Young Leaders Group
About This Group
The Young Leaders Group focuses exclusively on creating an ecosystem for CFA Society New York’s millennial generation (university students, exam candidates, and recent charterholders) to develop their professional and leadership skills, facilitate in the building of new relationships, and cultivate an environment to learn from and work with one another. The group hosts quarterly socials, industry panel discussions, career development workshops, among other events, so to get involved either email [email protected] or join their LinkedIn Group to be added to the distribution list.
Chair: Maggie Wong, CFA
Vice Chair: David Geng, CFA
Vice Chair: Brant Cavagnaro, CFA, CFP
Vice Chair: Caroline Busby, CFA
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.
Upcoming Events & Meetings
The Young Leaders Group focuses exclusively on creating an ecosystem for CFANY’s millennial generation (university students, exam candidates, and recent charterholders) to develop their professional and leadership skills, facilitate in the building of new relationships, and cultivate an environment to learn from and work with one another.
A discussion by Roy Cohen about how job search has moved online and how this is likely to be a permanent change. Roy will present strategies for conducting a successful job search in this changed landscape. This will be followed by a Q&A period for attendees to inquire further for advice.
The Young Leaders Group focuses exclusively on creating an ecosystem for CFANY’s millennial generation (university students, exam candidates, and recent charterholders) to develop their professional and leadership skills, facilitate in the building of new relationships, and cultivate an environment to learn from and work with one another.