D.B. Root & Company’s Director of DBR Flagship Client Services, Adam Souply recently earned the Chartered Financial Analyst® (CFA®) credential; the most respected and globally recognized investment designation in the world. Only 1 in 5 candidates becomes a CFA® charterholder. It requires 1,000 hours of intense study, three 6-hour exams and 4 years of work experience.
Mr. Souply plays a pivotal role in managing relationships and the portfolios of D.B. Root’s High Net Worth clients. Working with Flagship Managing Director David Hoffmann, CFP®AIF®, he is responsible for providing comprehensive and unbiased financial planning and wealth management services in both a relationship manager and portfolio manager role.
"Adam is one of the rising stars in our business, and he has proven to be a huge asset to both our firm and our clients. His achieving the CFA® designation is testimony to his laser like focus on details and his passion for the industry and assisting clients. It will serve him well as he continues to grow as a professional," stated D.B. Root & Company Founder and CEO, David Root, CFP®.
Mr. Souply is a key member of D.B. Root’s Strategic AIM™ Asset Allocation team that focuses on allocation strategies that are simple, low cost and transparent, while adhering to the firm’s strict fiduciary standard. He is also an active member of D.B. Root’s internal Investment Committee, which is responsible for developing asset allocation advice geared to meeting specific client goals.
Mr. Souply joined D.B. Root & Company in 2014 after spending eight years in the Asset Servicing division of one of the industry’s largest banks, BNY Mellon. He holds a B.S. degree in Business Administration (Finance/Investment Management Major) and MBA from Duquesne University, where he also received a basketball scholarship.
The CFA® charter is a credential awarded by the CFA Institute to individuals who meet its education, examination, sponsorship, experience and ethics requirements. To earn a CFA® charter, eligible candidates must have four years of qualified investment work experience, become a member of the CFA Institute, adhere to the Code of Ethics and Standards of Professional Conduct on an ongoing basis, and complete the CFA® program, which requires the passage of three separate six-hour examinations. Topics tested by the CFA Institute include ethical standards, quantitative methods, economics, financial reporting, corporate finance, equities, fixed income, derivatives, alternative investments, and portfolio management.
*CFA Institute 2017 www.cfainstitute.org
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Adam M. Souply
CFA®, CPFA®, AIF®, MBA