From Accountant to Investment Management Leader | CFA Institute® Career Conversations
Wealth professionals considering a mid-career transition can hear one practitioner's account of how credential study, networking and broader asset-class knowledge supported a move into investment management. It may also be useful for those thinking about how professional development and hiring intersect in advisory businesses.
Summary
By the running an ria deskA CFA Institute Career Conversations video features Alkis Hajittofis, CFA, describing his move from chartered accountant to portfolio management at a real estate investment firm. He discusses how the CFA Program broadened his investment knowledge, strengthened client and investor communication, and gave him confidence to move into portfolio management and real estate investment. The episode also covers networking as a CFA charterholder and advice for early and mid-career professionals.
- Hajittofis started as a chartered accountant and later led portfolio management at a major real estate investment firm.
- He says the CFA Program broadened his investment knowledge and improved communication with clients and investors.
- The episode covers portfolio management careers, alternative investments and real estate investing.
- It includes advice for early and mid-career professionals on professional development.
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