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​​​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.

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Sponsorships Available! 

CFA Cleveland WM-Conference Info v2.pdf

CFA Charterholders Eligible for Stackable CAIA Program

The CAIA Association and CFA Institute are engaged in the shared mission of excellence in investment education.  The CAIA Stackable Credential program allows CFA Chaterholders in good standing to waive passage of Level I of the CAIA exam and immediately begin preparing for Level II.  Upon successfully passing the Level II exam and joining the CAIA Association, the candidate will earn the prestigious CAIA Charter, a mark of distinction in the fast-growing and highly competitive alternative investment industry.


Eligibility for the CAIA Stackable Credential Program

The minimum criteria for eligibility in the pilot program are as follows. Applicants:

  • Must have no existing CAIA exam history, (examples of exam history include those who have registered for or passed/failed the Level I or Level II exam)
  • Must be a CFA charterholder, in good standing, and
  • Must have a digital badge, verifiable by CAIA Association.


Important Dates

April 1st – Open of Registration

April 1st – May 13 – Early registration $100 discount available

September 16-27 – Level II Examinations

2019 Research Challenge Winner

John Carroll University

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CFA_MWalsh talk_2 19.jpg2019 Investing in Your Career

Thanks to all of the 100+ students and 11 employers who attended the 2019 Investing in Your Career.  Thanks to Molly Walsh, STANDOUT Consulting and Jo Byrne, See Your Words,  for their amazing presentation.



Ancora                                                                             Federal Reserve Bank of Cleveland
Arum Wealth                                                                   Foundry Partners

Beese Fulmer Private Wealth Management              MAI Capital Management

Clearstead Advisors                                                     Parkwood

Cleveland Clinic                                                            PNC

Fairport Asset Management                                        PolyOne



Kaplan Schweser University Program - Incorporate the CFA® Program into your Class Curriculum

Are you interested in incorporating the CFA® Program into your class curriculum? Kaplan Schweser will partner with you and your university to provide tailored course options that give your students a competitive edge when preparing for the CFA® exam. By partnering with Schweser, you receive:

  • Instructor resources
  • Discounted student learning materials
  • Consultative assistance to build your program
  • Marketing support to increase awareness on-campus

Learn more about integrating the CFA® Program into your curriculum and access a free Educator’s Guide here.

icon_job_posting.jpgCheck out job and internship postings here!

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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