Nick Shedd Earns CFA Designation

Building Knowledge and Expertise to Help our Clients Succeed


Mainsail Wealth Advisors is thrilled to announce that Nick Shedd, Financial Advisor, has earned the designation of Chartered Financial Analyst® (CFA). Considered the most intense and rigorous credentialing program in the financial industry, the CFA program consist of 3 exams testing candidates on topics such as portfolio management, asset valuation, and wealth planning. The program takes on average 4 years to complete with less than 20% of candidates earning their charter.

“We couldn’t be more excited for Nick,” said Jason Koptish, Managing Partner. “The CFA designation is a testament to Nick’s hard work and desire to perform on behalf of our clients.”

  To learn more about how this designation, please visit the CFA Institute website.