Allegiant Research Analyst Completes Chartered Financial Analyst (CFA®) Program
Cameron Dees, CFA®, Becomes the Firm’s Fourth Team Member to Earn Designation as a CFA® Charterholder
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Sarasota, Florida – Allegiant Private Advisors Research Analyst Cameron Dees, CFA®, has completed the CFA Program® earning the designation as a Chartered Financial Analyst (CFA®) charterholder. Considered the gold standard in the global investment management profession, designation as a CFA® charterholder represents a deep knowledge of the broad field of investing and a commitment to ethics and professionalism.
“We’re proud of Cameron’s hard work, dedication to the profession, and real-world skills in investment analysis serving clients, all of which contributed to this accomplishment,” explained Benjamin W. Jones, CFP®, AIF®, president and chief investment officer of the independent, fee-based financial advisory firm.
Dees added, “After logging 1,500 hours of preparation over three years of study, I’m thrilled to have earned the most respected investment credential in the world. At Allegiant, our entire team’s technical skills, education, and specialized industry designations are reflections of decades of work—individually by myself and my colleagues and as a company to carefully curate a wonderful, comprehensive group of professionals.”
A Chartered Financial Analyst (CFA®) charter is a designation given to those who have completed the CFA® Program and completed acceptable work experience requirements. The CFA® Program, which is administered through the CFA® Institute, is a three-part exam that tests the fundamentals of investment tools, valuing assets, portfolio management, and wealth planning.
Allegiant Private Advisors’ 17-member team now includes four Chartered Financial Analyst® (CFA®) charterholders. The full-time staff also includes six Accredited Investment Fiduciary® (AIF®) designees, two Certified Divorce Financial Analyst® designees, one Certified Public Accountant (CPA), one Chartered Market Technician (CMT), one Chartered Retirement Planning Counselor®, and nine CFP®-certified professionals. Allegiant’s financial experts and client service professionals work together on behalf of each client based on a team approach to customized wealth management.
Cameron Dees joined Allegiant Private Advisors in 2018. He is responsible for performing research on existing client holdings as well as investments that are candidates for inclusion in client portfolios. Prior to joining Allegiant, Dees held several professional positions in a client-facing banking environment and in an analytical support capacity. Dees graduated with a Bachelor of Science in Finance from Marshall University where he also earned his Master of Business Administration.
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Allegiant Private Advisors Research Analyst Cameron Dees, CFA®, has earned the designation as a Chartered Financial Analyst® (CFA®) charterholder.
About Allegiant Private Advisors
Since 1997, Allegiant Private Advisors has been creating customized wealth management solutions for high-net-worth families, entrepreneurs, nonprofit organizations, and foundations. The experienced team manages assets conservatively on a fiduciary basis. Personalized investment strategies based on proprietary research are developed for each client family, complemented by a concierge-like approach to customer service. Allegiant Private Advisors is located at 240 South Pineapple Ave., Suite 200, Sarasota, FL 34236. For more information, call 941-365-3745 or visit www.allegiantpa.com.
Advisory Services Offered Through Allegiant Private Advisors, LLC, a Registered Investment Adviser