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The Source for Financial Information in Cleveland

Welcome to CFA Society Cleveland

The mission of CFA Society Cleveland is to promote professional development, ethics and awareness through outreach to and engagement with the financial community.

2021 CFA Society Cleveland Board

CFA Society Cleveland presents the 2021 board members.  Board members will serve July 1, 2020 to June 30, 2021.

4th Annual Wealth Management Conference

Dr. Kelly J.P. Morgan

Heather Brilliant, CFA, Diamond Hill Capital Management and Aaron Filbeck, CFA, CAIA, CIPM


Our Sponsors

Our distinguished financial supporters this year provide support for our outreach efforts.