Austin Couey, CFA

Austin Couey graduated from the University of Portland with a bachelor’s degree in economics. Upon graduation, Austin worked as a Portfolio Trading Analyst at a regional OSJ and then as anAssociate Financial Advisor in the greater Spokane area. Austin is a CFA Charterholder and a member of the CFA Society of Spokane. The Chartered Financial Analyst (CFA) designation is recognized across more than 160 countries globally. To earn the highly regarded CFA designation, Austin was required to pass three sequential exams covering rigorous course work including, Equity Investments, Fixed Income, Quantitative Methods, Economics, Financial Statement Analysis, Corporate Issuers, Derivatives and Risk Management, Alternative Investments, Portfolio Management, Performance Measurement and Ethical and Professional Standards. Additionally, during Austin’s CFA Level III exam, Austin pursued the Private Wealth Pathway. The Private Wealth Pathway centers on comprehensive wealth and client management for high-net-worth and ultra-high-net-worth clients. When Austin is not in the office, he can be found exercising and spending time with his lovely wife Audrey.