Professional Growth
Networking
Education
Support

EVENTS

Virtual

CFA Exam Level I Ethics


Sat, September 9
Monthly Meeting

Triad-Passive Investing is a Series of Active…

Forsyth Country Club
Tue, September 12
Monthly Meeting

Triangle-Passive Investing is a Series of Act…

Brio Italian Grille
Tue, September 12

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 Sponsor

Become a Sponsor