Previous EVENT ATTENDEES

For more than half a century, CFA Society Cleveland has provided mutually beneficial opportunities for leaders of prominent public companies and institutional investors to effectively communicate and develop long-term relationships.

A.L. Falls Advisors
Africa Finance Corporation
Akron General Health System
Ameriprise Financial
Anchor Stone Capital, LLC
Ancora Advisors
Ascend Wealth Advisors, LLC
Aurum Wealth Management Group
Baker & Co., Incorporated
Bank of America/Merrill Lynch
Barclays
Barnes Wendling Valuation Services, Inc.
BBP Partners LLC
Beese, Fulmer Investment Management, Inc.
BGB Securities
BNY Mellon
BNY Mellon Wealth Management
Boenning & Scattergood
Bosshard Investment Management Co.
Boyd Watterson Asset Management
Broadleaf Partners, LLC
C.O. Jones Consulting Group
Capital Advisors Ltd.
Capital Metrics LLC
Capstone Advisors, LLC
Carnegie Investment Counsel
Case Western Reserve University
CBIZ Financial Solutions, Inc.
Chapman & Chapman Advisors LLC
Charles Schwab
Charles Schwab Investment Management
Chase Investment Services Corporation
Citi
Citigroup Global Markets
Clear Perspective Group, LLC
Cleveland Research
Cleveland Research Company
Cleveland State University
Clifford Investment Counsel LLC
Cornerstone Industrial Group, LLC
Courtland Partners, Ltd.
Cowen and Company
Credit Suisse
Delaware Mohawk
Deutsche Bank
Diamond Hill Capital Management
Dominion
Duke Energy
Edgewater Capital Partners
Edward Jones
Emerald Investments, Inc.
Empyra.com
Equity Research
Erie Insurance
Ernst & Young LLP
Evans Capital Management
Fairport Asset Management, LLC
FAI Wealth Management
Federal Reserve Bank of Cleveland
Federated Investors
Fifth Third Asset Management
Fifth Third Bank
First Fiduciary Investment Counsel
First National Trust Company
FirstMerit
FirstMerit Wealth Management
FMR Corporation
Foundry Partners, LLC
Fort Washington Investment Advisors
Franklin Templeton Investments
Gallery Asset Management
GEM Asset Management
Glenmede Trust Company
Gold Leaf Capital Management, Inc.
Goldman Sachs
Goodyear Tire & Rubber Company
Gratry & Company
Great Lakes Review
Gries Financial LLC
Hartland & Company
Hawk100
Hawthorn
Hawthorn PNC Family Wealth
HBK Sorce Financial LLC
Headwaters Investment Counsel LLC
Highland Consulting Associates, Inc.
HPM Partners
Huntington National Bank
ING Group
Integrity Asset Management, LLC
International Union, UAW
Inverness Advisors
Inverness Investment Group
Inverness Wealth Advisors
Investco
Investment Partners, LTD
JP Morgan Chase
KBCM
Kenneth A. Dery & Associates Inc.
Key Asset Management, Inc.
Keybanc Capital Markets
Key Bank N.A.
Key Corp
Key Private Bank
Key Private Bank - Ultra Affluent Group

Kleinhenz & Associates
Lawndale Capital Management
Lakefront Partners LP
Legg Mason
Levin & Brend, P.C.
Liberty Park Capital Management
Longbow Research
Longee Import & Export, LLC
MAI Wealth Advisors, LLC
MatlinPatterson
Midwest Investment Management LLC
Miller/Howard Investments
Monticello Associates
Moreland Management Co.
Morgan Keegan
Morgan Stanley Smith Barney
MPAM Credit Trading Partners LP
MSJ Consulting
Nathaniel L Wiggers & Company, LLC
National Interstate Insurance
New Albany Capital Partners
New York Community Bancorp, Inc.
Northcoast Research
Northern Trust
North Point Portfolio Managers Corp.
Northstar Portfolio Management, LLC
Northwestern Mutual
Nuveen Investments
NYCB Mortgage Company LLC
Oak Associates, Ltd.
Oberlin College
Orend Investment Management, Inc.
Oskie Capital
Paragon Advisors, Inc.
Park Place Technologies
Parkwood
Parkwood Corporation
Piton Equity Partners
PNC Bank, NA
PNC Capital Advisors
PNC Financial Services
PNC Institutional Investment Group
PNC Wealth Management
PricewaterhouseCoopers
Private Harbour Investment Management & Counsel
Progressive Insurance
Prudential Financial
Raintree Capital Partners
Rapaport Capital Management, Inc.
RBC Capital Markets
Red Stone Equity Partners, LLC
Rehmann Financial
Ridge Creek Global, Inc.
RM Investment Management Inc.
Robbins Wealth Management
Robert W. Baird & Co.
Roberts Consulting LLC
Rodman Capital Management
Saltonstall and Co., LLP
Security Holdings Investment Advisors
Segal Advisors, Inc.
Select Equity
Select Equity Group
Sequoia Financial Group
Shaker Investments
Sigma Investment Counselors
Sisters of Charity Health System
SKA Financial Services, Inc.
Smith Barney
Spero-Smith Investment Advisers, Inc.
SS&G Parkland Consulting
State Street Corp.
Sterne, Agee & Leach
Stifel Financial
Stifel, Nicolaus & Co., Inc.
Stout Risius Ross, Inc.
Stratos Wealth Partners
SunTrust
Sussex Investments, Ltd.
Symax Limited
The Investment Center of Erie
The Proper Analysis
The Townsend Group
Thomas & Co
TOC Plateau Group
Tom Jalics
Tower Research
Towers Watson
Townsend Group, The
TurnBridge Solutions
UBS
ValMark Securities, Inc.
Van Cleef Asset Management
Victory Capital Management, Inc.
Wellington Management Co.
Wells Fargo Advisors, LLC
Wellspring Financial
Westfield Group
Westfield Insurance
Weston, Hurd, Fallon, Paisley & Howley
Winfield Associates, Inc.
Winslow Asset Management
Youngstown State University
Ziegler Capital Markets