At FourThought, we’ve always believed in investing in our people, and today, we’re excited to share some incredible news that reflects just that. Jake MacFarlane, one of the key leaders on our investment committee, has officially earned his Chartered Financial Analyst (CFA®) designation!
This is a huge achievement, not just for Jake but for our entire team. The CFA® is known for being one of the most rigorous and respected certifications in the financial industry. It takes years of hard work, dedication, and discipline to achieve—and Jake did it! We couldn’t be prouder of him.
What Does This Mean for FourThought?
Jake’s new CFA® designation is more than just a title—it’s a reflection of his commitment to delivering top-notch service and innovative investment strategies to our clients. Scott Pinkerton, our Managing Partner, really hit the nail on the head when he said:
“Jake’s work ethic and commitment have always been top-notch, and this certification just reinforces that. The CFA® is known for being one of the toughest designations in our industry, and it’s going to help us take our services to the next level for our clients.”
Jake’s role aligns with many of the core principles emphasized by the CFA Institute. He will remain focused on deepening our equity strategies, exploring alternative investments, and collaborating with the Chief Investment Officer to ensure our portfolios reflect our commitment to long-term growth, careful risk management, and delivering consistent value for our clients.
What’s Next?
We’re excited about the new opportunities that this opens up for both Jake and our firm. Having a CFA® Charterholder on our leadership team enhances the depth and quality of the strategies we offer, and we know our clients will feel the positive impact.
Please join us in congratulating Jake on this major accomplishment! His hard work, dedication, and expertise are what keep driving FourThought forward, and we couldn’t be more excited for what’s ahead.