CFA Society Orlando
Suggest an EditAbout CFA Society Orlando
CFA Society Orlando is a member society of CFA Institute, which is a global, nonprofit member organization of financial analysts, portfolio managers, and other investment professionals. CFA Society Orlando was founded in 1993 and today has ~300 members and is the 2nd most followed Society in the Southeastern US on LinkedIn. Our content includes The Investors First Podcast, which is an award winning podcast that hosts global thought leaders on a variety of topics in finance. We are proud to foste
CFA Society Orlando is a member society of CFA Institute, which is a global, nonprofit member organization of financial analysts, portfolio managers, and other investment professionals. CFA Society Orlando was founded in 1993 and today has ~300 members and is the 2nd most followed Society in the Southeastern US on LinkedIn. Our content includes The Investors First Podcast, which is an award winning podcast that hosts global thought leaders on a variety of topics in finance. We are proud to foste
Company Highlights
Employees
Year Founded
1993
Employees2
Location (HQ)
USA
Monthly Website Visitors
294.8K
Key Metrics
Senior Hires
| Name | Linkedin Profile | Position | Date Joined |
|---|---|---|---|
| John Doe | https://www.linkedin.com/in/johndoe | CEO | CEO |
| Jane Doe | https://www.linkedin.com/in/janedoe | CTO | CTO |
| John Smith | https://www.linkedin.com/in/johnsmith | CFO | CFO |
| Jane Smith | https://www.linkedin.com/in/janesmith | COO | COO |
Similar Companies
- Motilal Oswal Financial ServicesIFA GlobalOroThree Shores BancorporationSociety BrandsCorporate Finance InstituteFlorida Capital BankFloridian Community BankCFBankFirst Choice Healthcare SolutionsCFAO GROUPOmni Financial ServicesOrigen FinancialOCA Acquisition Corp.Orchid Island Capital IncOfs Credit CompanyFootball EquitiesThe ORCA NetworkCouncil on Foreign RelationsSutherlin Nissan of OrlandoCFA InstituteCRB EntertainmentFashion hutCapital C CorporationOrbis Financial Corporation LimitedSUnrise Bank(ISC)2 Tampa Bay Chapter(ISC)2 Raleigh Durham ChapterOrange Hackers Association aka OHAISACA Hawaii ChapterSecurity MBACharlotte ISACACHAS P. SMITH & ASSOCIATES, PA, CPA'S D/B/A CPS INVESTMENT ADVISORSCHURCHILL STATESIDE GROUP, L.L.CCFMASouth Florida Symphony OrchestraFiduciary Financial Advisors, an inc. 5000 companyThe Fiber Optic Association, Inc. (FOA)American Counseling AssociationThe Society for Maternal-Fetal MedicineCentral Florida Health Care, Inc.Orange City Area Health SystemUSYD China Development SocietyAssociation for Computing Machinery at FIUOpen Connectivity Foundation – OCFBasisCode ComplianceEdhanceSSERACT, Inc.MYFLYCorientCOrientCSC Global Financial MarketsFinancial Sciences CorporationFirst Corporate Solutions, Inc.ICLUBcentralOrionOcorianCSC GLobal Financial MarketsSECOR Asset ManagementSocius Family OfficeOrion Advisors Group/Board Advisor Jasci SoftwareCovenant Capital Pte LtdOSC, a Steamboat Group companyFS InvestmentsClearwater Bar AssociationCNL Financial GroupCommunity First Credit UnionFinance AllianceFactory Direct TransmissionsCRE Finance CouncilFinancial Women of San FranciscoFides Consulting LLCComplete Financial & Business SolutionsForesight Wealth SolutionsFWA Singapore - Financial Women's AssociationFuture POS AdvisorsGlobal Financial Private Capital, LLCBenefit Financial Services Group (fka PacWest Financial Mgt.)Inspiring World: Maroon Harter InsightsCyber Florida: The Florida Center for CybersecurityMRSI (Marketing Research Services, Inc.) now ORC InternationalOrion Advisor Solutions LLCOxford Sustainable Finance GroupOxford Financial Group, Ltd.FCG REALTY - The Florida Contact GroupTHink FinanceInternational Federation of Societies of Cosmetic ChemistsElegance Hair SalonSociety of Cosmetic Chemists HQUniversity of Toledo Cosmetic Chemist SocietySCP & COCommercial Spaceflight FederationAmerican OrdinanceCQF InstituteAngel Forum of Florida, Inc.CFA Society OrlandoFlorida Veterinary AdvisorsFinancial Services Ireland (FSI)The Shrimp SocietyFCIB - The Finance, Credit, and International Business AssociationFuturist SocietyFSP ChicagoCFO SimplifiedFMAA MelbourneCFO by DesignThe Financial ClubOhio Capital Finance CorporationBrazil-Florida Business Council, Inc.The Chartered Insurance Institute Hong KongFinancial Planning Association of New EnglandACAMS Southern California ChapterCFA Society PerúCapital CS GroupCFA QuébecMiami Finance ForumCorporate Finance AdvisorsOcto Members GroupInstitute of Financial Services PractitionersIUM Finance SocietyInternational Council of Securities AssociationFrench American Chamber of Commerce - OhioCFA Society San FranciscoCFA Society IndianapolisSingapore Insurance InstituteCFA Society MelbourneCFA Society MinnesotaCFA Society JordanCyscorp Investment GroupFoundation Capital Partners | FCPSCF Advisers A/SCFA Society CyprusCyprus Fiduciary AssociationOrange Sports ForumCFA Society SaskatchewanCFA IrelandCSM Capital CorporationOrmonde PartnersSanford DeLand Asset ManagementAssociation of Independently Owned Financial Professionals (AIOFP)Open Finance AssociationSora InvestorsSingapore Fund Directors AssociationChalmers Business SocietyThe FIRM SouthSociety of Insurance ResearchFive Continents Financial LimitedSuomen Sijoitusanalyytikot ry - The Finnish Society of Financial AnalystsGateway Capital Advisors, LLCThe Anointed GroupPatriot Investments LLCPrinceton Impact CapitalGlobal Leaders Organization (GLO)ISITCOCS International Finance LtdFidelity Home Group®Cambridge University Finance and Investment Society (CUFIS)NYU Chinese Finance ClubFIBA UKFinancial Fitness for LifeIndependent Insurance Agents of Central FloridaApex CapitalEuropean Finance ForumCredit Scoring and Risk Strategy Association (CSRSA)CFA Society VictoriaSouth Florida Banking Institute Inc.Central-North Florida District Export CouncilSeattle Finance CollectiveNovus Corporate FinanceSora CapitalNES Banking & Finance SocietyPittsburgh Society of Financial Service ProfessionalsSoutheastern Women In Financial ServicesSan Diego CPCU Society ChapterUrban Financial Services Coalition - Greater Kansas City Chapter (UFSC-GKC)CFO Forum AtlantaFIRB - Financial Investor Relations BrasilLOFAFoundation Training CorporationCorporate Financial, Inc.IFIS - Institute for Financial Integrity and SustainabilityPrivate Wealth AllianceNABIP FloridaInvestment20/20The CFO AllianceAsofiduciariasOrlando Capital GmbHKing's Banking & Finance SocietyOrtus Africa CapitalTelfer Finance SocietyAmplified PlanningFinancial Planning Student Group (FPSG)FMA InternationalCFA Society BostonCommunity Bankers Association of Ohio - CBAOCFP GroupCGIA InstituteCFA Society GermanyFinancial Services Council New ZealandNova Investment ClubSociety of Actuaries In IrelandImperial College Investment SocietyCFA Society ChicagoCFA Society Los AngelesCorporate Finance HouseInternational Association of Registered Financial ConsultantsBowen Finance SocietyThe Institute of Certified Investment and Financial Analysts (ICIFA)Anderen BankOsceola CapitalCouncil of Institutional InvestorsFinancial Counselling AustraliaThe SFI GroupTürkiye Finans Yöneticileri Vakfı - Finans KulüpCFA Society FranceFinansforeningen/CFA Society DenmarkLas Olas Capital AdvisorsResponsible FinanceFinance 500, Inc.Columbia Financial Investment Group (CFIG)Forsyth Street AdvisorsCFE Finance GroupFinancial Fitness GroupIFPAS - INSURANCE AND FINANCIAL PRACTITIONERS ASSOCIATION OF SINGAPORE (OFFICIAL)FORCE Family OfficeCognitive Corporate FinanceTed Rogers Finance SocietyCIFA CyprusClosed-End Fund AdvisorsCFA MontrealCFA Society Washington, DCAustralian Shareholders' AssociationOswald Financial, Inc.Investment Society LausanneCFA Society East AfricaOpen Finance Network CanadaORIC InternationalFinance and Investment Cell, DPSFlorida Bankers AssociationInsurance Institute of LondonOrion Capital AsiaCFA Society IndiaForum PartnersBristol Investment FundOxford M&A GroupS2KFrench-American Chamber of Commerce - Florida Chapter1858 Capital PartnersFinForumCentury FundCanada-Florida Chamber of CommerceUW Finance AssociationHispanic Finance AssociationCornell Finance ClubThe Institute of Financial Professionals AustraliaHelvetian Investment Club (HIC)Frazier Financial Advisors, LLCFinancial Services ForumIFSE InstituteFlorida FundersStrategic Financial Services, Inc.CS Capital Advisors, LLCFinancial Managers SocietyHong Kong Fiduciary Association LimitedCFI PartnersAccurate Advisory Group Inc.King's Investment FundBocconi Student Finance SocietyDC Finance's Global Family Office & High Net Worth CommunityCFA Society NetherlandsESCP Finance SocietyStudents of Bath Investment Club (SOBIC)IFSA NetworkUPV Investment ClubLIS - Lisbon Investment SocietyORangeFinance Association UC3MInternational Organization of Securities Commissions (IOSCO)The Financial Planning Institute SAClimate Fund Managers B.V.Orion SecuritiesBristol Trading SocietyPersonal Finance SocietyCFA UKFinance FocusedUCD I&E Student Managed FundForesters Friendly SocietyFXOROCCLA Investment ManagementFLORIDA FENCE PRODUCTS, INCCentral Florida Fence CompanyFuture Business Solutions, Inc.Mid Florida Insurance ProfessionalsAssuredPArtnersFlorida Chapter, American College of SurgeonsOasis Wealth Planning Advisors, LLCAssuredPartnErsVolusia County Medical SocietyCentral Florida Regional Planning CouncilFOresight Wealth SolutionsFlorida Swimming Pool AssociationFlorida Naturopathic Physicians AssociationOsceola Memory Gardens Cemetery, Funeral Homes & CrematoryOrange Island Ventures LLCChurchill Stateside GroupMortgage Bankers Association of FloridaCOrporate Finance AssociatesASSUREDPArTNERSFederal Association for Insurance Reform (FAIR)Insurance Accounting & Systems Association (IASA) - Carolinas ChapterFederation of Regulatory Counsel, Inc.North Florida CPCU Society Chapter Inc.OneFlorida Insurance & Financial Services, Inc.NAIFA-FloridaOrlando Insurance CenterNorth Florida Agents Network, Inc.FREEDOM INSURANCE INC.Applied Client Network Florida ChapterSAN of FloridaJallad Insurance ServicesACF-Appraisers of Central FloridaORMOND RE GROUP, INC.Florida Risk PartnersFlorida Chartered Insurance Group (FCIG)Insurance Company of FloridaCypress Risk Partners, LLCCroatian Fraternal Union of AmericaInsurance Group of Central FloridaORCA LifeThe Holmes OrganisationInsurance ElevatedOlympus Insurance CompanyOrion Risk Management, an Alera Group CompanyASB FINANCIALSociety of ActuariesSociety InsuranceCAA GlobalOttawa Construction Association (O.C.A)Life Sciences OntarioCanadian Investor Relations Institute (CIRI)Lazaridis Students' SocietyCFA Societies CanadaAlzheimer Society of OntarioMcLeish Orlando Lawyers LLPDalhousie Investment Society (DALIS)Canadian Franchise AssociationOntario Chiropractic AssociationOrlando CorporationSunrise Credit UnionAccounting and Finance Student AssociationAdvocisCanadian InstituteCovey FinancialAutism OntarioFinancial Services Regulatory Authority of Ontario (FSRA)CPA OntarioGlobal CTO GroupInvest Florida, LLCLaw Society of OntarioOriental Investment Banking Club (OIC, Formerly NTU iBank)NUS Investment SocietyForbes Agency CouncilUniversity of Sydney Fintech SocietyThe MetaCenterOrlando Hospitality AllianceSociety of Physician EntrepreneursTeam Market GroupBrain PublicRotman Commerce Finance AssociationTHe Florida CFO GroupCEntral Illinois CPCU SocietyDallas Chapter CPCU SocietyVia Transportation incFamily Office ClubThe ConduitSociety of Aeronautics and Rocketry (SOAR) at USFOpportunity Finance NetworkThe Korea SocietyASA India Financial Advisory Services LLPCIO OnlineThe Orion FintechGrow Financial Federal Credit UnionUSF Federal Credit UnionCEO GOLFTHE ORIANNE SOCIETYFlorida BlockchainObserver Research Foundation AmericaAUSA Sunshine ChapterContractors, Closers, & Connections of OrlandoFoundation for Orthopaedic Research and Education (FORE)ASOR (American Society of Overseas Research)Collegiate Financial Management AssociationOrorus Advisors LLPAnalystForumCleveland Clinic Martin HealthFlorida Orthopaedic InstituteUF Health Central FloridaFlorida Health Care PlansFlorida Cancer Specialists & Research InstituteAmerican Society of Cataract and Refractive Surgery (ASCRS)FlaglerThe Cleveland Engineering SocietyASSUREDpARTNERSFISDCerity PartnersASPA South Florida ChapterThe F SuiteMFAThe Legal Aid Society of ColumbusOrangewood PartnersBioFlorida, Inc.Commonfund Strategic Direct Series LLC - CF Credit SeriesUA SocietyORLANDOOrlando Credit UnionSCS FinancialBank of Central FloridaFinterest, VGSoMOrlando Utilities Commission (OUC - The Reliable One)Suncoast Credit UnionFloridacentral Credit UnionMIDFLORIDA Credit UnionAddition Financial Credit UnionFlorida Credit UnionAssociation of Fundraising Professionals Florida Big Bend ChapterOrlando HealthOrange County Fire AuthorityCenter for Anthroposophical EndeavorsSociety for NeuroscienceCollege of Forestry at Oregon State UniversityCFA des Universités Centre-Val de LoireCitizens Property Insurance CorporationColumbus Life Insurance CompanyFlorida HealthSpecial Operations Association of AmericaScripps PRSSAYoung Investors SocietyConservation Finance AllianceSpecial Forces Association NYC - Chapter 58CFA Society ClevelandFlorida Opportunity FundPage SocietyAmerican Society of Clinical Oncology (ASCO)Florida Association of Insurance AgentsThe HOCL AssociationProfessional Fiduciary Council of FloridaWomen Presidents OrganizationForum on Life, Culture & Society (FOLCS)Headlands Research OrlandoCFO CollectiveSWFL Inc.Fidelity National Financial Family of Companies - Florida AgencyCFA Society PolandLift OrlandoColumbus Council on World AffairsInvestor’s ClubCFA Society Bulgaria
Financial Services
- Ausperity Private WealthGlobal Connect Pro Inc.CaptlAdvisorNet Portfolio PartnersThrive Portfolios, Inc.FlowtrackPLentyAutomated Payment SystemsFinancial Network Limited, a Prime Capital Investment Advisors CompanyGuaranty SolutionsAccrueMeApplied Wealth Management Financial & Insurance Services LLCAntonioli LLC Real Estate & Business FundingBIZBoostThe Family Offices GlobalEarndWorthrightWhite Pine Investment Co.Clean Energy Fund of Texas, IncPro Trading SkillsmyFinancialAnswersFyntFinancial Tracking Technologies, LLCEmpifyInfinio CapitalForex VaultsAgrinam Acquisition CorpInvestor Summit GroupTAAS CAPITALRethink. Financial Advice PodcastGraystone CapitalBlack Mountain CapitalThe Wallace GroupAltop EnergyMichael Roberts Associates, Inc.CU LIFT FundDrum Capital Management, LLCRoboSig, Inc.Mosaic Capital PartnersMMX Management LLCThe Loan ExchangeCanoga Wealth Management LLCCrown PartnersVIP Capital FundingChampion Equipment FinanceHauser Private EquityFuturist SocietyTenebrist Global, LPPayBridge TechnologiesRainbookCore Family OfficeSignature Financial AdvisorsNBC TrustTWenty20Stamford Federal Credit UnionPartners United Financial, LLCInternational Recovery SolutionsMortgage FastExpand Financial, LLCLoanHeroFive Rivers Financial Advisors, LLCMonarch Management CorporationMission MarketsWashington State University Everett Engineering ClubPandi CapitalCalm VenturesAvestria VenturesCustomer Engagement TechnologiesintellicentsWaymaker Mortgage CompanyDestiny (D/XYZ)Klyman Financial LLCSearch Fund CreditML VenturesThe Doman GroupAshton Global LLC | Global Investment Management3D MoneyBrennan Financial ServicesFinTrack Systems Inc.Ujamaa IncorporatedMetro Funding CorpMIT Sloan Investment ConferenceCARTER AND ASSOCIATES LLCCRNA Financial Planning®Macro Intelligence 2 Partners LLCInvestment.comMarto CapitalStrategic CapitalaDayEarlyAffinity Trading Group, LLCGulf Management Systems, IncDucat Capital PartnersCreditUp ClubBridge Investment Community Development CorporationAMO Holdings LLCBImaElement Zero NetworkSCION ASSET MANAGEMENT, LLCHerPlanningTM️Unio Capital