Recent News

We’re excited to spotlight  Alex Canellopoulos, CFA , Director of Investments at Vista Capital Partners and a valued member of the CFA Society Portland community! Connect with Alex here: https://www.linkedin.com/in/alex-canellopoulos/   Alex’s interest in finance began in Greece during the economic crisis, sparking a curiosity about markets and decision-making. After coming to the U.S. on an athletic and academic scholarship, he studied finance, launched his career in banking, and later joined Vista Capital Partners in Portland. Today, he focuses on building thoughtful portfolios and guiding clients through market decisions with a ...

Spotlight on Alicia Zhang: Empowering Women in Finance As we continue to celebrate the achievements of our CFA Society members, we are delighted to shine the spotlight on Alicia Zhang, whose dedication to the finance industry and commitment to professional growth are truly inspiring. Alicia has graciously shared her experiences and insights in a Q&A session, which you can read in full here ➡️ https://files.constantcontact.com/11e9683b501/9f065b5f-9c1c-478f-b1ff-64012e886848.pdf Alicia's journey highlights the importance of continuous learning and networking in the investment industry. Her involvement with our CFA Society has not only broadened ...

The CFA Society of Portland is excited to spotlight  Derron  Williams, one of our newest CFA Charterholders, in our Quarterly Member Feature.  Derron 's journey from Jamaica to Portland showcases the global impact of the CFA Program.   Starting with a double major in Accounting and Economics,  Derron 's passion for finance led him through roles at Ernst & Young and Jamaica Money Market Brokers Group, before joining Smarsh in Portland. In this spotlight, he shares insights on his career path, expertise, and the benefits of the CFA charter.   Join us in exploring  Derron 's inspiring story and his advice for aspiring CFA candidates.  ...

We're excited to spotlight one of our esteemed members, Andy Hoyt, CFA. As a past president of the CFA Society Portland, Andy has made significant contributions to our community. In this quarter's member spotlight, we delve into Andy’s inspiring career journey, his expertise in private markets, and his invaluable advice for aspiring investment professionals. Connect with Andy here: https://www.linkedin.com/in/andyhoyt/   Stay tuned for insights on navigating the investment industry, the benefits of the CFA charter, and the importance of giving back to the community here ➡️ ...

Join CFA Society Portland for the Eighteenth Annual Investment Strategy Dinner with Bob Michele, Chief Investment Officer and Head of the Global Fixed Income, Currency & Commodities (GFICC) Troup of J.P. Morgan, on Thursday, April 10, 2025, at the Portland Art Museum. Don’t miss Portland’s premier investment strategy event. More information coming soon!