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.

 Connect with CFA Society Cleveland


2018 WMC Pic 3.jpg Save the Date for the 2018 Wealth Management Confererence

Key Note Speaker

David Rubenstein, The Carlyle Group

•    American financier and philanthropist
•    Co-Founder and Co-Executive of The Carlyle Group
•    Chairman of the Kennedy Center for the Performing Arts, chairman of the Smithsonian Institution, chairman of the Brookings Institution, and President of the Economic Club of Washington, D.C.

2018 WMC Marketing Pic_Page_2.jpgSponsor the Wealth Management Conference

Sponsorships Available for the 2018 Wealth Management Conference, September 21, Hilton Downtown Cleveland
More information Sponsorship Matrix Flyer.pdf

Thanks to the 2018 Sponsors Blackrock, Hartford and

2018 Research Challenge Results

Congratulation to all 9 teams who competed in this years Research Challenge. 
Good luck to John Carroll University as they travel to the national competiton in Boston in March
Top three teams:

      1st Place                     2nd Place                     3rd Place

 JCU 2018 Winning Team Pic.JPG            CSU 2018 pic.JPG           Walsh 2018 pic.JPG

John Carroll University  Cleveland State University     Walsh University

exam images.jpgJan 2018 Candidate Connection.pdf
Congratulations to our Kaplan Study Material Winners
Sharmaine Givens
Sebastian Glinzler

Omololu Owoyele
Aaron Reed
Suzana Vujasin


Three Ways to Study For The Exam 

WMC Picture.jpgCFA Society Cleveland Wealth Management Conference              

Did you miss the conference?  Check out the videos of the presentations. 

Thanks to all our generous sponsors!

2017 Wealth Management Sponsors














 Contact Us

24199 Lyman Blvd. Shaker Heights, Ohio 44122
(C) 216-470-3198
(T) 216-696-8066