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Young Leaders Group Meeting: Career Advancement Panel

May 26, 2020 | 6:30 PM - 8:00 PM

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Virtual Meeting

Please do not come to CFA Society New York for this Meeting.


We’re excited to host our first ever virtual career advancement panel on Tue 5/26 at 6:30pm! Don’t miss hearing four YLG members discuss their varied experiences of getting ahead: seeking additional credentials beyond the CFA, transitioning from back to front office, getting promoted within their firm, and relocating to a new country. Following the panel discussion, we’ll feature a Q&A session. 



Rohan Parikh, CFA, FRM – Trader, Natixis CIB Americas

Wynne Lam, CFA, CPA – Equity Research Associate, RBC Capital Markets

Brant Cavagnaro, CFA – Financial Advisor, Wealthstream Advisors

Leon Nauta, CSE CEFA – ESG Sales Advisor, RepRisk AG


Samantha Mertzel, CFA, CAIA – VP, Pacific Western Bank