Telemus Senior Investment Analyst Passes CAIA Exam
Telemus is thrilled to announce that Senior Investment Analyst, Rob Young, recently passed his CAIA Level II exam to become a Chartered Alternative Investment Analyst.
"This is professional milestone for Rob and reflects his dedication to building truly customized investment solutions for clients,” said Matt Dmytryszyn, Chief Investment Officer. “This accreditation allows Rob to further support our clients who are interested in looking beyond just the public stock and bond markets when managing their wealth.”
CAIA is a professional designation offered by the CAIA Association. The designation is the globally recognized credential for professionals managing, analyzing, or regulating alternative investments. Candidates must complete a course of study and pass two examinations. CAIA designees are required to maintain membership in the CAIA Association and adhere to professional and ethical standards.
“Analyzing alternative investment opportunities has been a part of my work for more than a decade,” said Young. “I’m excited to continue this important work on behalf of candidates with the new CAIA designation.”
Young joined Telemus in 2022 in Chicago as a Senior Investment Analyst. He has more than 15 years of investment experience and oversees private equity, private credit, private real estate, and private infrastructure investment options to support client portfolio goals.
Click here for designation requirements.
PAST PERFORMANCE IS NOT A GUARANTEE OF FUTURE RESULTS. Investment decisions should always be made based on the client's specific financial needs, goals and objectives, time horizon and risk tolerance. Current and future portfolio holdings are subject to risk. Risks may include interest-rate risk, market risk, inflation risk, deflation risk, currency risk, reinvestment risk, business risk, liquidity risk, financial risk, and cybersecurity risk. These risks are more fully described in Telemus Capital's Firm Brochure (Part 2A of Form ADV), which is available upon request. Telemus Capital does not guarantee the results of any investments. Investment, insurance and annuity products are not FDIC insured, are not bank guaranteed, and may lose value.
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