CFA Society Pittsburgh

A Member of the CFA Institute Global Network of Societies

​Financial Plan Competition

Introductory Letter and Plan Guidelines

Registration Form

Sample Financial Plan #1

Sample Financial Plan #2

Sample Financial Plan #3​​

Fin lit graph.jpg


 
CFA Society Pittsburgh Collegiate Personal Financial Plan Competition: 2019

We congratulate the Top Eleven ​plans ​

Place

Name

School

1st

Rob Kunst

Grove City College

2nd

Natalie Marcuzzi

Robert Morris University

3rd

Anna Sweger

Grove City College

4th

Valentine Oliech

California University of Pennsylvania

5th

Kyle Taylor

Shippensburg University

6th

James Roop

Shippensburg University

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



 
CFA Society Pittsburgh Collegiate Personal Financial Plan Competition: 2018

We congratulate the Top Ten plans ​

Place

Name

School

1st

Olivia Hilal

University of Pittsburgh

2nd

David Yesilonis

University of Pittsburgh

3rd

Olutomiwa Aiyegbusi

University of Pittsburgh

4th

Nicholas McClure

Grove City College

5th

Chelsea Paddock

Clarion University​

6th

Kayla VanHolten

Clarion University​

7th

Bre Lent

Grove City College

8th

Matthew Smith

University of Pittsburgh

9th

Alec Gamble

Thiel College

10th

Gabrielle Sliwinksi

Robert Morris University



C
FA Society Pittsburgh Collegiate Personal Financial Plan Competition: 2017

We congratulate the Top Ten plans ​

Place

Name

School

1st

Jason Pettner

Penn State Behrend

2nd

Evan Turman

University of Pittsburgh

3rd

Eric Vance

University of Pittsburgh

4th

Maggie Feltman

University of Pittsburgh

5th

John Arcuri

Westminster College

6th

Ben Lacomis

University of Pittsburgh

7th

Courtney Hunsberger

Clarion University​

8th

James Riley

Westminster College

9th

Zach Lierley

University of Pittsburgh

10th

Zachary Herbster

University of Pennsylvania

 

 

CFA Society Pittsburgh Collegiate Personal Financial Plan Competition: 2016

We 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

​Student Seminars

 

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