Celebrating Excellence: The Academy of CPM Welcomes the Class of 2025

The Academy of CPM Welcomes the Class of 2025



In a momentous gathering, the Academy of Certified Portfolio Managers (ACPM) has officially announced its graduating class for 2025. This prestigious event signifies not just the completion of a rigorous program, but also the commitment of financial professionals to elevate their careers in the complex world of portfolio management.

The CPM® certification, a hallmark of excellence, encompasses comprehensive training in essential areas such as portfolio management, asset allocation, risk management, and investment analysis. Graduates emerge with a profound understanding of the financial landscape, equipped to tackle challenges in an ever-changing economic environment.

Graduating Class Spotlight


Among the distinguished graduates are noteworthy names from various esteemed financial institutions:
  • - Gary Bergeron from Morgan Stanley
  • - Gretchen Brown from Integrity Financial
  • - Kanika Chouhan from Oberbank
  • - Will Freeman from Citizens National Bank of Meridian, MS
  • - Robert Moore and Brian Peacock from Morgan Stanley
  • - Jeffrey Reis from Merrill Lynch
  • - Will Trapp from Morgan Stanley
  • - Alex Trippi from Merrill Lynch
  • - Ray Tucholski from Rockefeller Capital Management
  • - Jeremy Wilson from Morgan Stanley

These professionals have dedicated over 150 hours to independent study, concluded with an immersive three-day seminar at the University of Denver's Daniels College of Business. The program's unique case-study format, led by experts such as Dr. Conrad S. Ciccotello, fosters collaborative discussions and practical applications that enhance learning. According to Dr. Ciccotello, "This transformative experience is designed to equip participants with sophisticated skills that yield exceptional client outcomes."

Advancing Careers and Business Growth


The benefits of obtaining the CPM certification extend beyond personal knowledge. Most graduates report a considerable business growth of approximately 20% post-certification, demonstrating its value in the competitive finance sector. CPM certification not only differentiates portfolio managers in the market but also provides access to an exclusive professional network that can offer further career opportunities and collaborations.

For aspiring portfolio managers and those considering this certification, the dates for the next program will soon be available. Detailed information, including application guidelines, can be found at Academy of CPM.

About the Academy of CPM


The Academy of Certified Portfolio Managers is an independent organization dedicated to advancing the proficiency of discretionary portfolio managers. By fostering a culture of collaborative learning, the Academy ensures that participants continually enhance their expertise across various dimensions, adapting to the intricacies of the global economy.

As the finance industry evolves, the need for highly skilled professionals becomes increasingly critical. The Academy’s commitment to excellence ensures that graduates are prepared to lead and innovate in their fields, setting new standards for portfolio management practices worldwide.

The Class of 2025 is not just a group of graduates; they are the future leaders who will shape the financial landscape for years to come. Their achievements reflect the Academy's mission of excellence and the relentless pursuit of knowledge.

In conclusion, the Academy of Certified Portfolio Managers celebrates the dedication and accomplishments of its graduates, looking forward to a future where these financial experts will make significant impacts on their clients and the industry alike.

Topics Financial Services & Investing)

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