certified portfolio managers®
GBWM Announces Addition of Certified Portfolio Manager® Designation
June 2022 – Granite Bay Wealth Management is pleased to announce that managing partners and CERTIFIED FINANCIAL PLANNERS™, Paul Stanley and Joseph Skees have earned the Certified Portfolio Manager® (CPM) designation from the Academy of Certified Portfolio Managers at the NYU Stern School of Business.
Stanley and Skees earned the CPM designation after completing extensive coursework and examinations. The CPM curriculum involves in-depth study of fundamental analysis, option valuation, foreign currency exchange, credit default swap structure and valuation analysis, and asset allocation. They join an exclusive group of individuals who have attained this certification, establishing themselves as a forerunner in portfolio management.
Now more than ever, Financial Planners have to be strategic about the decisions they make with client investments. Year to date, the S&P 500 has experienced above average volatility and if Financial Planners are just following the market, their clients are losing money. The added knowledge and training received through the Academy of Portfolio Managers keeps Granite Bay Wealth Management at the top of the industry, making the best decisions in the interest of their clients.
Granite Bay Wealth Management is committed to supporting their clients in every financial stage of their lives and staying ahead of changes in the market. This vision is made possible through ongoing training and certifications, continually evolving and learning new ideas and best practices.
Quote from Paul Stanley, CFP™, CPM®, Managing Partner, Granite Bay Wealth Management
“Adding this in-depth knowledge about portfolio management to our current Financial Planning expertise really sets us apart from other firms. It allows us to continue to deliver a high level of customized solutions to high net worth families in the Seacoast area, ensuring that our clients’ financial dreams remain in reach.”
Beyond Managing Investments
Financial Planning goes beyond just managing investments. It is a consultative process of working with clients to develop a financial plan and find solutions to complex problems. We coordinate a team of experts to address client needs and help you navigate through your financial life.
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