Cydney Nash, CFP® earns her CIMA®
We’re proud to now have six CIMA® professionals on our team, enhancing our ability to deliver top-tier wealth management solutions.
We’re thrilled to share exciting news from our team at Rhame & Gorrell Wealth Management! Cydney Nash, CFP®, CIMA®, one of our dedicated Wealth Managers, has officially earned her Certified Investment Management Analyst® (CIMA®) certification. Cydney’s achievement represents a significant milestone, and we are immensely proud of her dedication and hard work. This makes Cydney one of the six CIMA® professionals at our firm, further enhancing our ability to deliver advanced financial strategies to our clients.
Who Is Cydney Nash?
Cydney is an integral part of our team, known for her commitment to guiding high-net-worth individuals and families through complex financial landscapes. Her expertise spans nearly a decade, and she brings a wealth of experience from her time working with another RIA firm in The Woodlands. During her career, in addition to being an exceptional wealth manager for her clients, she has also played a key role on the Investment Committee, managing dynamic portfolios and asset allocations.
Before her wealth management career, Cydney worked as a cost controller for a multinational corporation in the Oil and Gas industry. She holds a Bachelor’s Honors Degree in Accounting and Finance from the University of Bradford, where she graduated with First Class Honors and earned an Outstanding Academic Achievement Award. Cydney’s global experience includes time with a Big 4 Accounting Firm, which broadened her understanding of financial challenges and opportunities. She has also passed Level 1 of the Chartered Financial Analyst® (CFA®) exam and holds a Series 65 license, making her a registered Investment Advisor Representative. When she’s not at work, Cydney enjoys the great outdoors with her husband, Corey, and their two dogs, Cash and Cooper.
What Is CIMA® and How Does It Benefit Our Clients?
The CIMA® certification is one of the most prestigious designations in the financial services industry, offering deep insights into advanced investment strategies, portfolio construction, risk management, and more. Achieving this certification means that professionals, like Cydney, have gone beyond investment basics to master sophisticated strategies designed to meet the needs of today’s investors. This includes an understanding of the complexities of fixed income markets, equity return expectations, and behavioral finance, allowing them to offer the high-caliber advice that our clients—particularly high-net-worth and ultra-high-net-worth individuals—rely on.
The CIMA® certification integrates practical knowledge with investment theory, equipping advisors to differentiate themselves through advanced portfolio construction and accounting strategies. CIMA® professionals often report higher earnings and manage larger client accounts, underscoring the added value they bring to the table.
Yale School of Management: A World-Class Institution
Cydney’s completion of the CIMA® education program at the prestigious Yale School of Management is another testament to her commitment to excellence. Yale is recognized globally for its innovative approach to business education, and its Investment Management Theory and Practice program provides a rigorous and comprehensive path to earning the CIMA® certification. This program is designed for professionals who want to deepen their understanding of investment management while benefiting from the convenience of a fully online course.
Yale’s executive education is built on a foundation of world-class faculty and thought leaders, combining real-world insights with academic expertise. For CIMA® candidates, this means not only gaining a deeper knowledge of finance and investment management but also positioning themselves at the forefront of the industry.
At Rhame & Gorrell Wealth Management, we are proud to have professionals like Cydney, whose dedication to continuous learning ensures our clients receive sophisticated, customized advice from a team with a wealth of expertise. Congratulations again to Cydney on this tremendous achievement!
Need Some Help?
If you’d like some help from one of our CPAs or CERTIFIED FINANCIAL PLANNER (CFP®) advisors regarding this strategy and how it applies to you, the Rhame & Gorrell Wealth Management team is here to help.
Our experienced Wealth Managers facilitate our entire suite of services including financial planning, investment management, tax optimization, estate planning, and more to our valued clients.
Feel free to contact us at (832) 789-1100, [email protected], or click the button below to schedule your complimentary consultation today.
IMPORTANT DISCLOSURES: Rhame & Gorrell Wealth Management, LLC (“RGWM”) is an SEC registered investment adviser with its principal place of business in the State of Texas. Registration as an investment adviser is not an endorsement by securities regulators and does not imply that RGWM has attained a certain level of skill, training, or ability. This material has been prepared for informational purposes only and should not be construed as personalized investment advice. Past performance may not be indicative of future results and does not guarantee future positive returns. For additional information about RGWM, including fees and services, send for our Firm Disclosure Brochures as set forth on Form ADV Part 2A and Part 3 by contacting the Firm directly. You can also access our Firm Brochures at www.adviserinfo.sec.gov. Please read the disclosure brochures carefully before you invest or send money.
