​Savant Announces New Team Member, Recognizes Current Employees

Savant Capital Management, a national wealth management company, added Ambari Prakash Pinto to his McLean office and recognized Joel Cundick to receive the designation of Accredited Portfolio Management Advisor and Yonas Bedane having received the title of general accountant authorized management.

Ambari Prakash Pinto Savant joined in January as a financial advisor. She is a member of the advisory team and is responsible for managing all aspects of financial planning and the investment process for Savant's customers. She meets regularly with clients, advisors, portfolio managers, accountants, lawyers and financial advisors to formulate and coordinate effective strategy planning, investment and taxation.

Pinto has been involved in the financial services industry since 2011. Prior to joining Savant, he worked with asset managers, accountants, and the insurance industry. She was also a lawyer company, as a partner in a law firm in Washington, DC and New York. Pinto received a bachelor's degree in political science from the University of Vermont and a law degree and a Financial Planning Certificate from Georgetown University.

The planning and tax specialist on Yonas Bedane was awarded the Global Management Accountant (CGMA). According to the American Institute of Chartered Accountants and the Institute of Management Accountants, CGMA is a general accounting management designation that recognizes the unique role of men and women in organizations around the world that combine financial and accounting expertise With strategic knowledge. Better business decisions.

Financial Advisor Joel Cundick received the Accredited Portfolio Manager (APMA®). APMA® the designation process involves hands-on practice in more than one course of study that integrates client assessment and relevance, risk / reward investment objectives, fixed income portfolio theory and stock and psychology of Investors. Individuals must pass an end-of-course exam that tests their ability to synthesize complex concepts and apply theoretical concepts to real situations.