Meet members of the CFA Society who are professionals in the financial industry. Learn more about the advising industry and how our panelists started their careers. CFA Institute is the global association of investment professionals that sets the standard for professional excellence and credentials. The organization is a champion of ethical behavior in investment markets and a respected source of knowledge in the global financial community. Our aim is to create an environment where investors’ interests come first, markets function at their best, and economics grow. Our network of more than 160 societies helps carry out our global mission in local markets.
Moderator- Christina Shaffer- Director of Fixed Income, AllGen Financial Advisors;
Xinxin Lui, CFA, Sr. Reserach Analyst, AnCo Consulting;
Drew Papke, SVP, Director of Regional PM, Fifth Third Private Banking
Read More