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Domani Wealth Portfolio Manager Earns Chartered Financial Analyst® Designation

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Matthew Gavel Earns CFA®

Great perseverance can often lead to great reward – and great celebration!

Matthew Gavel, a Portfolio Manager with Domani Wealth, has earned the Chartered Financial Analyst® designation.

The process generally takes more than four years, and less than one in five candidates who enroll in the Chartered Financial Analyst® program pass all three exams and meet the professional and ethical requirements to earn the credential. Matt completed 4,000 hours of work experience that was directly involved with investment decisions – part of how he helps lead our Investment Strategy Group. He had to prove his knowledge in advanced investment, analysis and real-world portfolio manager skills.

It’s a monumental effort, and we have seen Matt work incredibly hard in his dedication to our clients and their needs, his mentoring and guidance for our investment group, and his commitment to learning more and developing as a professional. In his day-to-day work, he specializes in investment due diligence and portfolio management, including the creation, implementation, and trading of sophisticated portfolio strategies.

The CFA charter, awarded by the CFA Institute, is recognized globally by investors as the definitive standard by which to measure the competence, integrity and dedication of serious investment professionals.

Matt is living up to our mission of promoting financial security through knowledge, integrity, and understanding, and we’re so proud of the example he sets on our team!

Important Disclosure

Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this article serves as the receipt of, or as a substitute for, personalized investment advice from Domani. A copy of Domani’s current written disclosure brochure discussing our advisory services and fees continues to remain available upon request.

PLEASE SEE ADDITIONAL IMPORTANT DISCLOSURE INFORMATION

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