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Announcing Team Achievements! Thumbnail

Announcing Team Achievements!

Daintree Advisors is thrilled to congratulate Shadrack Frempong on his recent promotion to Senior Client Service Associate and to Evan P. Kaplan on earning the right to use the Chartered Financial Analyst® (CFA®) designation.

Evan P. Kaplan, CFP®, CFA® is a Director at Daintree Advisors. In his role as Client Advisor, Evan works with clients to help them understand, implement, and achieve their financial goals and is a member of the firm’s rebalancing and trading team. Evan attended Colby College where he graduated with honors in history. He holds a CERTIFIED FINANCIAL PLANNER™ certification and is a CFA® charterholder. Evan is a member of the CFA Society Boston and the CFA Institute. The charter gives a strong understanding of advanced investment analysis and real-world portfolio management skills. Evan has completed the CFA® program and has fulfilled the work experience requirements, as well as gained acceptance as a member of the CFA Institute. We are proud of Evan's hard work and accomplishments!

Shadrack Frempong joined Daintree Advisors in June of 2016, starting as an Operations Associate before moving on to the role of Client Service Associate. Today, he is a Senior Client Service Associate, working with individuals and families to help them understand, implement, and achieve their financial goals. Shadrack earned a Bachelor of Science in Finance from Western New England University, where he was a member of the Finance Club, and participated in a special semester-long portfolio investment project where his class was entrusted with selecting $100,000 of stocks for the Cohen Student Managed Fund, and personally managed the energy sector allocation of $10,000. He is currently working towards obtaining the CERTIFIED FINANCIAL PLANNER™ certification.

Please join us in congratulating both Shadrack and Evan!

Note: CFA® and Chartered Financial Analyst ® are registered trademarks owned by CFA Institute.