Dear Colleagues and Friends,
It gives me great pleasure to share with you the eleventh edition of the Baltimore Business Review. This publication represents a critical partnership between the business and academic communities in Baltimore and its surrounding metropolitan areas. CFA Society Baltimore is incredibility fortunate to have a great partnership with the Towson College of Business and Economics to make this world-class publication possible.
This publication would not be possible with the help and support of our publication team. I want to thank the editorial staff of Farhan Mustafa, CFA, from CFA Society Baltimore and Jian Huang and Lijing Du from Towson University. I want to also think the many 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 incredibly valuable.
The CFA Society Baltimore originated in 1948 and currently serves over 750 members today. In a joint effort, the CFA Society Baltimore and its parent company, the CFA Institute, work to promote and advocate the principles of the CFA program. The society proudly leads the investment community and other finance related communities by promoting the highest standard of ethics, education, and professional excellence for the benefits of the entire community. In this publication, you can see the list of the top ten employers of our society’s members.
In recent years, the CFA Baltimore Society has made concerted efforts to expand its outreach beyond the investment community. Our vision for the society is to expand membership into other accounting and related finance professionals, including but not limited to, financial advisors, registered investment advisors, accountants, lawyers and actuaries. Membership to the CFA Society Baltimore is open to all professionals dedicated to these standards and we welcome you to attend future CFA Society Baltimore events.
The CFA Society Baltimore works hard to create informative education, networking and soft skills training programs for our current and prospective members. We strive to provide content that is timely and provide updates on current events in the financial services profession.
I hope you enjoy this publication and find its content engaging and thought provoking. As always, we 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.
Zachary C. Reichenbach, CFA, CPA/ABV/CFF
President, CFA Society Baltimore