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 Profile

The Cincinnati Society currently has 363 members. The following is a breakdown by industry and title.

CFA Charterholder Information Percent
CFA charterholder 81%
Non-charterholder 19%
   
Industry Classifications Percent
Broker Dealer, Investment Banking 5%
Commercial/Retail Banking, Bank Trust Departments 16%
Consulting Firm 6%
Corporate/Public Sponsor & Foundation/Endowment 2%
Insurance Company 9%
Investment Company/Mutual Fund 18%
Investment Management Counseling 31%
Other businesses including government, academic, and miscellaneous 10%
   
Titles and Occupations Percent
Analyst, Equity & Fixed Income 9%
Analyst, Other 5%
CEO, Chairman, Partner, Principal 8%
Chief Investment Officer 8%
Investment Banker 6%
Investment Counselor 9%
Investment Firm Manager 7%
Portfolio Manager 23%
Sales/Marketing 2%
Securities Trader 6%
Other 18%

 
 

 Become a Member of CFA Institute

To earn the Chartered Financial Analyst charter, you must first apply to become a member of both CFA Institute and a CFA Institute Member Society.

 
 

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