Dear Colleagues and Friends,
President, CFA Society Baltimore
It gives me great pleasure to share with you the tenth edition of the Baltimore Business Review. This publication represents an important partnership between the business and academic communities in Baltimore and its adjoining metropolitan areas. CFA Society Baltimore is grateful to have such a great partner in the Towson College of Business and Economics to make this world-class publication possible.
I want to thank the many individuals who have worked tirelessly to bring this issue to reality. I want to thank the editorial staff of Farhan Mustafa from CFA Society Baltimore and Jian Huang and Lijing Du from Towson University. I would also like to extend a special thank you to many of the contributors to this year’s edition and to Rick Pallansch and Chris Komisar from the Towson University Creative Services team. Your time and efforts are warmly appreciated.
The CFA Society Baltimore traces its history back to 1948 and serves over 750 members today. The society proudly leads the investment community locally by promoting the highest standard of ethics, education, and professional excellence all for the benefit of our community. Participation and membership in the CFA Society Baltimore is open to all professionals dedicated to these standards. Adjacent to this message, you can see a list of the top ten employers of our society’s members.
While CFA Society Baltimore advocates and promotes the principles of the CFA program, we are a professional organization. Our vision for the society includes expanding membership to other finance-related and non-finance professional, including financial advisors, registered investment advisors, accountants, actuaries, and lawyers, just to name a few. Living in Smaltimore, we hope to create a mutually beneficial organization and learn from one another, best serve our respective clients, and advance our professional careers and personal networks.
We at CFA Society Baltimore work hard to create valuable educational, networking, and soft skills training programs for our membership and future members. We hope to engage in conversations about timely topics and trends impacting the financial services industry. We cordially invite you to join us at one of our frequent speaker events or our upcoming Future of Finance Conference.
Please enjoy this excellent publication. As always, we would welcome your feedback and insights. To learn more about how CFA Society Baltimore can help support your career and professional network, please visit our website or find us on social media.
Mark J. Andrusis, CFA
President, CFA Society Baltimore