Young Leaders Group
About This Group
The Young Leaders Group establishes an inclusive ecosystem for CFA Society New York’s Millennial and Gen Z generations including recent charterholders, exam candidates, and university students. The group is focused on developing members’ professional and leadership skills, fostering of new relationships, and cultivating an environment to learn from and work with one another. Initiatives include informal networking events, industry panel discussions, career development workshops, and mentorship programs, among others. Please email [email protected] to be added to the distribution list and to discover opportunities to get more involved.
Co-Chair: Maggie Wong, CFA
Co-Chair: Caroline Busby, CFA
Vice Chair: Rodrigo Cortez, CFA
Vice Chair: Alex Schumacher, CFA
Vice Chair: Rohan Parikh, CFA, FRM
Vice Chair: Danielle McKenna, CFA
Vice Chair: Tiffany Li
Chair Emeritus: Atit Amin, CFA
Atit Amin, CFA, is an Associate at Pivot Investment Partners, a New York-based, FinTech-focused venture capital firm. In his role, he is tasked with evaluating late stage venture and growth equity types of financial services and financial technology businesses globally. Most recently, he co-led Pivot’s expansion into insurance technology, where the company has already made two successful investments in Gusto and Trov. Prior to joining Pivot in December 2015, Atit spent five years at CEB, an Arlington, VA-based management consultancy, as a Senior Research Analyst building out the firm’s financial services practice. There, he provided senior leaders at Fortune 500 firms and their teams with insight and actionable solutions to transform operations. From July 2013 to November 2015, Atit was also a member of the Boston Security Analysts Society, where he contributed to the growth and development of the Young Leadership Committee. He earned a BA, Cum Laude, in Economics and International Relations from Colgate University in May 2008, and as of August 2016, became a CFA Charterholder.
David Geng, CFA, is an Associate at Tiedemann Advisors, a privately-held Registered Investment Advisor which manages investment portfolios for high net worth individuals and families. As a member of the advisory team, David manages client relationships and is involved with all client investment and portfolio performance related matters. In addition to this role, David also works with the firm’s Chief Investment Strategist on asset-class valuations. Prior to joining Tiedemann, David earned a BS in Finance & Accounting from New York University’s Stern School of Business in 2011. David became a CFA Charterholder in October 2016 and is based in New York.
Rodrigo is an investment banking professional who works with clients in the power and renewable energy industry in the US and Latin America. Rodrigo has extensive experience in origination, structuring, valuation, due diligence, negotiation and documentation for M&A and Project Finance transactions. Rodrigo enjoys staying on top and discussing new trends in the clean energy and energy infrastructure space. Rodrigo is an advocate for education and actively volunteers to mentor high school and college students on career paths. Rodrigo graduated from University of Houston with a double major in Finance & Accounting and is fluent in Spanish. 
Alex W. Schumacher, CFA is the Manager of Finance and Regulation for Rally which is the first-of-its-kind platform where unique, high-value assets are securitized, split into shares, then offered as equity investments to users of all income levels. The mission: to democratize alternative asset investing by providing access, liquidity, and transparency to markets that have traditionally only been available to a select few.
Rohan Parikh, CFA, is a Director, Emerging Market Trading at Natixis CIB, the investment banking arm of French bank Groupe BPCE. He focuses mainly on trading fixed income instruments in Latin American countries during NY market hours. Prior to Natixis, where he started his trading career, he earned his Masters of Science in Mathematical Finance at Boston University in Jan 2014. While pursuing his masters, he worked at State Street Associates, a think tank research arm of State Street Corp., where he carried out research on credit risk in Latin American countries mainly Argentina and Brazil. Before his masters degree, he has also worked as a Credit Risk analyst in the Institutional SME group at CRISIL Limited, India’s largest credit rating firm. Rohan received his B.Eng. degree in Electronics & Telecommunication from University of Mumbai and is a CFA and FRM charter holder.
Danielle McKenna is an Analyst at Apis Capital Advisors, a long/short equity hedge fund. Danielle is a generalist focusing on small- and mid-capitalization stocks in domestic and international markets. Prior to Apis, Danielle was a Research Associate at Axiom Investors, a long-only investment manager based in Greenwich, CT, where she also focused on small- and mid-cap stocks. Danielle graduated from Bucknell University with a BA in Economics and became a CFA Charterholder in August 2017.
Tiffany is an FX and Rates Trading Support Associate at Credit Agricole, where she is responsible for trade lifecycle management, and delivering solutions to MO and FO to further automate and streamline internal processes to mitigate risk and enhance overall efficiency. Prior to joining Credit Agricole, she was a Business Support Analyst at Nomura supporting the Client Service Group with a focus on Regulatory Onboarding. Those responsibilities covered ISDA, Dodd Frank and FINRA regulatory rules for OTC derivative products. She also has buy-side experience having worked for an investment manager and having focused in Investor Relations, Due Diligence and Executive Support. Tiffany is a graduate of SUNY University at Buffalo, where she received her Bachelor of Arts in Economics in 2016.Upcoming Events & Meetings
Shifting public sentiment on cannabis is bringing the U.S. ever closer to significant federal legislation that would allow financial services firms to work with the cannabis industry.
The Young Leaders Group Career Fair Series offers members an exclusive opportunity to learn from and engage with leading firms across the global financial services industry as they look to strengthen their workforces.
Catch-up with your fellow Young Leaders Group members and make new connections in our upcoming Happy Hour on May 19!
The Young Leaders Group “Day in the Life” Career Event Series aims to provide members with targeted opportunities to meet other professionals in specific business functions in financial services, exchange ideas, as well as promote collaboration or possible career opportunities. The events include a panel discussion of speakers working in the focus industry and a networking session for members to get to know each other.
The Young Leaders Group “Day in the Life” Career Event Series aims to provide members with targeted opportunities to meet other professionals in specific business functions in financial services, exchange ideas, as well as promote collaboration or possible career opportunities. The events include a panel discussion of speakers working in the focus industry and a networking session for members to get to know each other.
The Young Leaders Group “Day in the Life” Career Event Series aims to provide members with targeted opportunities to meet other professionals in specific business functions in financial services, exchange ideas, as well as promote collaboration or possible career opportunities. The events include a panel discussion of speakers working in the focus industry and a networking session for members to get to know each other.
The Young Leaders Group “Day in the Life” Career Event Series aims to provide members with targeted opportunities to meet other professionals in specific business functions in financial services, exchange ideas, as well as promote collaboration or possible career opportunities. The events include a panel discussion of speakers working in the focus industry and a networking session for members to get to know each other.
The Young Leaders Group “Day in the Life” Career Event Series aims to provide members with targeted opportunities to meet other professionals in specific business functions in financial services, exchange ideas, as well as promote collaboration or possible career opportunities. The events include a panel discussion of speakers working in the focus industry and a networking session for members to get to know each other.
The Young Leaders Group “Day in the Life” Career Event Series aims to provide members with targeted opportunities to meet other professionals in specific business functions in financial services, exchange ideas, as well as promote collaboration or possible career opportunities. The events include a panel discussion of speakers working in the focus industry and a networking session for members to get to know each other.
The Young Leaders Group “Day in the Life” Career Event Series aims to provide members with targeted opportunities to meet other professionals in specific business functions in financial services, exchange ideas, as well as promote collaboration or possible career opportunities. The events include a panel discussion of speakers working in the focus industry and a networking session for members to get to know each other.