Professional Growth
Networking
Education
Support

EVENTS

Impact Your Profession. Impact Your Career. W…

The Ruth
Tue, May 21

CLT-2024: A Foundational Year

Morton’s the Steakhouse
Tue, May 21

Triad-2024: A Foundational Year

Forsyth Country Club
Wed, May 22

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