The CFA® Journey: Meet, Learn, Network - July 2020
JUL
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You'll be able to chat with CFA® charterholders about their decision to pursue the CFA® charter, their navigation of the three CFA® Exams, and their careers now that they have obtained the CFA® charter.
Don't miss this opportunity to network with fellow candidates and CFA® charterholders. It's a free virtual evening for local candidates to create valuable connections, career opportunities, and a chance to discover more about the CFA® Program!
SPEAKERS

Amy has over 20 financial industry experience. Prior to joining Boston Private Wealth, Amy was a financial planner with Acacia Wealth Advisors – HighTower in Beverly Hills, Stone Carlie Wealth Advisors in St. Louis and Ernst & Young’s Personal Financial Counseling practice in both St. Louis and Los Angeles.
Amy is an active member of Financial Planning Association Los Angeles chapter where she currently serves on the pro bono committee. She frequently volunteers her time providing financial advice to low income families in the Los Angeles area. She also received the 2018 Pro Bono Award by Financial Planning magazine and Foundation for Financial Planning for her work with Habitat for Humanity of Greater Los Angeles.
Amy is a graduate of San Diego State University, where she received a Bachelor of Science degree in Business Administration with an emphasis in Financial Services. She holds the Chartered Financial Analyst® (CFA) designation, CERTIFIED FINANCIAL PLANNER™ (CFP®), and Certified Investment Management Analyst (CIMA) designations. Back To Top ^^

He holds the Chartered Financial Analysts designation, and is a member of the CFA Society Los Angeles and the CFA Institute. Michael acts as the co-chair of the Career Mentorship Program, as well as the USC/CFALA CFA® Review Program Level I Mentor Match Program. He regularly serves as a mentor and coordinator in the Level I review program. Back To Top ^^

From 1969 through 2005, Bill worked for four investment advisory firms in downtown Los Angeles as a portfolio manager for individuals, institutions, foundations and endowment funds. His responsibilities included the management of client portfolios along with related client service and marketing activities. The last eleven years of his career were spent with Boston Partners Asset Management, a partnership he helped establish in 1995 after leaving The Boston Company. He holds BS and MBA degrees from the University of Southern California and received the CFA designation in 1976. Back To Top ^^
Registration Fees Free |
Chairs: William Krantz, CFA & Larry Harris, PhD, CFA