Rockingham Times

PORTSMOUTH—Granite Bay Wealth Management is pleased to announce that managing partners and Certified Financial Planners™, Paul Stanley and Joseph Skees have earned the Certified Portfolio Manager® (CPM) designation from the Academy of Certified Portfolio Managers at the NYU Stern School of Business.  

Stanley and Skees earned the CPM designation after completing extensive coursework and examinations. The CPM curriculum involves in-depth study of fundamental analysis, option valuation, foreign currency exchange, credit default swap structure and valuation analysis, and asset allocation. They join an exclusive group of individuals who have attained this certification, establishing themselves as a forerunner in portfolio management.

 

Now more than ever, financial planners have to be strategic about the decisions they make with client investments. Year to date, the S&P 500 has experienced above average volatility and if financial planners are just following the market, their clients are losing money. The added knowledge and training received through the Academy of Portfolio Managers keeps Granite Bay Wealth Management at the top of the industry, making the best decisions in the interest of their clients.

 

Granite Bay Wealth Management is committed to supporting their clients in every financial stage of their lives and staying ahead of changes in the market. This vision is made possible through ongoing training and certifications, continually evolving and learning new ideas and best practices.

“Adding this in-depth knowledge about portfolio management to our current Financial Planning expertise really sets us apart from other firms. It allows us to continue to deliver a high level of customized solutions to high net worth families in the Seacoast area, ensuring that our clients’ financial dreams remain in reach," said Stanley.

 

About Granite Bay Wealth Management

At Granite Bay Wealth Management we work hard to make complex financial scenarios understandable. We believe that the greater understanding the client has of what we are doing, the better the partnership will be over their life. Wealth management goes beyond investing. It requires a deep understanding of our client’s lives, concerns and dreams. We collaborate with our clients to come up with solutions that not only meet their needs but that they understand and are comfortable with. Granite Bay Wealth Management serves individuals and businesses in all areas of investment planning, including wealth management, estate and trust planning, education planning and retirement planning. Their offices are located at 767 Islington Street, Portsmouth. More information is available at www.granitebaywm.com.

 

About The Academy of Certified Portfolio Managers

The Academy of Certified Portfolio Managers (ACPM) is an independent organization fashioned and charged with the task of creating and managing a credentialed program of excellence for training discretionary portfolio managers. The collaborative and continuous learning/sharing assists in the goal of training us all to become better portfolio managers. To enable the highest level of expertise in all facets in an ever-changing and dynamic global economy.

_{Source: https://portsmouthchamber.org/news/details/news-release-6-29-2022}