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A Member of the CFA Society® community

2024 Investing in Your Career for Students

Thanks to all the students, companies and volunteers who made this year's Investing in Your Career a success! 

Human Resources Panel with Moderator Cindy Eng, Chair Public Awareness CFA Cleveland, Donny Ellesin, PNC, University Relations Liaison and Kelly Sumey, Boyd Watterson, Human Resources
CFA Professional Panel with Moderator Maggie O'Donnell, PNC, Institutional Investment Advisor, CFA Candidate, Andres Arsuaga, CFA, Clearstead and Brent Mattis, CFA , CAIA, Cleveland Clinic Foundation

Andres Arsuaga, CFA, Clearstead
Nick Ferguson, Elizabeth Park

Networking Companies
Alliance Bernstein
Clearstead
Cleveland Clinic Foundation
Elizabeth Park
Fairport
Highland Consulting Associates
Key Bank
MAI
Melcap

Ready to connect with the investment community here in Cleveland?  Want to learn about the people, events, projects, and firms that are making a difference?  Want all of that but feel like you don’t have the time?  This is the show for you. 
Welcome to Guardians of Finance.

Learn More Here

2024 Research Challenge

Congratulations to this year's Research Challenge winning team from Walsh University, good luck as you move onto the subregional round!

Thanks to our graders David Gossett, CFA, Roger Klee, CFA and Rich Nash

Thanks to our judges Andrew DeAngelis, CFA, Nick Mitchell, CFA, Mac Muirhead, CFA and Sam Wass, CFA

Walsh University - Winner of the 2024 Research Challenge

Great job to our other two teams from John Carroll University and Kent State University

John Carroll University Research Challenge Team
Kent State University Research Challenge Team

Now Open! Join the CFA Society Cleveland Candidate Discord Group today! Connect with other northeast Ohio candidates

  • ask questions
  • set up study groups
  • share resources
  • find out what's happening at CFA CLE
  • and more!

Join CFA CLE Discord Group Here

Position your firm as an industry leader. Cultivate relationships with key clients. Maximize your exposure in the financial services industry. Become a CFA Society Cleveland corporate sponsor. Chose a sponsorship package that maximizes your return on investment, no matter your budget size. Sponsorship puts your firm in front of an elite audience and aligns you with our society’s mission to promote best practices and the highest ethical standards in the industry. You’re invited to connect with influential investment managers and financial decision-makers throughout Northeast Ohio.
Learn more.

Join CFA Society Cleveland as a Local Member

Did you know you can join CFA Society Cleveland as a Local Member?  You do not need to be a candidate or have the CFA Charter to join as a local member and attend events free!

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New Local Members

New Members -January 2024
Colin King
Justin Kriess
Akhil Medarametla

New Members - Fall 2023
Ashley, Arsena, Local Member, Shaker Investments
Adam D'Amore, Candidate Member, PNC
Lucas Good, Candidate Member, PNC
Max Thomas, Candidate Member, KRI Partners

Upcoming Events


DeFi: Introduction to Blockchain and Cryptocurrency

This course provides a solid foundation for those who wish to gain an understanding of the fast-moving subject of decentralized finance (DeFi) and its impact on the asset management industry. Course content is informative, thought-provoking, and offers a glimpse into the future. This beginner-level course provides an essential introduction to the elements that define DeFi, including what it is, how it works, and the advantages it offers over more traditional centralized finance.

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