INDIANAPOLIS, Aug. 15,
2024 /PRNewswire/ -- Tom
Kaiser, CFA, CPA, Research Analyst & Portfolio Manager
at Sheaff Brock, was elected as the President of the CFA (Chartered
Financial Analyst) Society of Indianapolis to a 2-year term which began in
July 2024. Tom was previously the
Treasurer of the organization.
Sheaff Brock's Tom
Kaiser, CFA, CPA, was elected as the President of the CFA
Society of Indianapolis.
"During the past few years, the CFA Society of Indianapolis has been transformed and we have
taken our engagement in the investment community to a whole new
level. I encourage all investment professionals to take a look at
the Society and our compelling events," said Kaiser. "We have
exciting plans that build on the energetic leadership of outgoing
President Jared Luegers. I am
honored to serve in this new role and help continue the progress we
are making together."
CFA Society of Indianapolis is
an association of local investment professionals and one of the 138
CFA Institute member societies. The society has three main goals:
"to promote ethical and professional standards within the
investment industry, encourage professional development through the
CFA Program, and facilitate the open exchange of information and
opinions." The CFA Program, which is administered by CFA Institute,
is a specialized curriculum and ensuing exam for investment
specialists that sets the global standard for investment knowledge,
standards, and ethics. Upon successful completion of the curriculum
and exam, an individual receives the CFA designation, marking them
as an expert across a broad range of investment topics who is
committed to the highest ethical standards in the industry.
"We are ecstatic for Tom on his incredible accomplishment," said
Dave Gilreath, Managing Director of
Sheaff Brock. "We know he will be a great and diligent President of
the CFA Society of Indianapolis."
About Sheaff Brock:
Sheaff Brock is an
SEC-registered, fee-only independent investment firm striving to
enhance portfolios of growth- and income-oriented investors,
managing $1.3 billion in assets
nationwide as of 06/30/2024. Managing Director David Gilreath contributes investment commentary
to CNBC.com, ThinkAdvisor, Medical Economics,
and Financial Advisor magazine.
For more information, please visit sheaffbrock.com. Please read
our SEC regulatory disclosure here.
About CFA Society Indianapolis:
CFA Society
Indianapolis was organized in May of 1971 as an association of
local investment professionals committed to advancing professional
excellence and ethics through education, collaboration, and
awareness for the benefit of the regional investment community and
the public. For more information, visit
cfasocietyindy.com.
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SOURCE Sheaff Brock Investment Advisors, LLC