Bradley J. Rathe and James L. Hart earn AIF® Designation
Chad E. Hassinger, CFP®
Chief Executive Officer
June 19, 2018
Congratulations to James L. Hart and Brad J. Rathe for earning the AIF® Designation.
James L. Hart and Brad J. Rathe recently earned the Accredited Investment Fiduciary® (AIF®) Designation, which signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care for clients. A combination of education, industry experience, and/or professional development is required to meet the experience requirement for the AIF® credential.
James brings over seven years of experience to Strategic. James is currently a Staff Advisor of Trading and Investments and Associate Portfolio Manager at SFG, and is currently the primary trader and supports the CIO with portfolio management.
Brad brings over twenty-five years of experience to Strategic. Brad is currently the Chief Investment Officer at SFG, and leads all investment strategy and managerial functions for the wealth management division, focusing on helping clients accomplish their investment goals.
Great job, Brad and James!
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