Message from the President

Dear Friends and Colleagues,

Zachary Reichenbach

The past eighteen months have presented all of us with a variety of challenges and obstacles. Our thoughts are with those who have been, and those who continue to be, affected by the COVID-19 pandemic. My fellow board members and I wish you and your families well.

For many, including me personally, the pandemic has reminded us of what is truly important. Silver linings include less work-related travel and more time with my wife and two daughters, a more consistent schedule allowing for a regular exercise routine and, yes, the occasional Netflix binge. I hope you, too, have been able to find some positives in an otherwise challenging time.

Here at CFA Society Baltimore, we executed on virtual programming to continue to deliver member value. While we missed seeing everyone at The Center Club, virtual event turnout on average exceeded our historical in-person numbers. As we begin to return to in-person events with our membership and the broader Baltimore community, we will continue to offer options for those who prefer to join us virtually.

This year’s Baltimore Business Review is the 13th edition and a continued hallmark of the society. We could not be prouder to partner with the Towson College of Business and Economics to deliver this publication again in 2022.

Many thanks are owed to Executive Director Robyn Osten for her tireless efforts and organization of all the society does, including this publication. Our editorial staff of Susan Weiner, alongside Qing Yan and Rachel Gordon from Towson University, collectively make this publication best-in-class. The design and detail orientation of Rick Pallansch and Chris Komisar from the Towson University Creative Services team is critical to bringing this project to life. Finally, thank you to all our authors and contributors. Your collective time and effort make this possible.

The CFA Society Baltimore originated in 1948 and serves over 750 members today. In a joint effort, the CFA Society Baltimore and its parent, 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 entire community’s benefit. In this publication, you can see the list of the top 10 employers of our society’s members.

I hope you enjoy this 13th edition of the Baltimore Business Review.

Dave Donahoo, CFA
President, CFA Society Baltimore