CFA Society Oklahoma

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Blog

  • Congratulations to University of Oklahoma - CFA Research Challenge Winners!

    By: sydney willis one month ago

    CFA Institute Research Challenge – Oklahoma Local Competition Congratulations to the winning team from the University of Oklahoma! ...

  • Unlock Premium CFA® & FRM® Exam Prep

    By: sydney willis 2 months ago

    Unlock Premium CFA® & FRM® Exam Prep CFA Society Oklahoma has partnered with CeriFi, a trusted leader in financial education. ...

Upcoming Events


  • Thursday
    23
    April

    CFA Society of Oklahoma Annual Dinner

    Apr 23, 05:30 PM - 08:00 PM (CT)
    CFA Society Oklahoma invites you to our 2026 Annual Dinner — the premier gathering of investment professionals, business leaders, and academics from across the state. This distinguished evening will feature Keynote Speaker Ben Carlson, CFA , Director of Institutional Asset Management at Ritholtz Wealth Management. Ben advises institutions and high-net-worth investors on portfolio strategy and is the author of four investing books, creator of the popular blog A Wealth of Common Sense , and co-host of the widely followed Animal Spirits podcast. Known for his clear, practical approach, Ben brings thoughtful insights on markets, investor behavior, and building long-term wealth. Join us for an evening of connection, conversation, and celebration with peers shaping Oklahoma’s investment community.
    Tulsa, OK, United States

Current Members
8 Members
Melissa Adams
community Admin
Ryan Allen
community Admin
Michel Boutros
community Admin
James Lockwood Savage
community Admin
Chris Scott
community Admin
Irene Tsang
community Admin
sydney willis
community Admin
Raya Zabalawi
community Admin
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