Marquardt Earns CFP® Designation, Passes CFA Exams
Hamilton Capital Management Financial Advisor Eric N. Marquardt has earned Certified Financial Planner™ (CFP®) certification from the Certified Financial Planner Board of Standards.
The CFP® designates that certificants have met extensive educational and experience requirements, have passed the comprehensive CFP® Certification Exam, provide a fiduciary standard of care, and are held to rigorous professional and ethical standards. CFP® certification is recognized as the highest standard in personal financial planning.
Marquardt has also passed all three levels of the Chartered Financial Analyst® (CFA®) Program and will be eligible for the CFA Charter upon completion of the required work experience. The CFA designates securities analysts, money managers and investment advisers who have completed a graduate-level curriculum and examination program administered by the CFA Institute, a global, not-for-profit association for investment professionals. The program covers a broad range of investment topics and requires a commitment to high ethical standards.
A member of Hamilton Capital’s award-winning Wealth Advisory Team, Marquardt works to develop forward-looking financial and investment strategies for the firm’s private and institutional clients.
A Dublin resident, he holds a bachelor’s degree in mechanical engineering from the United States Naval Academy at Annapolis and an MBA with a concentration in finance from the Kellogg School of Management at Northwestern University.