North Carolina Networking Cocktail Hour

North Carolina Networking Cocktail Hour

Charlotte, 31 March 2026 The North Carolina Committee welcomed members and guests from across the finance community for an evening happy hour in Charlotte’s vibrant South End district. The informal gathering provided an excellent opportunity to reconnect with peers,...
Credentials That Shape Finance Careers

Credentials That Shape Finance Careers

Pictured from let to right: Heather Goddard, CFP (Brighton Jones), Ashley King, MBA (MFS Investment Management), Shannon Vroman, CPA (Allspring Global Investments), Jacqueline Yang, CFA (Wellington Management), and Casey Ross, CFA (Wellington Management).  ...