Financial Plan Competition
Financial plan competition guidelines and submission date [download]
Blank Registration Form [download]
Sample Financial Plan #1
Sample Financial Plan #2
Sample Financial Plan #3
THIS YEAR'S WINNER!CFA Society Pittsburgh Collegiate Personal Financial Plan Competition: 2022We congratulate the Top Ten Plans & the Honorable Mentions! Top TenPlaceStudentSchool1Owen KennyMessiah University2Devin AndrewsPenn State University Park3Sarah SeaderCalifornia University of Pennsylvania4Karsten LagerquistGrove City College5Connor BenninkGannon University6Abby AndraskoUniversity of Pittsburgh7Bruce NetererCalifornia University of Pennsylvania8Shailaka GonzalezKutztown University9Reid RuarkMessiah University10Majella MyersUniversity of PittsburghHonorable MentionPlaceStudentSchool11Justin H.Penn State Abington12Jessica RainesUniversity of Pittsburgh13Anna JefferysGannon University14Garrett HudakKutztown University15Joshua BrookerPenn State World Campus16Reece SmithAllegheny College17Zachary UlrichPenn State Behrend18Nyonna TowlerAllegheny College19Dan BloseGrove City College20Vinay KunuthuruUniversity of PittsburghPRIOR WINNERS2021PlaceNameSchool1Ryan AlthoffMessiah University2David NiesGannon University3Erin GreerGrove City College4Adam DensmoreGrove City College5Emily KuhnGrove City College6Christian LussierAllegheny College7Benjamin BertanUniversity of Pittsburgh8Mariana AlvesUniversity of Pittsburgh9Kristen HartzCalifornia University of Pennsylvania10Nicholas CarnevalGannon University20202019PlaceNameSchool1stRob 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 2018PlaceNameSchool1stOlivia 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 University2017PlaceNameSchool1stJason PettnerPenn State Behrend2ndEvan TurmanUniversity of Pittsburgh3rdEric VanceUniversity of Pittsburgh4thMaggie FeltmanUniversity of Pittsburgh5thJohn ArcuriWestminster College6thBen LacomisUniversity of Pittsburgh7thCourtney HunsbergerClarion University8thJames RileyWestminster College9thZach LierleyUniversity of Pittsburgh10thZachary HerbsterUniversity of Pennsylvania 2016PlaceNameSchool1stKritika KulkarniUniversity of Pittsburgh2ndJoe GordonUniversity of Pittsburgh3rdBen LacomisUniversity of Pittsburgh4thConor ConnellyMarquette University5thSierra WelshUniversity of Pittsburgh6thJason PettnerPenn State Behrend7thStephanie RussellClarion University8th - TIEEmily NeuherzAllegheny College8th - TIERebecca HeitlingerUniversity of Pittsburgh10thSarah BannermanCarnegie Mellon University 2015PlaceNameSchool1stShuqi XiaoUniversity of Pittsburgh2ndAlysa FarabaughRobert Morris University3rdBradley ProsperPenn State Behrend4thBill ZahosUniversity of Pittsburgh5thJosiah RoopPennylvania State University6thMichael SundbergPenn State Behrend7thSean O'KeefeUniversity of Pittsburgh8thDaniel GinsbergUniversity of Pittsburgh9thCarly RodriguezUniversity of Pittsburgh10thJacob GroveHarrisburg University
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
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
2016
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
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
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