Professional Growth
Networking
Education
Support

EVENTS

CLT-Holiday Networking: Burtons Grill and Bar

Burtons Gill & Bar
Tue, December 3

Triad-Holiday Networking: Rooster’s Wood-Fire…

Rooster’s Wood-Fired Kitchen
Wed, December 4

Essential Skills to Boost Your Career: Master…


Wed, December 11

OUR MISSION

To advance our members and society through education, career development, and community outreach

OUR VISION

Diverse membership of finance and investment professionals positively impacting the world

MEMBER RESOURCES

EVENTS

Attend the latest events with other professionals – including lunch and learns, socials, and more.

VOLUNTEER

Volunteer to join a committee. Learn and grow your skills while supporting an event.

CAREERS

Find your next exciting job opportunity or post a job to find your firm’s next high performer.

OUR SPONSORS

Annual Sponsors

Become a Sponsor