We are proud to announce William Cox has earned the Certified Management Accountant (CMA®) designation from the Institute of Certified Management Accountants (ICMA®). The CMA certification requires proficiency in many facets of accounting and financial management. This is demonstrated by completion of a nationwide comprehensive examination on accounting and related subjects, meeting a two-year management accounting experience requirement and agreeing to comply with the Standards of Ethical Conduct for Management Accountants.
William is also working towards completing his Chartered Financial Analyst® designation. He has passed Level I of III of the rigorous exams. The CFA® Program provides a strong foundation of advanced investment analysis and portfolio management with comprehensive concept and skill training in academic theory, current industry practice and ethical and professional standards.
This specific skill set is utilized in William’s role as Investment Analyst. William will assist the investment committee in the management of the funds of state and local governments, native corporations, foundations and endowments.