November 14, 2022 Edition
November 17, 2022 Webinar:
Responsive Planning: Today’s actionable ideas for your HNW clients
Please join us on November 17th as Leslie Geller, Senior Vice President & Wealth Strategist, Capital Group, shares her thoughts on the planning ideas and strategies you should be considering now.
December 15, 2022: Holiday Party & New Charterholder Ceremony
CFA Society Stamford invites you to join us on Thursday night, December 15th for our annual Holiday Party and New Charterholder Ceremony. This is always a great night to meet and mingle with your fellow society members and congratulate our newest Charterholders.
CFA Society Stamford Career Center: a resource for for Job Seekers & Employers
Job Seekers: Find job postings within our local society area
Employers looking for talent- post job opportunities, find the best candidates.

Visit our Career Center and read more!
CFA Society Stamford Membership Renewal
If you haven’t yet renewed your Society membership for the 2022-2023 period, please take 5 minutes to renew now and reactivate your exclusive access to resources that help advance your career & stay connected with fellow professionals.

Thank you to all our members who have already renewed for this society year!
In Case You Missed It!
November 9, 2022:
Career Value of the CFA Charter
Our thanks the Financial Management Club at UCONN Stamford School of Business for hosting this career event and to our volunteer group of CFA Charterholder panelists.
November 2, 2022:
Wine Tasting in New Canaan
It was another great evening as CFA Society Stamford returned to the Tasting Bar at New Canaan Wine Merchants for an evening of education and winetasting!

Thanks to all who were able to be with us!
Leadership Circle Sponsor
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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