Heritage Trust’s parent company, Argent Financial Group, announced today that Saiyida Gardezi has successfully completed the Chartered Financial Analyst® Program. By earning the CFA designation, Gardezi has achieved one of the highest distinctions in the investment management profession. Gardezi currently serves as portfolio manager and is based in Argent’s Dallas office. She reports to Senior Portfolio Manager Robert Strauss, CFA.
“Saiyida is extremely driven and we’re proud to see her earn the CFA charter,” said Strauss. “Her dedication to achieving this goal is an example of the commitment that Argent professionals show to better serve our clients and provide them with the knowledge and expertise needed to grow their money.”
The CFA® Program, administered by the non-profit CFA Institute, seeks to set global professional standards for investment practitioners, and is recognized around the world for measuring the ethics and proficiency of financial analysts, portfolio managers and investment advisors.
“Among finance and investment professionals, the CFA certification is seen as the gold standard,” said Gardezi. “Earning this designation is a major accomplishment and has been a challenging, yet thoroughly enjoyable journey.”
Gardezi has recently relocated from Argent’s Oklahoma City office to Dallas. She will continue serving clients in the Oklahoma City area, as well as clients in the Dallas-Fort Worth metroplex. Gardezi is an active member of the CFA Society of Dallas and Fort Worth. Previously, she was one of the leaders at an Oklahoma based women empowerment group called Lean in Oklahoma and was also a Treasurer on the Board of OVAC (Oklahoma Visual Arts Coalition). She also served on the 2020 Women on Boards host committee for Oklahoma City in both 2018 and 2019.
About Argent Financial Group
Argent Financial Group (Argent) Financial Group (Argent) is a leading, independent, fiduciary wealth management firm. Responsible for more than $35 billion in client assets, Argent provides individuals, families, businesses and institutions with a broad range of wealth management services, including trusts and estate planning, investment management, ESOPs, retirement plan administration and consulting, funeral and cemetery trusts, charitable organization administration, oil and gas (mineral) management and other unique financial services. Headquartered in Ruston, Louisiana, Argent was formed in 1990 and traces its roots back to 1930. For more information, visit www.ArgentFinancial.com.