Monthly Archives: September 2013

Senior Research Analyst Bryan Shipley Earns His Chartered Financial Analyst (CFA) Designation

Congratulations to Bryan Shipley, Arnerich Massena’s head of traditional and real asset investments! Bryan recently completed the CFA program, confirming a mastery of the rigorous CFA curriculum.

“The CFA Program is a globally recognized, graduate level investment credential. Earning it demonstrates a commitment to professional ethics and expertise with the broad range of skills needed for competitive careers in the investment profession.” (The CFA Institute) The CFA Institute states that the Chartered Financial Analyst designation has become the world’s most respected and recognized investment credential. The program is organized into three levels, each requiring in excess of 300 hours of study and culminating in a six-hour exam.

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Attend NAGDCA’s 2013 Annual Conference to see Arnerich Massena Advisors Vincent Galindo and Jake O’Shaughnessy Present

Vincent Galindo and Jake O’Shaughnessy, veteran speakers at NAGDCA (National Association of Government Defined Contribution Administrators, Inc.) conferences, will be speaking again coming up this September 7-11 In Louisville, Kentucky. The NAGDCA 2013 Conference is entitled Championing Your Retirement! in recognition of Louisville’s history of champions.

Vincent Galindo will join a panel to discuss Stable Value Funds on Tuesday, September 10, helping plan sponsors understand today’s stable value environment. Jake O’Shaughnessy’s session is on Wednesday, September 11, and will cover Roth 457/Roth Conversions, comparing Roth contributions to regular pre-tax contributions.

To learn more about the NAGDCA Conference, or to register, visit