CFA Society Orlando

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  • Investors First Podcast - 10.02.25

    By: Allison Roberts 2 months ago

    🎙️ New Episode with Marty Bicknell , CEO & President of Mariner 🎙️ New Episode with Marty Bicknell , CEO & ...

  • Investors First Podcast - 08.07.25

    By: Allison Roberts 2 months ago

    🎧 New episode from CFA Society Orlando:  Matt Orosz , Co-President of  Trinity Family Builders  — hosted by  Steve ...

  • Investors First Podcast - 7.10.25

    By: Allison Roberts 4 months ago

    🎧 New episode of the   Investors First Podcast   featuring Chris Hyzy, CIO of Merrill Lynch & Bank of America Private ...

Upcoming Events


  • Wednesday
    28
    January

    2026 Annual Dinner

    Jan 28, 05:30 PM - 08:30 PM (ET)
    We cordially invite you to attend the 2026 CFA Society Orlando Annual Dinner on January 28. This signature event is a premier opportunity to connect with Orlando’s financial community and gain timely insights into the market landscape. We are honored to welcome Thomas Lee, CFA, Managing Partner and Head of Research at Fundstrat Global Advisors, as our keynote speaker. He will share his perspectives on the economy and financial markets for the year ahead, offering insights that can support your professional outlook in 2026. We hope you will join us for an evening of conversation, connection, and expert analysis that brings value to you and your work in the year ahead. REGISTER. 
    Orlando, FL, United States

Current Members
7 Members
Melissa Adams
community Admin
Ryan Allen
community Admin
Michel Boutros
community Admin
Allison Roberts
community Admin
Chris Scott
community Admin
Irene Tsang
community Admin
Raya Zabalawi
community Admin
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