Yanni Partners currently has a staff of 26 employees, including 9consultants, 9 Chartered Financial Analyst® (CFA®) Charterholders, and 3 CFA® candidates. Additionally, 9 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, 9members 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