CAIA Pennsylvania

The Pennsylvania Chapter of the CAIA Association serves the alternative investment community throughout the state by promoting professional development and excellence to its members across the alternative investment spectrum.

Founded in 2016.

Welcome to CAIA Pennsylvania.

The Pennsylvania Chapter of the CAIA Association serves the alternative investment community throughout the state by promoting professional development and excellence to its members across the alternative investment spectrum. Chapter events will present well-known experts in their respective fields who can share their knowledge. In addition to building professional relationships, the Chapter seeks to create a sense of community among the members through social gatherings which rotate between locations in the greater Philadelphia, Pittsburgh and Harrisburg areas. We welcome you as a member and participant in our mission, and look forward to seeing you at a future event.



Many Chapter events are open to all financial professionals. Learn more about the CAIA exams.

Director, Artisan Partners
Director, Capital Markets, Centersquare
Managing Director, Portfolio Manager, FFT Wealth Management
Managing Director, Investments, Mill Creek Capital
Director, RIA, Family Office & Bank Trust, Hartford Funds
Senior Vice President, Head of Distribution, Resolute Investment Managers
Senior Investment Strategist, Vanguard Investment Strategy Group
Director, Forbes Family Trust & LGL Partners