Asset ClassAltruism for Ethics and the Advancement of Financial Analysis
Value of InvestmentDues: $150 per year for CFA members, $100 for CFA candidates, and $175 for non-CFA Institute members.
To obtain final approval from the CFA Institute to form a society the FASPR will provide members a forum for financial industry practitioners in Puerto Rico and the Caribbean hosting receptions with guest speakers on of topics of interest ranging from ethics, financial regulation, capital markets, and financial analysis. As a specific requirement toward achieving CFA Society status FASPR will host an Ethics Challenge a competition between university-sponsored teams that analyze a case which contains a variety of ethical dilemmas.
The CFA Institute Member Consent Form is available in the data room after applying for Membership on this site.
Once the feasibility of the proposed society is determined, it takes approximately one to three years to engage, develop, and approve it.
Joe Gladue, CFA, is the Chief Financial Officer of Bluestone Capital Advisors and a Portfolio Manager of the Adviser and has served as the Treasurer and a Portfolio Manager of the Fund, since 2019. Mr. Gladue serves as the Director of Research for Alden Investment Group, a broker dealer. Mr. Gladue previously served as Vice President of Corporate Development for BofI Federal Bank. He also served as an Analyst for B. Riley & Co., LLC and Cohen & Company Securities, LLC. Mr. Gladue earned a Master of Science in finance at Loyola University in Maryland and a Bachelor of Arts in economics at the University of Notre Dame. Mr. Gladue has also earned the Chartered Financial Analyst (CFA) and the Professional Risk Manager (PRM) designations and holds the series, 7, 24, 63, 86 and 87 licenses.
Paul Carey, CFA, is Co-Founder and Managing Director of Celeres Capital Advisors an Institutional RIA in San Juan. From 2002 thru 2015, and just prior to his move to Puerto Rico, Paul was a Partner at Fountain Capital Management, an Institutional Asset Management firm with $2.5 billion in AUM. He was a member of the Investment Committee, the Management Committee and functioned as a Portfolio Manager and Investment Analyst. Fountain Capital specialized in investments in the High Yield Corporate Bond and Leveraged Loan markets. Fountain was sold to a joint venture partner in 2015. Paul’s prior work experience includes Sprint Corporation in Corporate Development/Corporate Finance evaluating M&A transactions, and Equity Research at the investment bank George K. Baum & Company. Paul has his MBA in Finance and Economics from DePaul University in Chicago and earned the right to use the CFA designation in 2005. He has lived and worked in Puerto Rico since January of 2016.
Stephen Inglis, CFA, is an investment banking pioneer in digital securities and currently the CEO of Inportal, a San Juan based merchant bank. Prior to coming to Puerto Rico Stephen spent thirty years on Wall Street serving in senior roles at Morgan Stanley, Robert Fleming-JP Morgan, Head of Investment Banking for WestLB Pacific in Tokyo, and as CEO of Enclave Capital where the firm was active with the New York Society hosting events and educational seminars on emerging and frontier markets.
Stephen is a Chartered Financial Analyst (CFA), holds a Master’s in Economics from the University of British Columbia, and was a PhD candidate in Economics at Carleton University.