Finance
Asset Management Employee Earns Credential, Promotion
Luke Nicholas of Sarasota's Allegiant Private Advisors recently earned the chartered financial analyst credential.
Luke Nicholas of Sarasota's Allegiant Private Advisors recently earned the chartered financial analyst credential. The designation is widely regarded as a key certification for investment professionals, especially in the areas of research and portfolio management. Earning the credential requires passing three rigorous six-hour exams over a period of years. Candidates must also have at least four years of relevant industry work experience. Nicholas was also recently promoted to the role of portfolio manager.