional standards.  With more than 100,000 CFA® charterholders in over 135 countries and territories and an increasing demand worldwide for the CFA Program, the charter has become the global professional investment credential.  To learn more about the CFA charter, please visit http://www.cfainstitute.org.

About Sargent Bickham Lagudis

Sargent Bickham Lagudis is a fee-only financial advisor providing customized fee-only investment management and financial planning for high net worth individuals, institutions, and foundations.  SBL is based in Boulder with offices in Denver, serving clients throughout Colorado and the United States.  The firm currently manages over $800 million in assets.  For more information, visit http://sblfinancial.com.