Latest News

We would like to extend a heartfelt thank you to all of our attendees from today's SWFL WIM luncheon at Seasons 52 in Naples. It was truly a pleasure to have Monique M. Chism Ph.D as our guest speaker, and we were captivated by every word! We greatly appreciate Dr. Chism for sharing insight on her role at the Smithsonian Institution ...read more

We wish to express our sincerest gratitude to all of our CFA members and sponsors who made the 2024 Annual Forecast Dinner at Arthrex an unforgettable night! Guest speakers Meghan Shue and Thomas (Tom) Lee were incredible, and we owe a special thanks to Tyler Hardt for moderating the event flawlessly.  It was a true honor to ...read more

MEET OUR LOCAL STUDENTS It’s time for our Florida Gulf Coast University Student Spotlight! Our goal is to highlight young women who are ready to make a career in Investment Management. This month's spotlight is  Claire Barghahn . Claire was a double major in Accounting and Finance, with a concentration in Financial Analysis ...read more

We would like to extend our sincere appreciation to Parissa Behnia for her empowering presentation at our most recent event. The luncheon, moderated by SWFL WIM committee member Ana Munro, CFP®, was a great success and we are grateful to all who attended. Parissa's insights and expertise were invaluable, and we hope that all ...read more

MEET OUR LOCAL STUDENTS It’s time for our Florida Gulf Coast University Student Spotlight! Our goal is to highlight young women who are ready to make a career in finance. This month's spotlight is on Josie Hoberman , who is double majoring in Financial Analysis & Management and International Business Management. She ...read more