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.

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 1^st – Open of Registration

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

September 16-27 – Level II Examinations

2019 Research Challenge Winner

John Carroll University

CFA_MWalsh talk_2 19.jpg 2019 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.

Companies

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.

Check out job and internship postings here!

2018 CFA 2pg Report_Cleveland -pic_Page_1.jpg

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.