CNBC: Investing

JULY 30, 2025

Analyst Certification (Reg AC) Thomas Lee, CFA, the research analyst denoted by an "AC" on the cover of this report, hereby certifies that all of the views expressed in this report accurately reflect his personal views, which have not been influenced by considerations of the firm's business or client relationships.

Stock

TechCrunch: M&A

JUNE 30, 2025

Boston, MA | July 15 REGISTER NOW With the acquisition of vLex, Clio, which provides law firms with time-tracking, invoicing, and electronic payment tools, is now effectively stepping into the practice of law itself. Earlier in her career, Marina was a financial analyst and earned a CFA charterholder designation.

Mergers and Acquisitions

The TRADE

JANUARY 11, 2024

Athina Trika Speaking to The TRADE, Athina Trika, CFA, execution sales at Kepler Cheuvreux, explained: “KCx’s Analytical Suite is a significant step toward increased transparency, opening up a broad prospect of opportunities for flexible and agile data sharing.

Asset Management

Mergers and Inquisitions

FEBRUARY 28, 2024

Liquidity is also more limited, and more trading is still done over the counter (OTC) rather than electronically. As with equity research and hedge fund roles, there are two main options for breaking in: Complete the CFA , get fixed income-related internships, and start working directly in FI research, either at a bank or a buy-side firm.

Equities