McLEAN, VA (February 16, 2017) – Savant Capital Management, a nationally-recognized fee-only wealth management firm, has added Ambari Prakash Pinto to its McLean office and recognized Joel Cundick for receiving the Accredited Portfolio Management AdvisorSM designation and Yonas Bedane for receiving the Chartered Global Management Accountant designation.
Ambari Prakash Pinto joined Savant in January as a financial advisor. She is a member of the Advisory Team and is responsible for managing all aspects of the financial planning and investment process for Savant’s clients. She regularly meeting with clients, advisors, portfolio managers, accountants, attorneys, and financial planners to formulate and coordinate effective planning, investment, and tax strategies.
Pinto has been involved in the financial services industry since 2011. Prior to joining Savant, she worked with wealth managers, accountants, and in the insurance industry. She was also a corporate attorney, serving as an associate at a law firm in Washington, D.C. and New York. Pinto earned a bachelor of arts degree in political science from the University of Vermont, and a law degree and a Certificate in Financial Planning from Georgetown University.
Planning and Tax Specialist Yonas Bedane received the Chartered Global Management Accountant (CGMA) designation. According to the American Institute of Certified Public Accountants and the Chartered Institute of Management Accountants, the CGMA is a global management accounting designation that recognizes the unique role played by men and women at organizations around the world who combine accounting and financial expertise with strategic insight to guide better business decisions.
Financial Advisor Joel Cundick received the Accredited Portfolio Management AdvisorSM (APMA®) designation. The APMA® designation process involves hands-on practice in addition to a course of study that incorporates client assessment and suitability, risk/return, investment objectives, bond and equity portfolio theory, and investor psychology. Individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.
About Savant Capital Management
Savant Capital Management is a leading independent, nationally-recognized, fee-only firm, serving clients for 30 years with more than $4.8 billion in assets under management. As a trusted advisor, Savant Capital Management offers investment management, financial planning, retirement plan and family office services to financially established individuals and institutions. Savant also offers corporate accounting, tax preparation, payroll and consulting through its affiliate, Savant Tax & Consulting.
Savant is regularly recognized among the top wealth managers in the United States. Savant was the recipient of the 2015 Best-in-Business IMPACT Award™, part of Schwab’s IMPACT Awards® program to recognize excellence in the business of independent financial advice. Savant has consistently received other industry recognitions including recently being included on the Forbes top 200 financial advisors list, the Barron’s top 20 independent advisory firms list, being named the #9 rated RIA firm by Financial Planning magazine, and included in additional top advisors lists by Financial Advisor magazine and InvestmentNews.
Savant Capital Management is a Registered Investment Advisor. Savant’s marketing material should not be construed by any existing or prospective client as a guarantee that they will experience a certain level of results if they engage Savant’s services and may include lists or rankings published by magazines and other sources which are generally based exclusively on information prepared and submitted by the recognized advisor. For more information about Savant or to view our Important Disclosures, go to www.savantcapital.com.
Savant Capital Management and its employees are independent of and are not employees or agents of Charles Schwab & Co., Inc. (“Schwab”). Schwab does not prepare, verify or endorse information distributed by Savant Capital Management. The Best-in-Business IMPACT Award™ is not an endorsement, testimonial endorsement, recommendation or referral to Savant Capital Management with respect to its investment advisory and other services.