About This Group


The Veterans Committee of CFANY, (a.k.a. Veterans Roundtable) is a special interest group dedicated to supporting prior military service members through professional networking and finance education. Our mission is to establish the foundations from which military veteran members may better achieve leading positions in the financial world. We promote CFANY and CFA Institute programs, while also being highly active in NYC regional and national-level veteran clubs and affairs. By being active supporters and participants in other veteran organizations, we are able leverage their networks, and broaden the reach of CFANY and CFAI. Why have such a group? The ethical standards promoted throughout military services worldwide align with Code of Ethics and Standards of Professional Practice of the CFA Institute. Part of what attracts future generations of leaders to the military services is robust support groups that empower access the fullest range of post-military career options, including the highest levels of finance. Our membership is open to CFANY members, CFA Charterholders, CFA program participants, active duty military service members, and interested persons dedicated to CFAI mission and values. We aim to meet at least six times a year for meetings/socials, hold a minimum of two CFANY programming events per year, and actively participate in other veteran organizations at least six times per year.

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Chair: Won Palisoul, MA, MS, CFE

Vice Chair: Matthew Noll, CFA

Immediate Past Chair: Lance Widner, CFA, CFP

Veteran Consultant, Airforce: Anthony Cipriano, D.M.D.

Join the CFANY OFFICIAL GROUP on LinkedIn. NOTE: Group discussion forums are for the sole purpose of facilitating communication among members. Please do not use them to promote your own products, services, or business including publications, websites, and blogs. The views expressed by the members of the LinkedIn Groups do not necessarily represent or reflect the views of CFANY.

Veterans Roundtable Group Meeting

The Veterans Committee of CFANY, (a.k.a. Veterans Roundtable) is a special interest group dedicated to supporting prior military service members through professional networking and finance education. Our mission is to establish the foundations from which military veteran members may better achieve leading positions in the financial world.

Find out more »
Wednesday, March 13 | 6:00 PM - 7:30 PM

CFANY Cyber Security Forum

Cyber security has become more important in today’s more connected world. At this event, attendees will learn what critical issues threaten financial firm and how to address them, plus gain an extensive understanding of the wide range of existing threats within the growing global financial industry.

Find out more »
Thursday, April 4 | 6:30 PM - 8:30 PM

Veterans Roundtable Group Meeting

The Veterans Committee of CFANY, (a.k.a. Veterans Roundtable) is a special interest group dedicated to supporting prior military service members through professional networking and finance education. Our mission is to establish the foundations from which military veteran members may better achieve leading positions in the financial world. We promote CFANY and CFA Institute programs, while also being highly active in NYC regional and national-level veteran clubs and affairs.

Find out more »
Wednesday, May 15 | 6:00 PM - 7:30 PM

Veterans Roundtable Group Meeting

The Veterans Committee of CFANY, (a.k.a. Veterans Roundtable) is a special interest group dedicated to supporting prior military service members through professional networking and finance education. Our mission is to establish the foundations from which military veteran members may better achieve leading positions in the financial world. We promote CFANY and CFA Institute programs, while also being highly active in NYC regional and national-level veteran clubs and affairs.

Find out more »
Monday, June 10 | 6:00 PM - 7:30 PM

Veterans Roundtable Group Meeting

The Veterans Committee of CFANY, (a.k.a. Veterans Roundtable) is a special interest group dedicated to supporting prior military service members through professional networking and finance education. Our mission is to establish the foundations from which military veteran members may better achieve leading positions in the financial world. We promote CFANY and CFA Institute programs, while also being highly active in NYC regional and national-level veteran clubs and affairs.

Find out more »
Wednesday, July 10 | 6:00 PM - 7:30 PM

Veterans Round Table Group Meeting

The Veterans Committee of CFANY, (a.k.a. Veterans Roundtable) is a special interest group dedicated to supporting prior military service members through professional networking and finance education. Our mission is to establish the foundations from which military veteran members may better achieve leading positions in the financial world. We promote CFANY and CFA Institute programs, while also being highly active in NYC regional and national-level veteran clubs and affairs.

Find out more »
Monday, August 12 | 6:00 PM - 7:30 PM

Veterans Roundtable Group Meeting

The Veterans Committee of CFANY, (a.k.a. Veterans Roundtable) is a special interest group dedicated to supporting prior military service members through professional networking and finance education. Our mission is to establish the foundations from which military veteran members may better achieve leading positions in the financial world. We promote CFANY and CFA Institute programs, while also being highly active in NYC regional and national-level veteran clubs and affairs.

Find out more »
Monday, September 9 | 6:00 PM - 7:30 PM

Veterans Roundtable Group Meeting

The Veterans Committee of CFANY, (a.k.a. Veterans Roundtable) is a special interest group dedicated to supporting prior military service members through professional networking and finance education. Our mission is to establish the foundations from which military veteran members may better achieve leading positions in the financial world. We promote CFANY and CFA Institute programs, while also being highly active in NYC regional and national-level veteran clubs and affairs.

Find out more »
Monday, December 9 | 6:00 PM - 7:30 PM

Veterans Transition Bootcamp

Upcoming Events & Meetings

Veterans Roundtable Group Meeting

The Veterans Committee of CFANY, (a.k.a. Veterans Roundtable) is a special interest group dedicated to supporting prior military service members through professional networking and finance education. Our mission is to establish the foundations from which military veteran members may better achieve leading positions in the financial world.

Find out more »
Wednesday, March 13 | 6:00 PM - 7:30 PM

CFANY Cyber Security Forum

Cyber security has become more important in today’s more connected world. At this event, attendees will learn what critical issues threaten financial firm and how to address them, plus gain an extensive understanding of the wide range of existing threats within the growing global financial industry.

Find out more »
Thursday, April 4 | 6:30 PM - 8:30 PM

Veterans Roundtable Group Meeting

The Veterans Committee of CFANY, (a.k.a. Veterans Roundtable) is a special interest group dedicated to supporting prior military service members through professional networking and finance education. Our mission is to establish the foundations from which military veteran members may better achieve leading positions in the financial world. We promote CFANY and CFA Institute programs, while also being highly active in NYC regional and national-level veteran clubs and affairs.

Find out more »
Wednesday, May 15 | 6:00 PM - 7:30 PM

Veterans Roundtable Group Meeting

The Veterans Committee of CFANY, (a.k.a. Veterans Roundtable) is a special interest group dedicated to supporting prior military service members through professional networking and finance education. Our mission is to establish the foundations from which military veteran members may better achieve leading positions in the financial world. We promote CFANY and CFA Institute programs, while also being highly active in NYC regional and national-level veteran clubs and affairs.

Find out more »
Monday, June 10 | 6:00 PM - 7:30 PM

Veterans Roundtable Group Meeting

The Veterans Committee of CFANY, (a.k.a. Veterans Roundtable) is a special interest group dedicated to supporting prior military service members through professional networking and finance education. Our mission is to establish the foundations from which military veteran members may better achieve leading positions in the financial world. We promote CFANY and CFA Institute programs, while also being highly active in NYC regional and national-level veteran clubs and affairs.

Find out more »
Wednesday, July 10 | 6:00 PM - 7:30 PM

Veterans Round Table Group Meeting

The Veterans Committee of CFANY, (a.k.a. Veterans Roundtable) is a special interest group dedicated to supporting prior military service members through professional networking and finance education. Our mission is to establish the foundations from which military veteran members may better achieve leading positions in the financial world. We promote CFANY and CFA Institute programs, while also being highly active in NYC regional and national-level veteran clubs and affairs.

Find out more »
Monday, August 12 | 6:00 PM - 7:30 PM

Veterans Roundtable Group Meeting

The Veterans Committee of CFANY, (a.k.a. Veterans Roundtable) is a special interest group dedicated to supporting prior military service members through professional networking and finance education. Our mission is to establish the foundations from which military veteran members may better achieve leading positions in the financial world. We promote CFANY and CFA Institute programs, while also being highly active in NYC regional and national-level veteran clubs and affairs.

Find out more »
Monday, September 9 | 6:00 PM - 7:30 PM

Veterans Roundtable Group Meeting

The Veterans Committee of CFANY, (a.k.a. Veterans Roundtable) is a special interest group dedicated to supporting prior military service members through professional networking and finance education. Our mission is to establish the foundations from which military veteran members may better achieve leading positions in the financial world. We promote CFANY and CFA Institute programs, while also being highly active in NYC regional and national-level veteran clubs and affairs.

Find out more »
Monday, December 9 | 6:00 PM - 7:30 PM