Covington Investment Advisors, Inc. is pleased to announce that Cindy Jones has earned the Chartered Financial Analyst (CFA) designation. This designation requires successfully completing a series of three exams covering a wide range of topics related to financial analysis. In addition to passing the exams, other requirements include having relevant work experience, submitting professional references, and adhering to the Code of Ethics and Standards of Professional Conduct of the CFA Institute. Additionally, she holds the Series 65: Uniform Investment Advisor Law license.
Cindy joined Covington in 2012 as Assistant Portfolio Manager and currently holds the positions of Portfolio Manager and Chief Compliance Officer. She earned a Bachelor of Science degree in Applied Mathematics with additional studies in Computer Science and Statistics from the University of Pittsburgh.
As Portfolio Manager, Cindy oversees the firm’s investment committee’s processes for determining the buys, sells and holds of all the securities held by the clients’ accounts. Additionally, she coordinates the individual financial plan of each of these accounts to determine the appropriate investment holdings. She coordinates quarterly and annual review meetings with clients to demonstrate investment performance and overall results.
As Chief Compliance Officer she is responsible for overseeing the company’s compliance program and ensuring that all activities of the firm meet regulatory requirements, acting as a liaison with legal and regulatory bodies on compliance related issues.
Please join me in congratulating Cindy on her accomplishment.