08/08/2012 (press release: kfarrington) // Atlanta, GA, USA // Kelsey Farrington

White Horse Advisors, LLC, an independently-owned provider of financial advisory services to owners of closely-held businesses, retirement plan sponsors, and individual investors, proudly announces Lucas Staggs, analyst, has successfully completed the Level I Exam for the Chartered Financial Analyst (CFA) designation. The CFA Program is a globally recognized, graduate level curriculum that provides a strong foundation of real-world investment analysis and portfolio management skills along with the practical knowledge needed in today’s investment industry. This self-study program combines a broad curriculum with professional conduct requirements, culminating in three sequential exams.*

“This is no small accomplishment and it puts Lucas in very good company. Of all the Level I candidates who took the June 2012 exam, only 38% passed. We are pleased and congratulate him on this great success,” Stephen Griner, President and Chief Operations Officer of White Horse Advisors.

Lucas’ next endeavor is the Level II Exam, scheduled for June 2013.

About White Horse Advisors, LLC

White Horse Advisors, LLC is an independently-owned company that provides fee-based financial and advisory services to the owners of closely-held businesses, retirement plan sponsors and individual investors. Our professionals strive to deliver sound solutions, financial advice and strategies in coordination with clients’ tax, legal and other advisors.

*www.cfainstitute.org

Social Media Tags:Lucas Staggs, CFA, White Horse Advisors, Stephen Griner, Chartered Financial Analyst, closely-held businesses, retirement plan sponsors, investors

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