Financial Plan Competition
Financial plan competition guidelines and submission date
Blank Registration Form
Sample Financial Plan #1
Sample Financial Plan #2
Sample Financial Plan #3
CFA Society Pittsburgh Collegiate Personal Financial Plan Competition: 2019We congratulate the Top Eleven plans PlaceNameSchool1stRob KunstGrove City College2ndNatalie MarcuzziRobert Morris University3rdAnna SwegerGrove City College4thValentine OliechCalifornia University of Pennsylvania5thKyle TaylorShippensburg University6thJames RoopShippensburg University7thLogan ReedClarion University8thBrian GilroyMessiah College9thJulia BarnettUniversity of Pittsburgh10thKwame EdwardsIndiana University of Pennsylvania11thBrittany JacksonThiel College CFA Society Pittsburgh Collegiate Personal Financial Plan Competition: 2018We congratulate the Top Ten plans PlaceNameSchool1stOlivia HilalUniversity of Pittsburgh2ndDavid YesilonisUniversity of Pittsburgh3rdOlutomiwa AiyegbusiUniversity of Pittsburgh4thNicholas McClureGrove City College5thChelsea PaddockClarion University6thKayla VanHoltenClarion University7thBre LentGrove City College8thMatthew SmithUniversity of Pittsburgh9thAlec GambleThiel College10thGabrielle SliwinksiRobert Morris UniversityCFA Society Pittsburgh Collegiate Personal Financial Plan Competition: 2017We congratulate the Top Ten plans PlaceNameSchool 1stJason PettnerPenn State Behrend2ndEvan TurmanUniversity of Pittsburgh3rdEric VanceUniversity of Pittsburgh4thMaggie FeltmanUniversity of Pittsburgh5thJohn ArcuriWestminster College6thBen LacomisUniversity of Pittsburgh7thCourtney HunsbergerClarion University8thJames RileyWestminster College9th Zach LierleyUniversity of Pittsburgh10th Zachary HerbsterUniversity of Pennsylvania CFA Society Pittsburgh Collegiate Personal Financial Plan Competition: 2016We congratulate the Top Ten plans Place Name School 1st Kritika Kulkarni University of Pittsburgh 2nd Joe Gordon University of Pittsburgh 3rd Ben Lacomis University of Pittsburgh 4th Conor Connelly Marquette University 5th Sierra Welsh University of Pittsburgh 6th Jason Pettner Penn State Behrend 7th Stephanie Russell Clarion University 8th - TIE Emily Neuherz Allegheny College 8th - TIE Rebecca Heitlinger University of Pittsburgh 10th Sarah Bannerman Carnegie Mellon University CFA Society Pittsburgh Collegiate Personal Financial Plan Competition: 2015 We congratulate the Top Ten plans Place Name School 1st Shuqi Xiao University of Pittsburgh 2nd Alysa Farabaugh Robert Morris University 3rd Bradley Prosper Penn State Behrend 4th Bill Zahos University of Pittsburgh 5th Josiah Roop Pennylvania State University 6th Michael Sundberg Penn State Behrend 7th Sean O'Keefe University of Pittsburgh 8th Daniel Ginsberg University of Pittsburgh 9th Carly Rodriguez University of Pittsburgh 10th Jacob Grove Harrisburg University
We congratulate the Top Eleven plans
Place
Name
School
1st
Rob Kunst
Grove City College
2nd
Natalie Marcuzzi
Robert Morris University
3rd
Anna Sweger
4th
Valentine Oliech
California University of Pennsylvania
5th
Kyle Taylor
Shippensburg University
6th
James Roop
7th
Logan Reed
Clarion University
8th
Brian Gilroy
Messiah College
9th
Julia Barnett
University of Pittsburgh
10th
Kwame Edwards
Indiana University of Pennsylvania
11th
Brittany Jackson
Thiel College
We congratulate the Top Ten plans
Olivia Hilal
David Yesilonis
Olutomiwa Aiyegbusi
Nicholas McClure
Chelsea Paddock
Clarion University
Kayla VanHolten
Bre Lent
Matthew Smith
Alec Gamble
Thiel College
Gabrielle Sliwinksi
Jason Pettner
Penn State Behrend
Evan Turman
Eric Vance
Maggie Feltman
John Arcuri
Westminster College
Ben Lacomis
Courtney Hunsberger
James Riley
Zach Lierley
Zachary Herbster
University of Pennsylvania
CFA Society Pittsburgh Collegiate Personal Financial Plan Competition: 2016
We congratulate the Top Ten plans
Place
Kritika Kulkarni
Joe Gordon
Conor Connelly
Marquette University
Sierra Welsh
Stephanie Russell
8th - TIE
Emily Neuherz
Allegheny College
Rebecca Heitlinger
Sarah Bannerman
Carnegie Mellon University
CFA Society Pittsburgh Collegiate Personal Financial Plan Competition: 2015
Shuqi Xiao
Alysa Farabaugh
Bradley Prosper
Bill Zahos
Josiah Roop
Pennylvania State University
Michael Sundberg
Sean O'Keefe
Daniel Ginsberg
Carly Rodriguez
Jacob Grove
Harrisburg University
Student Seminars
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