The second of three USF SIC's CFA Sessions begins!Â
Are you a Business major? Familiar with CFA, CFP, CPA, or a MBA? Not sure what they are or want to learn more about them? These sessions will not only help you learn more about them but you will hear from real-life financial analysts who have many years of experience to tell you exactly what it's like.Â
https://www.facebook.com/events/1140931089363451/
Our guest speakers:
Michael R. Vogel - Certified Financial Planner, Professional Chartered Financial Analyst, Member of the CFA Society of San Francisco. Michael obtained his B.S. in Managerial Economics at University of California, Davis. He is currently a Portfolio Manager, running private client portfoloi management services at GenCap Portfolio Management. Prior experiences include invesment management at Paine Webber, Sutro & Co., Piper Jaffray, and Fidelity Capital Markets.
Stephen Bradley - CEO, Founder & Portfolio Manager. Stephen obtained his M.S. in Financial Analysis at the University of San Francisco. He is currently a Senior Portfolio Manager running private client portfolio management services at GenCap Portfolio Management. Prior experiences include investment analysis and management at Quantum Capital Management.
Terry Luk é™†è€€æƒ - Certified Financial Planner, Professional
Enrolled Agent. Terry obtained his B.S. in Actuarial Science at the University of Toronto. He is currently a financial consultant running an independent tax and financial consulting practice called Actuar-Pi Wealth Management, LLC, which offers comprehensive strategic planning in financial and real estate investment and risk management. Prior experiences include Financial Consultant at Charles Schwab, Inc. and early career as Actuary in the insurance industry.
This is an event you don't want to miss! Sign up here:Â https://www.eventbrite.com/e/overall-intro-to-career-path-of-cfacfp-and-mba-in-san-francisco-tickets-32998940720.Â
We hope to see you there! The event will be held at USF's Main Campus in LONE MOUNTAIN 100.
The second of three USF SIC's CFA Sessions begins!Â
Are you a Business major? Familiar with CFA, CFP, CPA, or a MBA? Not sure what they are or want to learn more about them? These sessions will not only help you learn more about them but you will hear from real-life financial analysts who have many years of experience to tell you exactly what it's like.Â
https://www.facebook.com/events/1140931089363451/
Our guest speakers:
Michael R. Vogel - Certified Financial Planner, Professional Chartered Financial Analyst, Member of the CFA Society of San Francisco. Michael obtained his B.S. in Managerial Economics at University of California, Davis. He is currently a Portfolio Manager, running private client portfoloi management services at GenCap Portfolio Management. Prior experiences include invesment management at Paine Webber, Sutro & Co., Piper Jaffray, and Fidelity Capital Markets.
Stephen Bradley - CEO, Founder & Portfolio Manager. Stephen obtained his M.S. in Financial Analysis at the University of San Francisco. He is currently a Senior Portfolio Manager running private client portfolio management services at GenCap Portfolio Management. Prior experiences include investment analysis and management at Quantum Capital Management.
Terry Luk é™†è€€æƒ - Certified Financial Planner, Professional
Enrolled Agent. Terry obtained his B.S. in Actuarial Science at the University of Toronto. He is currently a financial consultant running an independent tax and financial consulting practice called Actuar-Pi Wealth Management, LLC, which offers comprehensive strategic planning in financial and real estate investment and risk management. Prior experiences include Financial Consultant at Charles Schwab, Inc. and early career as Actuary in the insurance industry.
This is an event you don't want to miss! Sign up here:Â https://www.eventbrite.com/e/overall-intro-to-career-path-of-cfacfp-and-mba-in-san-francisco-tickets-32998940720.Â
We hope to see you there! The event will be held at USF's Main Campus in LONE MOUNTAIN 100.
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Date/Times:
2130 Fulton Street, San Francisco, CA 94117
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