Hooker & Holcombe Investment Expert Named President of CFA Society Hartford

WEST HARTFORD, Conn., July 26, 2017 /PRNewswire/ -- Hooker & Holcombe is pleased to announce that John Fuller, vice president, director of operations for the firm's investment advisory group, was elected president of the CFA Society Hartford at the group's annual meeting on June 15th.  John has been a CFA Society Hartford member since 2006 and a board member for the past four years.  In his new role as president, John will lead the Board which oversees operations and programs of the approximately 700 member Society.  He will also act as the Society's primary liaison to the CFA Institute. 

The CFA Society Hartford was founded in 1952 as the local presence of the CFA Institute, a worldwide investment professional organization of over 150,000 members based in Virginia, which sponsors the Chartered Financial Analyst® designation.  The CFA Charter is the most recognized and respected graduate-level investment credential in the world and it demonstrates a commitment to professional ethics and investment related expertise.  The Society engages in a wide variety of educational and career oriented activities for the benefit of its members, students from local universities, and local charitable organizations.   

John joined Hooker & Holcombe in 1989 and is currently responsible for client accounting and reporting, investment technology and investment research.  He also serves as the firm's chief compliance officer and is a member of the Investment Committee.  In addition to his CFA designation, John is an Accredited Investment Fiduciary (AIF).  His extensive experience covers a wide range of retirement related issues and his expertise includes financial accounting standards, cost accounting standards and asset liability modeling. 

"This is an exciting time for John and for Hooker & Holcombe.  John's in-depth understanding of retirement plans and investment advisory practices will further establish the company's position as a regional leader in delivering effective retirement plan solutions.  His dedication to the industry has greatly enhanced the CFA Society Hartford and its members, and he is well-deserving of this appointment," stated Rodger Metzger, president and chief investment officer, Hooker & Holcombe investment advisory group.

About Hooker & Holcombe
Hooker & Holcombe, founded in 1956, is a leading regional provider of comprehensive and integrated actuarial, investment advisory and retirement plan consulting services. Through the expertise of dedicated and knowledgeable professionals, the firm designs and implements customized retirement plan programs based on proven practices and advanced technology that exceed client expectations.  The firm also provides wealth management services for individuals seeking better retirement plan strategies. For more, visit hhconsultants.com.

Investment advice is offered through Hooker & Holcombe Investment Advisors, Inc., an SEC Registered Investment Adviser.

MEDIA CONTACT: 
Peg Brooker, Director, Marketing & Communications
pbrooker@hhconsultants.com
860.856.2129

SOURCE Hooker & Holcombe