Bethany M. Muensterman, CFA®VICE PRESIDENT
Bethany’s personality and passion for assisting others led her to Payne Wealth Partners, now United Capital Evansville, in 2010. Bethany thrives in her position as a result of her energy and enthusiasm for building strong relationships with clients and taking on new responsibilities. As a Senior Wealth Manager, she combines her skill in research analytics with her passion for helping others to design investment portfolios that fit each client’s individual financial life goals.
When Bethany was an undergraduate at Ball State University, she worked on an honor’s research fellowship and a senior thesis project that instilled in her a skill and passion for research and analysis in the financial world. Not long after graduating summa cum laude with a Bachelor of Arts degree in finance in 2010, Bethany started at Payne Wealth Partners and has earned through the years her position of Chief Investment Officer.
In the summer of 2015, Bethany earned the prestigious Chartered Financial Analyst (CFA) designation. This designation, one of the most respected and recognized investment credential in the world, represents a tradition of upholding high standards of education and integrity in the investment profession. The charter is recognized globally by employers, investment professionals and investors as a definitive standard by which to measure the competence, integrity and dedication of serious investment professionals.
Recipients of the CFA charter have successfully completed the CFA Program, a graduate-level, self-study curriculum and a series of three intensive examinations taken sequentially, which, in total, takes most candidates between two and five years. Candidate surveys report that preparation for the three exams typically requires at least 900 combined hours of study.
Bethany leads the investment-specific research, developing the firm’s asset allocation strategies and placing trades in clients’ portfolios. However, Bethany will tell you it’s a true team effort. At Payne Wealth Partners, the Business Development, Investment Management, Wealth Planning and Client Services divisions all work hand-in-hand for each client, and Bethany fits right in. “Coming from a big family has helped me understand the team concept; how each team member’s role fits together to get from Point A to Point B,” said Bethany, an Evansville native. But even with all that she has accomplished, Bethany makes time for an active life with her husband, Nick, and her small dog, Thor. She enjoys a variety of outdoor hobbies including running, kayaking, sky diving–“anything that gets me outdoors on a sunny day” – as well as traveling as much as she can. Some of her favorite recent adventures include living in Manhattan, running a half marathon on the Wall of China, exploring Hawaiian culture with Nick, and backpacking through Thailand, Vietnam, and Hong Kong with her younger sister, Emmalee.