April 18, 2023 Edition
April 20, 2023: Networking with a Side of Salsa
Join us on April 20th for this networking social with a side of salsa dancing mixed into the evening.

Come ready to learn a few dance steps or simply to grab a drink with fellow members and guests.

May 10, 2023: How Elite Financial Professionals Create Pipelines of HNW Referrals.
Please SAVE THE DATE - Registration for this virtual event will be opening soon.
May 11, 2023: Q2 CWIM Original: “Don’t Take It Personally: Managing Your Career in the Era of Layoffs” Featuring Megan Walls
Learn how to take back control of your career! Follow a no-nonsense approach that will help you get real and get going, regardless of the circumstances holding you back.
In case you missed it.
Webinar Replay: Regional Bank Failures: Potential Risks and Opportunities for Investors
Bank stocks have come under pressure after the failure of a few specialized banks. View a replay of this webinar with Ryan Lentell, Portfolio Manager of John Hancock's Regional Bank Fund, discussing the outlook for the industry moving ahead.
Recently Released: Handbook of AI and Big Data Applications in Investments
This book is the latest in a series of research initiatives from CFA Institute aimed at equipping practitioners and policymakers with the tools needed to evaluate and incorporate data science with the highest standards.
Leadership Circle Sponsor

Premier Sponsors


Gold Sponsors
Silver Sponsors
President: Kanna Sriskanthan, CFA
Vice President & Public Awareness Chair: Frank J. Travers, CFA
Vice President & Secretary: Effy Washnock, CFA
Treasurer: Tim Van Hooser, CFA
Director Emeritus: Mark Hanratty, CFA
Advocacy Chair: Safia Mehta, CFA
Communications Chair: Jeremy Sforza, CFA
Membership Chair: Amy Bibb, CFA
Programming Co-Chair: Donna Matheson, CFA
Programming Co-Chair: Aubrey Foerster, CFA
Research Challenge Co-Chair: Tom Collimore, CFA
Research Challenge Co-Chair: Keith Morriss, CFA
University Relations: Chair: Victoria Konstantinova, CFA
Executive Director: Margaret Kelleher