John R. Niedenberger, Jr., CFA, CFP®, AIF®
John joined Hunter Associates in 2003 and, in addition to his role as an investment advisor, is responsible for securities research, portfolio construction, asset allocation, macroeconomic research and hedging strategy implementation. Prior to joining Hunter Associates, John held positions with the School Employees Retirement System of Ohio, Huntington National Bank and the Board of Governors of the Federal Reserve System.
John holds a bachelor’s degree in both mathematics and economics from Denison University and an M.B.A. degree from Virginia Tech. He holds a master’s degree in economics from the University of North Carolina at Chapel Hill. John is a Certified Financial Planner™ professional and holds the Chartered Financial Analyst® designation. Additionally, John holds the Accredited Investment Fiduciary™ designation awarded by The Center for Fiduciary Studies.
John teaches finance and economics courses for the evening programs at Waynesburg University and Duquesne University.
Chartered Financial Analyst (CFA®): This designation is offered by the CFA Institute. To obtain the CFA charter, candidates must successfully complete three exams and gain at least three years of qualifying work experience, among other requirements. In passing these exams, candidates demonstrate their competence, integrity and extensive knowledge in accounting, ethical and professional standards, economics, portfolio management and security analysis.
CERTIFIED FINANCIAL PLANNER™ (CFP®): The CERTIFIED FINANCIAL PLANNER™ (CFP®) program is administered by the Certified Financial Planner Board of Standards Inc. Those with the CFP® designation have demonstrated competency in all areas of finance related to financial planning. Candidates complete studies on over 100 topics, including stocks, bonds, taxes, insurance, retirement planning and estate planning. In addition to passing the CFP certification exam, candidates must also complete qualifying work experience and agree to adhere to the CFP Board’s code of ethics and professional responsibility and financial planning standards.
Accredited Investment Fiduciary™: The AIF® credential is awarded by The Center for Fiduciary Studies. To attain the AIF® credential the candidate must meet a point-based threshold based on a combination of education, relevant industry experience and/or professional development. Candidates complete a course that prepares participants to conduct fiduciary assessments on a plan or firms’ conformance to legal and regulatory obligations associated with the fiduciary standard and professional best practices. Additionally, individuals must pass a final certification examination.