Lead & maintain a community among financial industry professionals in the Philadelphia region by promoting the highest standards of ethics and professionalism.

Joined August 2011
CFA Society Philadelphia retweeted
A huge thank you to our members in helping us uphold professional excellence in the global investment community the past 75 years. But we’re just getting started. Learn what we’re doing to shape the industry for the next 75 years and beyond. cfainstitute.org/en/about/vi…
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CFA Society Philadelphia retweeted
The largest @CAIAAssociation class in history is rooted in the leaders in investment management. Thankful for your commitment to professionalism
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CFA Society Philadelphia retweeted
2020 is almost behind us. Take a deep breath and enjoy a little downtime before taking on 2021. Need something to watch? Check out this list of the greatest finance films of all time!

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I was pleased to join @tomkeene and @flacqua on @BloombergTV today to discuss our transition to computer-based testing, ESG investing and our curriculum. All important topics for our charterholders and new candidates. Watch the clip here: bloom.bg/33GI0ll #cfainstitute
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CFA Society Philadelphia retweeted
Registration for the February 2021 computer-based Level I #CFAexam is now open. Click the link for what you need to know about the new exam format.

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CFA Society Philadelphia retweeted
Join CFRA for a webinar on Jun 25 where we review the factors influencing #ConsumerSpending & #ConsumerConfidence, the impact of #Covid19 on #MeatProcessors, and trends & forecasts for #PlantBasedMeat & #LabBasedMeat alternatives. Register at bit.ly/2MwEqlg $TSN $PPC
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CFA Society Philadelphia retweeted
Might the CFA charter become a qualifying designation for participation in private markets? The U.S. Securities and Exchange Commission is considering a rule change that could clear the way. Stephen Deane, CFA, explains.blogs.cfainstitute.org/marke…
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CFA Society Philadelphia retweeted
Figuring out which recreational facilities are open during the pandemic, and which activities are allowed, will make for some hard decisions. BlueOceanGlobalWealth.adviso…
CFA Society Philadelphia retweeted
“What we find changes who we become.” - Peter Morville Seek and you shall find interesting investment content at the Research Foundation (RF) website - lnkd.in/emhTTi5 #markets #investing #cfa #cfainstitute
CFA Society Philadelphia retweeted
Quantitative Equity Analyst - US - AZ - Scottsdale - Galvin, Gaustad and Stein LLC #JOBALERT careers.cfainstitute.org/job…
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CFA Society Philadelphia retweeted
Over the last decade, the number of GAAP adjustments has proliferated. Join us & @CFAPHL on June 3 at 11 am as we explore CFRA's research methodologies regarding #nonGAAP metrics. To learn more or to register visit bit.ly/3biiGn8 #ForensicAccounting
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CFA Society Philadelphia retweeted
In partnership w/@CFAPHL we are pleased to offer Mind the GAAP Gap seminar on June 3 to educate participants on the various levers that management teams employ to hide financial & operational risks & learn more about CFRA’s research methodologies. Register bit.ly/3biiGn8
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CFA Society Philadelphia retweeted
In partnership w/@CFAPHL we are pleased to offer Mind the GAAP Gap seminar on June 3 to educate participants on the various levers that management teams employ to hide financial & operational risks & learn more about CFRA’s research methodologies. Register bit.ly/3biiGn8
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CFA Society Philadelphia retweeted
How can AI help strengthen ethical practices in the corporate world? What are the potential ethical shortcomings of AI ethics? Join us in an upcoming webinar on Wednesday, June 3, 7PM MYT/SGT. Register now: cfainst.is/3d0OPBx
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I believe there will be 3 key changes in the business as a result of the pandemic #cfainstitute #cfaprogram #investmentindustry
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CFA Society Philadelphia retweeted
HAPPENING NOW: Join us for DAY 2 of our 73rd CFA Institute Annual Virtual Conference. Stream free online sessions focused on strategies for navigating the current markets. Join your colleagues now: cfainst.is/ConferenceLiveSoc… #ConnectedInvesting #ConferenceLive
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CFA Society Philadelphia retweeted
Investment Foundations is a zero-cost, online learning experience designed for anyone who wants to enter or advance within the investment management industry, including IT, operations, communications, accounting, administration, & marketing. Register here cfainstitute.org/en/programs…
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Trust remains the foundation of our industry's relationship with investors, both retail and institutional. Learn more at bit.ly/2A8lAyh #trust #perception #cfainstitute #financialservices #investment
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CFA Society Philadelphia retweeted
If you were registered for the June 2020 CFA® exam, we know you are anxious to choose a new exam date. Your invitation will be in your email soon! For questions about the re-registration process, visit: cfainst.is/2xGMhJi
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CFA Society Philadelphia retweeted
Next step details in the postponement of the June 2020 #CFAexam have been emailed to all affected candidates. We understand you have a lot of questions during this time. Check the link below to see if yours are answered.

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