News

Matt Donohue, CFP®, CPA, and now… CFA!

Dec 31, 2021 | Company Updates

The Chartered Financial Analyst is one of the highest levels of finance-related qualifications. Congratulations, Matthew, on reaching this professional milestone!

Over the past few years, Mr. Donohue has toiled and labored to study and pass all three levels of his CFA exams—each requiring extensive study (a suggested 300+ hours of study per each exam level)—all to prove his skillset as an advanced investment analyst, including the ability to make key financial decisions.

Throughout this time, Mr. Donohue continued to showcase dedicated client servicing ability in his full-time role as Colton Groome’s Manager of Trading & Investment Research; while maintaining his most important role as a husband to his wife, Whitney, and father to their three children.

Matt joined the Colton Groome Team in 2018, with an initial goal of building out our internal investment trading platforms and systems. His analytical approach in all he does-largely due to his background in accountancy and auditing-has continued to magnify Colton Groome’s ability to accurately report and analyze key investment options for our clients. Every day he enhances our investment policies, trading, and fiduciary standards.

Matthew’s CFA accreditation is a GLOBALLY recognized qualification—respected in more than 162 markets. *

As a requirement, the Matthew had to prove years of professional experience in economics, investment analysis, financial reporting, and portfolio management. The CFA Institute Code of Ethics and Standards of Professional Conduct require the CFA charter to:

  • Place integrity of the investment profession and the interests of clients ahead of their own personal interests
  • Maintain independence and objectivity
  • Act with integrity, competence, and respect
  • Maintain and continue their professional education
  • Disclose conflicts of interests and legal matters

Would you like to review the Code of Ethics & Standards for the CFA accreditation? Click the following link for a full overview: CFA Code of Ethics & Standards

Mr. Donohue joined the Colton Groome Team in 2018, with an initial goal of building out internal investment trading platforms and systems. His analytical approach in all he does—largely due to his background in accountancy and auditing—has continued to magnify Colton Groome’s ability to accurately report and analyze key investment options for our clients. Every day he enhances our investment policies, trading options, and fiduciary standards.

Matthew works alongside Colton Groome’s Director of Investment Strategies, Garst Reese—also an accredited CFA—to advocate for clients, research markets, analyze funds, and make ethical decisions.

Do you have questions about Matthew’s new designation? Or would you like to congratulate him? You may reach out to Matthew directly via mdonohue@coltongroome.com.

 
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, and Certified Financial Planner™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Fee-based Financial Planning and Asset Management Services offered through Colton Groome Financial Advisors, LLC, an SEC Registered Investment Advisor. Securities offered through Valmark Securities, Inc. Member FINRA (http:/ /www.finra.org/), SIPC (http:/ /www.sipc.org/), 130 Springside Drive, Suite 100, Akron, Ohio 44333-2431, 1-800-765-5201. Colton Groome & Company, Colton Groome Financial Advisors, LLC., are separate entities from Valmark Securities, Inc.

Colton Groome Financial
​1127-B Hendersonville Rd.
Asheville, NC 28803
Tel - (828) 252-1816
Fax - (828) 254-5895
info@coltongroome.com

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, and Certified Financial Planner™, in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

This testimonial was provided by current client. The client was not compensated, nor are their material conflicts of interest that would affect the given testimony. The testimony may not be representative of the experience of other current clients and does not provide a guarantee of future performance success or similar services.

Advisory Services offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. Securities offered Through Valmark Securities, Inc. Member FINRA, SIPC 130 Springside Drive, Suite 300 Akron, Ohio 44333-2431 1-800-765-5201 Colton Groome Financial is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc. Colton Groome & Company is a separate entity from Retirement Plan Advisory Group.

Colton Groome Financial Advisors, LLC is a Registered Investment Advisor (RIA). Information contained herein has been obtained from sources considered reliable, but its accuracy and completeness are not guaranteed. This material is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Past performance is no guarantee of future results. Colton Groome Financial Advisors, LLC has exercised reasonable professional care and diligence in the collection, analysis, and reporting of this information but has not independently verified, validated, or audited the data. Colton Groome Financial Advisors, LLC makes no representations or warranties with respect to the accuracy of the information, nor whether it is suitable for the purposes to which it is put by users. Colton Groome Financial Advisors, LLC and its subsidiaries shall not be liable to any user of this report or to any other person or entity for any inaccuracy of this information or any errors or omissions in its content, regardless of the cause of such inaccuracy, error or omission. Furthermore, in no event shall Colton Groome Financial Advisors, LLC be liable for consequential, incidental or punitive damages to any person or entity for any matter relating to this information.