Stewart McIver

CFA®, CPA

Managing Director

    A Chartered Financial Analyst (CFA®) is a professional designation given by the CFA Institute that measures and certifies the competence and integrity of financial analysts. Candidates are required to pass three levels of exams covering areas such as accounting, economics, ethics, money management, and security analysis.

    Certification

    CFA®

    CPA

    Office

    Jackson, Wyoming

    Contact & Locations

    A Chartered Financial Analyst (CFA®) is a professional designation given by the CFA Institute that measures and certifies the competence and integrity of financial analysts. Candidates are required to pass three levels of exams covering areas such as accounting, economics, ethics, money management, and security analysis.

    Offices

    Scottsdale, AZ

    Contact & Locations

    Los Angeles, CA

    Contact & Locations

    Lakewood, CO

    Contact & Locations

    Alexandria, VA

    Contact & Locations

    Maryland

    Contact & Locations

    Naples, FL

    Contact & Locations
    Street view of Winter Park Florida Pathstone Office

    Winter Park, FL

    Contact & Locations

    Atlanta, GA

    Contact & Locations

    Boston, MA

    Contact & Locations

    Englewood, NJ

    Contact & Locations
    Aerial view of New York City

    New York, NY

    Contact & Locations

    Providence, RI

    Contact & Locations

    Austin, TX

    Contact & Locations

    Bellevue, WA

    Contact & Locations

    Seattle, WA

    Contact & Locations