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Yanni
Partners currently has a staff of 27 employees, including
8 consultants, 8 Chartered Financial Analyst®
(CFA®)
Charterholders, and 3 CFA®
candidates. Additionally, 8 of our consultants are Accredited
Investment Fiduciaries®
(AIF®).
Our remaining staff members, a majority of whom are financial
professionals, are responsible for such areas as consulting/support,
database administration, software development, performance
measurement, computer programming, and business administration.
Our staff brings with them a unique
blend of academic credentials, consulting experience, and
business experience that serve to compliment the business
objectives of our client base. Among our consultants, 8 members
of our staff have achieved the CFA designation, while 3 members
are currently pursuing it. Nine of our professional staff
have earned advanced degrees with finance orientations. In
addition to having a CFA and/or MBA, several of our financial
professionals have earned additional advanced degrees in other
disciplines such as engineering, education, and information
science. Our staff also brings with them a unique blend of
prior work experiences, which serves to enhance our client
relationships. Examples of those experiences include:
- Asset/liability management
- Chief Investment Officer of a large, private university
- Pension management for several major U.S. corporations

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