by Cardan Capital Partners | Jun 30, 2020 | Cardan Announcements
Cardan Capital Partners is pleased to announce that Danby Minor has joined our team as Senior Client Associate. She will support client relationship management, account services, and daily operations. Danby has over a decade of experience working in independent wealth...
by Cardan Capital Partners | May 27, 2020 | Cardan Announcements, Finance and family, Financial Planning
Cardan Capital Partners is pleased to announce that Co-Founding Partner Sarah Keys is now a Certified Divorce Financial Analyst® (CDFA®). This specialized, professional designation focuses on pre-divorce financial planning. A CDFA® helps guide a divorcing couple...
by Cardan Capital Partners | May 7, 2020 | Cardan Announcements, Investing
Cardan Capital is pleased to announce that David Fox, our Senior Portfolio Analyst, successfully has completed the Chartered Financial Analyst® (“CFA”) program and has earned the right to use the CFA designation. A CFA is a globally-recognized, professional...
by Cardan Capital Partners | Feb 7, 2020 | Cardan Announcements
Cardan is pleased to announce that Julie Goodrum will be adding to her role at the firm, overseeing Operations in addition to Compliance for Cardan. Julie, our Chief Compliance & Operations Officer, is a Colorado native who joined our team in February 2019. She...
by Cardan Capital Partners | Oct 30, 2019 | Cardan Announcements, Cardan in the Media
Cardan Senior Portfolio Analyst David Fox recently traveled to Austin, Texas, to accept an ‘RIA Future 50’ presented by Citywire USA, a provider of news and information for professional investors. In Citywire’s words, RIA Future 50 firms...
by Cardan Capital Partners | Apr 1, 2019 | Cardan Announcements
The entire Cardan Capital Partners team is pleased to share that co-founding partner Sarah Keys recently completed the Charles Schwab Executive Leadership Program, an exclusive and competitive one-year program designed for management personnel within investment...
