ÂÜÀòÂÒÂ×

Caleb Dillard, CFA, currently serves as the Chief Operations Officer and Chief Compliance Officer at Exencial Wealth Advisors. With experience in trading, investment portfolio analysis, and wealth advising, Caleb has a strong background in finance and holds a Bachelor's Degree in Business Administration with a concentration in Finance from East Central University. Caleb also obtained the Chartered Financial Analyst (CFA) designation from the CFA Institute.