SCAM ALERT

Please be aware that someone is impersonating CFA Society Cleveland with job opportunities. We are a non-profit organization and DO NOT HIRE. If they reach out please do not respond, it is a scam.

2026 Research Challenge 

Congratulations to our 2026 Winner John Carroll University

Thanks to all the team who competed this year: Baldwin Wallace University, John Carroll University, Kent State University and Walsh University.  Thanks to our graders Roger Klee, CFA and David Gossett, CFA and our judges Andrew DeAngelis, CFA, Mac Muirhead, CFA and Sam Wass, CFA 

Baldwin Wallace University

Kent State University
Walsh University

Now Open! Join the CFA Society Cleveland Candidate Discord Group today! Connect with other northeast Ohio candidates

• ask questions
• set up study groups
• share resources
• find out what's happening at CFA CLE
• and more!

Join CFA CLE Discord Group Here

2026 Harry W. Millis Golf Outing Sponsorship Now Open- Golfer registration will open in April
June 8, Canterbury Golf Club
Thanks to all our returning sponsors

Interested in sponsoring?  Email Cindy at [email protected]

Available Sponsorships
 1 Available - Lunch $2500 Includes Foursome
1 Available - Contest $2500 Includes Foursome
11 Available - Hole $600 Does NOT include Foursome but can be added for $1000 for a total of $1600

CFA Society Cleveland Mentor Program

Who: Members of CFA Society Cleveland and CFA Institute

Mentees: Early to mid career including CFA Candidates

Mentors: Mid to late career

What: The Mentorship Program is intended to provide a formal structure for CFA Society Cleveland members to develop constructive and beneficial mentor-mentee relationships and to foster connections across the Society’s membership base that may not have been formed otherwise. The goal of the Program is to serve as a foundation for forging new relationships that will continue after its conclusion.

When: April 2026 to September 2026

Where: Kickoff meeting will be April 16th, 12pm at The Union Club
Monthly meetings can be in person or virtual

How: Fill out the Mentor Program survey by March 15th

Mentor Survey Link
Mentee Survey Link

Mentorship Program FAQ

Mentorship Program Guidebook

Who do I contact with questions about this program?

You can contact Andrew DeAngelis, Career Services Chair, by email at 

[email protected]

2025 New Charterholders - thanks to the new charterholders who attending our annual charter awards ceremony

Sam Chaffee, CFA, Nick Evans, CFA, Tianyu Liu, CFA, Ron Quaranta CFA, Gino Rosson, CFA and Ian Rycenga, CFA

CFA Society Cleveland is excited to announce our 2026 Asset Manager Partners, Local Partner and University Partners!  Thanks for the support of CFA CLE

Position your firm as an industry leader. Cultivate relationships with key clients. Maximize your exposure in the financial services industry. Become a CFA Society Cleveland corporate sponsor. Chose a sponsorship package that maximizes your return on investment, no matter your budget size. Sponsorship puts your firm in front of an elite audience and aligns you with our society’s mission to promote best practices and the highest ethical standards in the industry. You’re invited to connect with influential investment managers and financial decision-makers throughout Northeast Ohio.
Learn more.

University Connections Newsletter

Latest Weekly Update Email

Job Postings Link

Learn More Here

Not a CFA CLE Member? Join today! You must be a CFA CLE member to participate in the Mentorship Program, Apply For Membership Here

Join CFA Cleveland today, yearly dues:

Local Member $150

Candidate Member $125

Student Member $50

Apply For Membership Here

Join CFA Society Cleveland as a Local Member

Did you know you can join CFA Society Cleveland as a Local Member?  You do not need to be a candidate or have the CFA Charter to join as a local member and attend events free!

Learn More
Apply For Membership