Staff Updates


Having completed the annual visitations from family members, Jonathan and Sara are turning their sights to preparing for the imminent departure of Sam and Ingrid. By the end of August their household will have shrunk from four to two. Ingrid will take up residence in Bologna, Italy for four months to sharpen her Italian skills. In January she relocates to Toulouse, France to further hone her French. Later this month, Sam moves to the Los Angeles area to begin the Ph.D. program in geography at UCLA. Such great adventures ahead for them both! And Sara and Jonathan are looking forward to adventures of their own with their new-found freedom.


This has been a productive summer for Irina who is celebrating passing the Level I of the Chartered Financial Analyst (CFA) exam, which has been dubbed β€œthe hardest test on Wall Street.” Next up for Irina is studying for the Investment Advisor Representative licensing exam, after which preparation for the Level II CFA exam (next June) will begin.



Jason is happy to report he passed the Investment Advisor Representative licensing exam earlier this summer, which allows him to make investment recommendations and enter trades for clients. He is even happier to report that he and his wife will welcome their first child – a daughter – into their lives in December. They are both excited to begin the adventures of parenthood, and they have been doing their best to enjoy their freedom while it lasts.

Browse our quarterly news archives:
  • March 2018
  • November 2017
  • August 2016