Broker Check
Becky Norman, CFA®

Becky Norman, CFA®

Investment Operations Manager

Chartered Financial Analyst (CFA®)

“The CFA designation is regarded as the highest distinction in the investment management profession with a focus on a rigorous curriculum and strong ethical foundations.”( accessed 7/17/2018)

Becky has a broad experience base including work with hedge funds, non-profits, and endowments. Becky has experience in Trading, Risk Management, Operations and Client Service. Becky utilizes her analytical abilities and experience to work in support of the investment management processes and decision making. Becky earned a degree in Finance from the Sam Houston State University.

Contact Us