Nathan Ramos awarded CFA Designation

It is our firm’s great pleasure to announce that our in-house Senior Portfolio Manager, Nathan Ramos, has successfully completed the CFA program and has earned the right to use the CFA designation. The Chartered Financial Analyst (CFA) Program is a professional credential offered internationally by the American-based CFA Institute to investment and financial professionals. The program covers a broad range of topics relating to investment management, financial analysis, quantitative analysis, equities, fixed income and derivatives, and provides a generalist knowledge of other areas of finance.

A candidate who successfully completes the program and meets other professional requirements is awarded the “CFA charter” and becomes a “CFA charterholder”. Successful candidates take an average of four years to earn their CFA charter. The top employers of CFA Charterholders globally include JP Morgan, UBS, Morgan Stanley, Royal Bank of Canada, BlackRock and Goldman Sachs. Notable CFA Charterholders include Bill H. Gross, founder of PIMCO, and Howard Marks, founder of Oaktree Capital Management.

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The information and opinions herein are for general information use only. Padilla Wealth Management does not guarantee their accuracy or completeness, nor does Padilla Wealth Management assume any liability for any loss that may result from the reliance by any person upon any such information or opinions. Such information and opinions are subject to change without notice, are for general information only and are not intended as an offer or solicitation with respect to the purchase or sales of any security or as personalized investment advice. Past performance of an index does not guarantee future results. Indexes are unmanaged and cannot be invested in directly. The Dow Jones Industrial Average (DJIA) is a price-weighted index composed of 30 widely traded blue-chip U.S. common stocks. The S&P 500 is a market-cap weighted index composed of the common stocks of 500 leading companies in leading industries of the U.S. economy. The NASDAQ Composite Index is a market-value weighted index of all common stocks listed on the NASDAQ stock exchange.

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Dion R. Padilla
(210) 223-8700
(210) 223-8707
info@padillawmg.com

Padilla Wealth Management
9901 IH-10W, Suite 800
San Antonio, TX 78230
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