I’m pleased to announce the promotion of Barry Dunaway to Managing Director of America First Investment Advisors. Anyone who knows our firm understands Barry’s importance and influence on AFIA’s investment philosophy and strategic direction. His new title is an acknowledgement of his accomplishment in these areas.
Barry joined AFIA almost 15 years ago in 2004 as our Director of Research. He will continue to hold that important position. I look forward to his steady guidance as we continue to move forward.
I’d like to also announce that Katerina Wiese is now Vice President. She maintains the additional title of Financial Planner. She joined us in 2008 and holds the Certified Financial Planner™ certification. She is a friend to many of our clients and works hard to help them with her knowledgeable advice.
Please join with me in congratulating Barry and Katerina!
Eric Ball, CFA®
Chief Executive Officer
America First Investment Advisors, LLC
Barry Dunaway is a CFA® Charterholder. The Chartered Financial Analyst (CFA) designation is offered by the CFA Institute. To obtain the CFA charter, candidates must pass three exams demonstrating their competence, integrity, and extensive knowledge in accounting, ethical and professional standards, economics, portfolio management, and security analysis, and must also have at least four years of qualifying work experience, among other requirements.
Katerina Wiese holds the Certified Financial Planner™ certification. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
This post expresses the views of the author as of the date of publication. America First Investment Advisors has no obligation to update the information in it. Be aware that past performance is no indication of future performance, and that wherever there is the potential for profit there is also the possibility of loss.