CFA Society Cleveland

A Member of the CFA Institute Global Network of Societies




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

Thank you to the following sponsors for their support of CFA Society Cleveland:

 Luncheon Sponsors

​Carlyle Global Infrastructure Opportunity Fund
November 8, 2017
Ferris J. Hussein
​Wealth Management Conference
October 17, 2017
Blackrock, Golub, Rivernorth, Vanguard, White Oak Global Advisors
​MFS Luncheon
October 4, 2017
Sean M. Kenney, CFA and Bob Marren
​Tucker Ellis Lunch Luncheon
September 27, 2017
Brian Laliberte
​Northern Trust Luncheon
September 11, 2017
Avantika Saisekar and Chris Fronk
​Ed Saracino, Vanguard Lunch
April 19th 2017
​Charles Anderson, Oppenheimer Lunch
​March 15, 2017
​Marie Dzanis, Northern Trust/Flexshares Event at Great Lakes Brewing Company
March 9, 2017
​Marie Dzanis, Northern Trust/Flexshares Luncheon
​March 9, 2017

​​Terry Simpson, Blackrock, 2017 Forecast Event
February 7th 2017    

Isabel Blunt, State Street Global Advisors, Sponsored by State Street Global Advisors
January 25, 2017
Stuart Sweet, Capitol Analysts Network, Sponsored by First Trust
January 19, 2017
ESG Panel at Cleveland Botanical Gardens, Sponsored by MSCI and Flexshares Northern Trust
November 10, 2016
Nathan Tooft, Sponsored by John Hancock
November 9, 2016
David Lebovitz Luncheon
September 7th, 2016
Tony Crescenzi Luncheon
September 28th, 2016
David Mann Luncheon
April 20, 2016
Mark Carlson, CFA, Northern Trust Happy Hour
April 6, 2016
Peter Chiappinelli, CFA, GMO Luncheon
March 16, 2016
Cocktails, Liquidity, and Fish
February 11, 2016
Chad Cleaver, CFA
Feb. 10, 2016
Annual Forecast Lunch
Andrew Patterson, CFA
Feb. 3, 2016
Women in Leadership Series
Kathleen McQuiggan, PAX World
moderated by Sally Gries, Gries Financial
Jan. 27, 2016
Jim Pearson Luncheon
Jan. 13, 2016
Charter Awards Luncheon
Bobby Lamy, CFA, CFA Institute
Jan. 6, 2016
Heather Ettinger, Fairport Asset Management
with featured host Marie Dzanis, Northern Trust Asset Management
November 18, 2015
Jim Powers, CFA
Water Island Capital
October 14, 2015
Panel Luncheon featuring Chris Hogan, KBCM,
Dan Haynes, The Riverside Company,
John Siemborski, Ernst & Young
and moderated by Sean Ward, Blue Point Capital
September 2, 2015
Tony Rospert, Thompson Hine LLP, Steve Buffo and Jeff Mordaunt,
Stout Risius Ross, Inc., Luncheon
May 6, 2015
Shane Bigelow Luncheon
April 1, 2015
Chris Gannetti Luncheon
March 11, 2015
Oleg Sydyak Luncheon
February 4, 2015
Stewart Kohl Luncheon
January 28, 2015
Russ Koesterich Luncheon
December 17, 2014
Josh Feuerman Luncheon
October 29, 2014
Charter Awards Lunch
Tom Brakke, Speaker
October 22, 2014
Ted Gardner Luncheon
October 1, 2014
Annual Membership Dinner
June 25, 2014
Bob Stein Luncheon
June 4, 2014
John Escario Luncheon
May 14, 2014
Joe Becker Luncheon
Apr. 23, 2014
Joe Miskel Luncheon
Apr. 16, 2014
Elizabeth Allen Luncheon
Apr. 9, 2014
Paul Rogers Luncheon
Mar. 12, 2014
Jeremy Schwartz Luncheon
Mar. 5, 2014
Josh Chisari Luncheon
Feb. 12, 2014
Linda Duessel Luncheon
Jan. 15, 2014
Macroeconomic Forecast Luncheon
Dec. 9, 2013
Rob Arnott Luncheon
Oct. 24, 2013
Donald Straszheim Luncheon
Oct. 16, 2013
William Strauss Luncheon
Oct. 7, 2013
David Mazza Luncheon
Oct. 2, 2013
Simon Derrick and Samarjit Shankar Luncheon
Sept. 18, 2013
Mark Pogharian Luncheon
May 22, 2013
James Rowley Luncheon
May 1, 2013
Craig Blessing Luncheon
Apr. 24, 2013
John Rogers Luncheon
Apr. 17, 2013
John Hofmeister Luncheon
Apr. 10, 2013
Sandra Pianalto Luncheon
Mar. 27, 2013
Sovran Self Storage Luncheon
Mar. 20, 2013
Chris Piros Luncheon
Feb. 6, 2013
Ken Mayland & James Meil Luncheon
Jan. 29, 2013
Heidi Richardson Luncheon
Jan. 23, 2013
Stephen Malinak Luncheon
Jan. 16, 2013
Charter Awards Dinner
Nov. 14, 2012





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 Event Videos

​To view videos from some of our events, please click here.

Investing in Your Career 

February 22, 2019

11:30 a.m. – 4:00 p.m.

Holiday Inn Rockside Rd, Independence


Join us for an afternoon of career development and networking with local employers from varying backgrounds within the financial industry. This is a unique opportunity for students from local universities to inquire about professional development, guidance on success in the industry and to better determine future career paths.

In addition to employer access, we will also have a guest speakers Molly Walsh and Jo Burns with expertise in professional development. We encourage those students in their junior or senior year, and graduate students, to attend. This event is open to all business majors!




Arum Wealth

Beese Fulmer Private Wealth Management

Clearstead Advisors

Cleveland Clinic

Fairport Asset Management

Federal Reserve Bank of Cleveland
Fifth Third Bank
Foundry Partners

Longbow Research

MAI Capital Management



University Hospital

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11:30 a.m.

Registration opens (remains open all day)

12:15 p.m. 
From Startup to Success: Managing Your Career Like a Business Gain relevant insight on how to effectively build your personal brand and network. Session Presenters: Molly Walsh, Executive Coach, Owner and Principal at STANDOUT Consulting, LLC and Jo Burns of See Your Words

1:15 p.m. 
Employer Roundtable Discussions and Networking Students have the opportunity to meet with members from each firm to discuss career development, receive guidance on the industry and network. We encourage participants to use what they’ve learned from the lunch speaker to engage with the employers.

3:00 p.m. 
The CFA Charter and Program Explained For students and non-CFA Charterholders interested in learning more about the CFA Program Session Presenter: Tom Jalics, CFA, Director of Asset Allocation Fifth Third Private Bank Tom will provide an overview of the CFA Program and the value of the local CFA Chapter

3:30 p.m.
Research Challenge Winners Announced


Molly Walsh, Owner and Principal of STANDOUT Consulting, is a certified executive coach and leadership consultant who helps individuals align what they do with who they are. STANDOUT Consulting specializes in career transitions, executive and career coaching, and individual leadership development

Jo Byrne, of See Your Words, captures large scale, realtime, visual notes during meetings, keynotes and presentations. These visual maps help people process information, generate new i deas and remember content. Jo has graphic recorded for many companies and organizations including NASA, Nestle, and the Cleveland Clinic.  You can learn more about her at

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2018 CFA Society Cleveland Compensation Report

2018 CFA Society Cleveland Compensation Report-Ohio 
2018 CFA Society Cleveland Compensation  Report-Summary

Thanks to all those who filled out the survey last Spring. CFA Society Cleveland is the premier local resource for CFA charterholders, CFA exam candidates, and other investment professionals in our community. This includes a commitment to share insights that assist our members in developing their careers and achieving their professional goals.   The report is presented in two forms.  As a detailed Ohio report including data from Cleveland, Cincinatti and Dayton, and a two page summary with results specific to CFA Society Cleveland.  

Why Choose a CFA® Charterholder to Manage Your Wealth?


Think about it. You would never work with a doctor who did not have the proven intellectual capability to make an accurate diagnosis. Similarly, you would probably not work with someone who lacked the emotional intelligence to understand the thoughts and feelings which could affect you during your treatment. Why should managing your wealth be any different than managing your health? Selecting a wealth adviser is not a decision to be taken lightly. Wealth is complex, all-encompassing and touches all facets of life—from family to career, hopes to fears, and goals to needs.

Why Hire?

Demand the best for your portfolio. Ask a CFA charterholder to manage it.

Why Hire a CFA Charterholder to Manage Your Wealth?

Read more (PDF)

Find a CFA Charterholder

Our directory can help you verify an individual’s CFA charterholder status, find a member's contact information, or locate a financial adviser.

Find a CFA Charterholder

Job Postings

Check out job and internship postings here!

 Connect with CFA Society Cleveland