financial professional for more than 15 years, Brett Coltman currently serves as Senior Vice President - Wealth Management, Senior Portfolio Manager, and Wealth Advisor with UBS Financial Services. In 2013, Brett Coltman completed the Certified Portfolio Manager (CPM®) program at the Academy of Certified Portfolio Managers.

2.  A financial professional for more than 15
years, Brett Coltman currently serves as
Senior Vice President - Wealth
Management, Senior Portfolio Manager,
and Wealth Advisor with UBS Financial
Services. In 2013, Brett Coltman completed
the Certified Portfolio Manager (CPM®)
program at the Academy of Certified
Portfolio Managers.

3.  Hosted at Columbia University's Industrial
Engineering and Operations Research
(IEOR) Department, the Certified Portfolio
Manager (CPM®) program supports
professionals in developing advanced
knowledge of portfolio construction, risk
management, and valuation analysis.

4.  The CMP credential first requires 200 hours
of independent study. The year's
candidates then attend a week-long
intensive program at Columbia University,
where they complete coursework in a
variety of topic areas, including hedge fund
management, asset pricing, foreign
exchange, and corporate finance. After
successful completion of the course,
candidates receive a credential that
indicates a commitment to maintaining a
high level of knowledge in portfolio
management.