About This Group

Veterans Roundtable Group Videos

The Veterans Committee of CFA Society New York, (a.k.a. Veterans Roundtable) is a special interest group dedicated to supporting prior military service members through professional networking and finance education. Our mission is to establish the foundations from which military veteran members may better achieve leading positions in the financial world. We promote CFA Society New York and CFA Institute programs, while also being highly active in NYC regional and national-level veteran clubs and affairs. By being active supporters and participants in other veteran organizations, we are able leverage their networks, and broaden the reach of CFA Society New York and CFA Institute. Why have such a group? The ethical standards promoted throughout military services worldwide align with Code of Ethics and Standards of Professional Practice of the CFA Institute. Part of what attracts future generations of leaders to the military services is robust support groups that empower access the fullest range of post-military career options, including the highest levels of finance. Our membership is open to CFA Society New York members, CFA Charterholders, CFA program participants, active duty military service members, and interested persons dedicated to CFA Institute mission and values. We aim to meet at least six times a year for meetings/socials, hold a minimum of two CFA Society New York programming events per year, and actively participate in other veteran organizations at least six times per year.

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Chair: Won Palisoul, MA, MS, CFE

Immediate Past Chair: Lance Widner, CFA, CFP

Veteran Consultant, Airforce: Anthony Cipriano, D.M.D.

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