C.W. O’Conner financial advisor Kevin O’Conner recently received certification as a Certified Investment Management Analyst® (CIMA®).
The CIMA® certification is the peak international, technical portfolio construction program for investment consultants, analysts, financial advisors and wealth management professionals. CIMA certification stands out among other financial certifications for its effective emphasis on the combination of theory and practical application.
Kevin earned the designation from the Investments & Wealth Institute in August.
He has been a financial advisor at CWO since 2013, where he helps with wealth planning, business planning, portfolio management, client reporting, and due diligence.
Please join us in congratulating Kevin on this achievement!