CFA Society Orange County

A Member of the CFA Institute Global Network of Societies

 Representative Firm List

Accounting Investment Advisory Investment Management
Deloitte Consulting 401k Advisors Allianz Global Investors
KMPG Abacus Wealth Management BlackRock
RSM McGladrey Al Frank Asset Management Capital Group Companies
Ares Management Euro Pacific Capital
Bank/Trust Ayco Goldman Sachs Asset Mgmt
Bank of America Beacon Pointe Advisors Hotchkis  & Wiley
BNY Mellon Benefit Funding Services Group Invesco
Bank of the West Cadence Capital Management JP Morgan Asset Management
City National Bank Canterbury Consulting KBS Realty Advisors
Commerce West Bank Caywood-Scholl Capital Metropolitan West
Deutsche Bank Charles Fish Investments Nuveen
First American Trust Check Capital Management PAAMCO
Northern Trust Compak Asset Management PIMCO
Wells Fargo Eclectic Associates Research Affiliates
Wilmington Trust Fell Capital Triad Investment Management
Finance 500 Advisory
Broker/Dealers First Foundation Advisors Other
Credit Suisse Green Street Advisors Auto Club of Southern Calif
Merrill Lynch  Highmark Capital Becker Review
Morgan Stanley Hollencrest Securities Cal Poly Pomona University 
Wedbush Morgan Index Fund Advisors CSU – Long Beach
Iwamoto Kong Chapman University 
Corporations Jackson Financial City of Anaheim
Broadcom Knightsbridge OC Treasurer
Int’l Rectifier Laurel Grove UC Irvine
Irvine Company Leisure Capital USC
Mitsubishi Motors Private Management Group
Nissan Rimrock Capital
Roth Capital
Financial Firms Stone Financial
Charles Schwab Strategic Global Advisors
MetLife Tax & Financial Group
Pacific Life Insurance United Capital
State Street WCM
Sungard Wealth Management Network
TD Ameritrade Yosemite Capital 
Thomson Reuters