News Archive

CFA Society Spokane Global Society Excellence Award

May 16, 2018
CFA Society Spokane has been recognized by CFA Institute as the 2017 recipient of the Most Outstanding Society with less than 110 Members at its annual conference in Hong Kong. The award recognises the work and dedication shown by the society in serving its members and the investment profession. “We are honoured to receive the Most Outstanding Society award this year,” said Eric Flynn, President of CFA Society Spokane. “As a member society of CFA Institute, we are dedicated in our efforts help build the next generation of investment professionals, to serve our members and promote the highest standards of ethics, education, and professional excellence. We are proud of the recognition shown by CFA Institute for our commitment to supporting the organisation’s mission.” Learn more about the CFA Institute and CFA Society Spokane.

 

 

CFA Society Spokane Annual Dinner

March 8, 2018
Eric Flynn, CFA hosted the annual CFA Society Spokane forecast dinner in Bozeman, MT on March 8th bringing together financial professionals from all across the region to listen to Paul Smith, CFA (President and CEO, CFA Institute), Carol Schleif, CFA (Deputy CIO, Abbot Downing), and Nick Krsnich (CIO, JMN Investment Management). Learn more about the CFA Institute and CFA Society Spokane.

 

 

CFA Western Regional Conference

February 16, 2018
Eric Flynn, CFA spoke about advocacy and outreach from local CFA Societies and the CFA Institute to help create a better investment profession globally. Learn more about the CFA Institute or find a local CFA Society.

 

 

Top Financial Advisors 2017

Financial Times • June 22, 2017
Bitterroot Capital is pleased to announce it has been named to the 2017 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S. Click here to read more.

 

 

CFA Western Regional Conference

November 19, 2016
Eric Flynn spoke about fostering the next generation of finance professionals by partnering the CFA Institute with Universities and using local CFA Societies to provide outreach, professional development, and networking to students. Learn more about the CFA Institute or find a local CFA Society.

 

 

20 Under 40 Local Award

Bozeman Chronicle • February 29, 2016
Eric Flynn, principal and partner with Bitterroot Capital Advisors in Bozeman Montana was honored with a 20 under 40 leaders in local business award. Click here to read more.

 

 

RIA Rankings 2015

Financial Advisor • July 1, 2015
Bitterroot Capital Advisors in the Financial Advisor magazine survey and ranking of Registered Investment Advisors in the US. Click here to view the full rankings. To learn more about the survey and rankings, click here.