CFP®, CFA, AIF®
Victoria is the CEO and investment manager for McDaniel Knutson. She has been an advisor since 2005 and works with a wide array of high net worth clients. An Accredited Investment Fiduciary® (AIF®), and a Certified Financial Planner® (CFP®), she is also a Chartered Financial Analyst (CFA) Charterholder. The CFA Institute serves to lead the investment profession globally by promoting the highest standards of ethics, education, and professional excellence.
Along with serving her clients, she leads our Investment Committee to plot our approach to asset management. She also performs stock market analysis for investment strategies and is in charge of the securities trading component of our company.
In 2018, Victoria was recognized by The Investment News as a 40 under 40 honoree. The 40 Under 40 project is designed to reveal top young professionals who do remarkable work in the financial industry. To be considered, she met their four criteria of accomplishment, contribution, leadership, and promise. Since that time, she has been quoted in the Wall Street Journal, New York Times, Forbes, Associated Press, ABC News, and many other major publications. Victoria is a member of the Forbes Finance Council.
Kara Gourley is Victoria’s executive assistant.
*40 under 40 disclosure: InvestmentNews’ 40 Under 40 project aims to reveal the tremendous potential in the financial advice industry by finding often unrecognized young talent doing remarkable things. The winners were chosen from a pool of almost 1,000 nominees by a panel of reporters, editors and other representatives of InvestmentNews, to make a list of 40 talented individuals. Nominations are accepted for professionals from all sides of the financial advisory industry, including registered investment advisers, registered representatives, financial planners, brokers, insurance agents, certified public accountants, bank trust officers, firm executives and those working for industry organizations. InvestmentNews determines nominees’ eligibility for the 40 Under 40 list based on the following criteria: accomplishment to date, contribution to the industry, leadership and promise. No fees are paid, participation is free. Listing in this publication is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.