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