HIGHLAND News

At HIGHLAND, we continue to support the efforts by our staff to develop personally and professionally. We have a commitment to providing excellent service and guidance to clients. Each member of our team has an intellectual curiosity and belief that what they do really matters to our clients’ lives. With this in mind, we have some exciting news to share about the HIGHLAND team.

HIGHLAND’s New Intern

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We would like to introduce Morgan Nover as the newest member of the HIGHLAND team. Morgan is a junior at William Paterson University of New Jersey in Wayne, New Jersey where she is pursuing a double major in Finance and Financial Planning. In addition to her coursework, Morgan is also a member of the William Paterson University Financial Planning Club.

Morgan is assisting the HIGHLAND team in the areas of account document preparation, client relationship management, financial planning and investment research, and analysis of clients’ financial statements.

In her free time Morgan enjoys spending time at the library searching for the best drama novel, hiking with friends, and visiting a variety of coffee shops.

Rich Anderson Passes Level II of CFA Exam

We are also pleased to announce that HIGHLAND’s Portfolio Analyst, Rich Anderson, passed the June 2018 Level II Chartered Financial Analyst (CFA) exam. Rich is one of 28,872 candidates who passed the June 2018 Level II CFA exam, with only 45% of candidates successfully passing.

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Rich is one step closer to achieving his goal of earning the globally respected Chartered Financial Analyst credential. To earn the CFA charter, candidates must:

1) Pass three sequential, six-hour examinations

2) Have at least four years of qualified professional investment experience

3) Join CFA Institute as members

4) Commit to abide by, and annually reaffirm, their adherence to the CFA Institute Code of Ethics and Standards of Professional Conduct

The CFA curriculum provides a comprehensive framework of knowledge for investment decision-making and is firmly grounded in the knowledge and skills used every day in the investment profession. The three levels of the CFA program test a candidate’s proficiency in a wide range of fundamental and advanced investment topics, including ethical and professional standards, fixed income and equity analysis, alternative and derivative investments, economics, financial reporting standards, portfolio management, and wealth planning. Level II of the CFA exam focuses on applying investment tools in the analysis of various investment asset classes.

Passing each level of the three CFA exams is a difficult task that requires extensive study. Rich will be registering to take the Level III CFA exam in June 2019.

Ed Leach named Vice Chair of Alzheimer’s New Jersey’s Board of Directors

In November of 2018, Ed will be assuming the role of Vice Chair of the Board of Directors of Alzheimer’s New Jersey, a New Jersey 501(c)(3) organization dedicated to improving the lives of people in New Jersey who are affected by Alzheimer’s disease and other dementias; offering continuous hope and support. The organization directs 100% of all donor’s generosity, as well as the time and energy of staff, to local New Jersey communities.

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Ed has served as Treasurer of Alzheimer’s New Jersey for the late 2 years. Ed & his wife, Alyssa, have been continuously volunteering and supporting Alzheimer’s New Jersey for over 8 years. At HIGHLAND, we encourage our team to volunteer and support causes in their communities that are important to them, allowing them the freedom to do so.