With more than 25 years as an investment professional and 16 years of dedicated service in the credit union investment space at Corporate One, I am delighted to congratulate Jeff Duesler, AVP, Investment Consultant Executive, on achieving a milestone that sets him apart in the financial industry: earning the Chartered Financial Analyst (CFA) designation.  

Jeff Duesler, CFA
AVP, Investment Consultant Executive

Widely regarded as the gold standard for investment professionals, the CFA credential represents a deep commitment to ethics, rigorous analysis, and advanced portfolio management expertise. 

The CFA program is known for its demanding requirements, curriculum, and comprehensive examinations; three sequential, rigorous exams cover topics such as investment analysis, economics, ethics, and portfolio management. Fewer than 20% of candidates complete all three levels of the program, making this achievement a testament to Jeff's perseverance and expertise. 

In his current role, Jeff has consistently demonstrated a passion for helping members achieve their financial goals through sound investment strategies. This new designation further enhances his ability to deliver exceptional guidance and insights, ensuring Corporate One remains a trusted partner in financial well-being. 

What does this mean for our members? 

The CFA designation ensures that Jeff brings an exceptional level of knowledge and integrity to managing investments. It means members can trust that their portfolios are guided by globally recognized best practices, with a strong emphasis on ethical decision-making and long-term financial success. This expertise helps Corporate One’s investment team deliver to continue to deliver strategic solutions that align with members’ goals while navigating an ever-changing market with confidence. 

We are thrilled to congratulate Jeff on this outstanding accomplishment. His dedication not only elevates our investment team but also reinforces our commitment to providing members with the highest level of financial expertise.