CFA Society Naples

A Member of the CFA Institute Global Network of Societies

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  JONES CFA Society Naples, a nonprofit organization that brings together professionals in finance including wealth managers, financial advisers and analysts who adhere to ethical and professional standards within the investment industry, offers $1,000 academic scholarships to deserving university students who are studying finance.

Recipients must be undergraduate finance majors or graduate students in an MBA program with a declared finance concentration. They must have an overall GPA or at least 3.0 and must have at least one more semester remaining prior to graduation.

The application deadline is Friday, Sept. 29, via email to Travis Jones, Ph.D., a professor of finance at Florida Gulf Coast University and a member of the board of CFA Society Naples, at tljones@fgcu.edu.

Applicants must submit a 500- to 1,000-word essay describing why they deserve the scholarship, how it fits into their major, their plans for the future and goals for obtaining a CFA charter.

“The CFA Society is proud to offer scholarships to promote ethical standards and professional excellence in the investment-management industry,” says Mr. Jones, who will serve on a CFA Society Naples committee that will conduct applicant interviews in October and select the recipients.

Approximately 130 financial professionals in Southwest Florida belong to CFA Society Naples, a member of the global CFA Institute. The executive committee for 2017-18 consists of Loren McDougall of Wasmer, Schroeder & Co., president; Jack Clark, CFA, CFP, The Colony Group, vice president; Richard Smith, CFA, treasurer; and Omar Bhangia, PNC Wealth Management, secretary.

CFA Society Naples sponsors monthly lunches with finance experts and hosts an annual forecast dinner. The society also encourages professional development through the Chartered Financial Analyst program. For more information about membership and to register for events, visit www.cfasociety.org/naples.

 

 

 

CHARITABLE NOTES

CFA Society Naples offers scholarships

CFA Society Naples is offering $1,000 academic scholarships to deserving university students who are studying finance. Applicants must submit a 500- to 1,000-word essay describing why they deserve the scholarship, how it fits into their major, plans for the future and goals for obtaining a CFA charter. The deadline to apply is Sept. 29 via email to Dr. Jones at tljones@fgcu.edu.

 

 

Finance Organization Names New Board

NAPLES, Fla. (June 1, 2017) — CFA Society Naples, the leading association of finance professionals in Southwest Florida, has elected a board of directors for the 2017-2018 year.

The board of directors of CFA Society Naples are:

Incoming President: Loren McDougall, Senior Credit Analyst, Wasmer, Schroeder & Company;
Vice President: Jack Clark, CFA, CFP, Financial Counselor, The Colony Group;
Treasurer: Richard Smith, CFA, Retired;
Secretary: Omar Bhangia, Investment Advisor, PNC Wealth Management
Immediate Past President: Chris Squittieri, CFA, CFP, Senior Investment Advisor, PNC Wealth Management;
Andy Hill, CFA, President and Co-Founder, Andrew Hill Investment Advisors, Inc.;
Scott Rosenblum, CFA, Portfolio Manager, Chatham Financial;
Jack Brown, CFA, Chief Investment Officer, Aviance Capital Partners;
Travis Jones, PhD, Professor of Finance, Florida Gulf Coast University;
Niki Whelan, MSF, Investment Analyst, Naples Global Advisors, LLC;
Serge Ecityan, CFA, Vice President, Private Wealth Advisor Director, BMO Private Bank;
Wayne Elmore, Business Development Associate, Wasmer, Schroeder & Company
Jean Gruss, Principal, Gruss Communications

Approximately 130 financial professionals in Southwest Florida belong to CFA Society Naples, a nonprofit organization which is a local member of the global CFA Institute. The institute is a worldwide organization made up of more than 148,000 investment professionals that champions ethical behavior in investment markets and is a respected source of knowledge in the global financial community.

CFA Society Naples sponsors monthly lunches with finance experts and hosts the annual forecast dinner, one of the most widely anticipated events in Naples as investors seek professional insights into the outlook for financial markets. The organization also encourages professional development through the Chartered Financial Analyst program. For more information about membership and to register for events, visit cfasociety.org/naples.

About CFA Society Naples
CFA Society Naples is a nonprofit organization that brings together professionals in finance including wealth managers, financial advisers and analysts who adhere to ethical and professional standards within the investment industry. The organization encourages professional development through the Chartered Financial Analyst program and hosts regular gatherings to exchange information and ideas. The CFA Society Naples is a member of the global CFA Institute. For more information, visit cfasociety.org/naples.

 

 


 

 
​​​​​​2016 Financial Compensation Survey.pdf​​​​​​​​​​​​​​​​​​​​​