Society News

  • Investors First Podcast - 10.02.25

    02 Oct, 2025 07:00 AM
    Blog Entry

    🎙️ New Episode with Marty Bicknell , CEO & President of Mariner 🎙️ New Episode with Marty Bicknell , CEO & President of Mariner Hosted by  Steve Curley, CFA, CFP® , and Chris Cannon, CFA , this conversation dives into Marty’s journey building one of the largest wealth management firms in the country and the ...read more

  • Investors First Podcast - 08.07.25

    01 Oct, 2025 09:30 AM
    Blog Entry

    🎧 New episode from CFA Society Orlando:  Matt Orosz , Co-President of  Trinity Family Builders  — hosted by  Steve Curley, CFA, CFP®  &  Jeff Goll, CFA . We discuss: Matt’s curiosity, passion for homebuilding, & background in the industrial side of CRE Public vs. private homebuilders ...read more

  • Investors First Podcast - 7.10.25

    10 Jul, 2025 07:22 AM
    Blog Entry

    🎧 New episode of the   Investors First Podcast   featuring Chris Hyzy, CIO of Merrill Lynch & Bank of America Private Bank — hosted by Steve Curley, CFA, CFP & Steven Rogers, CFA. We cover: Chris’s competitive roots as an athlete & coach His investment process as CIO Why he values the CFA designation ...read more

  • Investors First Podcast - 6.05.25

    05 Jun, 2025 05:35 PM
    Blog Entry

    New episode w/ Alejandra Grindal , Chief Economist at Ned Davis Research , hosted by Steve Curley, CFA, CFP® & Christina Shaffer, CFA . We discuss: *Alejandra’s early days as Professor Grindal *All things tariff related *Her take on current economic data (Alejandra/NDR ...read more

  • Investors First Podcast - 4.10.25

    10 Apr, 2025 09:28 AM
    Blog Entry

    New episode w/ Michael Thrasher , Founder of Modus News , hosted by Steve Curley, CFA, CFP® & Chris Cannon, CFA . *Structure, benefits, & when (and what amount of assets) it makes sense to form a family office *The mystique surrounding them *The rapid growth of family offices ...read more

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We will be continuing to featuring CFA Society Orlando Members on our social media platforms. The goal of these member-centric posts is to recognize member accomplishments across all career stages, to highlight the diversity of our membership, and to help members feel more connected by learning more about each other. Please update us on promotions, job changes, board appointments, news features or any other accomplishments. To submit, send details and a high-resolution color photo to [email protected].