CAIA Philadelphia

The Philadelphia Chapter of the CAIA Association serves the alternative investment community in the Delaware Valley by promoting professional development and excellence to its members across the alternative investment spectrum.

Founded in 2016.

Welcome to CAIA Philadelphia.

The Philadelphia Chapter of the CAIA Association serves the alternative investment community in the Delaware Valley 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 Center City and the Main Line. The Chapter also benefits from cooperation with other relevant organizations such as the CFA Society Philadelphia and the Mid-Atlantic Hedge Fund Association. 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.

 

Senior Client Portfolio Manager, Pacific Funds
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Chief Investment Officer, Haverford College
Director, Portfolio Management, Zeke Capital
Financial Advisor, Grant Street Asset Management
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Managing Director, Investments, Mill Creek Capital
Director, RIA, Family Office & Bank Trust, Hartford Funds
Director, Forbes Family Trust & LGL Partners
National Sales Manager, Institutional & Platform Sales, Resolute Investment Managers
Vice President, CBRE Investment Management