LAFAYETTE, Calif.--(BUSINESS WIRE)--Capital Advantage, Inc. President and Founder John Hayman, CFP®, is pleased to announce that Colin Taylor has passed the CFA Level III exam and has been awarded the Chartered Financial Analyst® designation from the CFA Institute. The Chartered Financial Analyst® (CFA) credential has become the most respected and recognized investment designation in the world, and is recognized globally for the highest standards of ethics, education and professional excellence in the investment management industry.
Colin Taylor received his Bachelor's Degree in Economics and Business from The Colorado College in Colorado Springs in 2001, and has been working in the financial services industry for over 9 years. Colin has been with Capital Advantage, Inc. for over 3 years, providing security selection and analysis, portfolio management strategies, asset allocation recommendations, and investment and market commentary.
Capital Advantage, Inc. President Hayman states, “In addition to his remarkable achievement, Colin has been promoted to Director of Investment Management. We are all very proud of his achievement and professional growth. There is no question that Colin is a great asset, adding immense value to our company, its employees and our clients.”
Capital Advantage, Inc. is a 100% fee-only, SEC registered investment advisor headquartered in Lafayette, California. Capital Advantage, Inc. specializes in investment management and retirement planning and currently manages over $500,000,000 in assets for over 475 families and businesses. For more information about the services of Capital Advantage, Inc., please visit www.capitaladvantage.com.
