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Financial News ,Financial Advisor

Calvin Vu Awarded CFA Designation

Calvin Vu has successfully completed the CFA program and has earned the right to use the CFA designation. We are proud to have recently added Calvin to our team and of his well-earned achievement.

Calvin Vu Awarded CFA DesignationIt is 4Thought’s great pleasure to announce that Calvin Vu 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”. We are proud to have recently added Calvin to our team and of his well-earned achievement. Please join us in congratulating him!

Calvin can be reached at cvu@4tfg.com and 4Thought can be reached at info@4tfg.com or (516) 300-1617.

Author: Jesse Mackey

Jesse Mackey is the Chief Investment Officer of 4Thought Financial Group, an SEC Registered Investment Adviser (RIA). As head of the firm's portfolio management operations, he provides investment planning and portfolio management expertise to aid affiliated financial advisors and partner firms in servicing their clients. He is also director of the economic theory, research, and publishing conducted at the firm. Jesse earned his MBA from Thunderbird School of Global Management in International Securities Investment, International Development and Entrepreneurship, and his Bachelor’s degree from Colgate University in Economics. He has more than 16 years of experience in the financial services industry. He holds the Series 66 Securities/Advisory license, and is also a licensed life and health insurance representative in several states.

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