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Join us in congratulating Bridgeworth Director of Portfolio Management Chip Kalousek on completing the Chartered Financial Analyst (CFA) Program and becoming a CFA charterholder. Obtaining this designation is a testament to dedication, perseverance, and a commitment to the highest standards of financial expertise.

The CFA designation is globally recognized and attests to a charterholder’s success in a rigorous and comprehensive study program in the field of investment management and research analysis.  The designation is a benchmark for investment professionals to show their knowledge and expertise in investment analysis, portfolio management, and ethical standards. The curriculum includes quantitative methods, economics, financial reporting and analysis, corporate finance, equity investment, fixed income, derivatives, alternative investment, and portfolio management. The journey to becoming a CFA Charterholder is demanding. There is a rigorous self-study process, three comprehensive exams that evaluate one’s understanding and application of the concepts, as well as adhering to the CFA Institute’s strict standards of professional conduct and ethics.

With nine years of experience in investment management, Chip is a vital member of the Bridgeworth investment team, monitoring and trading portfolios and working with clients to develop a personalized investment strategy that meets their investment goals and constraints. By constructing an individualized portfolio and rebalancing when it matters most, he helps keep clients on track to execute their plans.

We are proud of Chip’s journey to earn this designation and his positive impact on Bridgeworth and our clients.

Bridgeworth is now a part of Savant Wealth Management as of 11/30/2023. Savant Wealth Management (“Savant”) is an SEC registered investment adviser headquartered in Rockford, Illinois.