CFA Society Dayton

03/10/2026

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02/21/2026

Please join us in welcoming our new dean, Dr. Rajneesh Suri!

Dr. Suri joins us from Drexel University, where he led innovative academic–industry partnerships that connected students and faculty with applied research, professional training, and real-world experiential learning. His work focused on building strong collaborations with corporate, nonprofit, and community partners to expand opportunities and impact.

A nationally recognized marketing professor and researcher, Dr. Suri brings award-winning teaching, expertise in consumer behavior, and industry experience with organizations like McKinsey & Company and Unilever. With academic credentials from University of Illinois Urbana-Champaign, Indian Institute of Management Calcutta, and University of Delhi, he combines world-class scholarship with real-world business experience.

Dr. Suri will begin his role as dean on July 1, 2026.

01/10/2025

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09/24/2024

Send a message to learn more

09/09/2024

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07/12/2024

We're happy to introduce new members of the Dayton Society Leadership Board:

Vice President
Ajay Badlani
LinkedIn: https://www.linkedin.com/in/ajay-badlani-60a47757/

Membership Chair
Erin Hawk, CFA®
LinkedIn: https://www.linkedin.com/in/erin-hawk-cfa-759159144/

Education Chair
Jonah Sandler, CFA®
LinkedIn: https://www.linkedin.com/in/jonahsandler/

Treasurer
Matt Heitman, CFA®, CFP®
LinkedIn: https://www.linkedin.com/in/matthew-e-heitman/

03/14/2024

03/07/2024

The Engineer’s Club of Dayton. This beautiful, historic Dayton iconic landmark was a wonderful venue for this year’s CFA Society Dayton Economic Forecast Round-table Dinner.

02/09/2024

2024 Economic Outlook / Roundtable Dinner
Wednesday, March 6, 2024
At the Engineers Club of Dayton6:30 -9:00 p.m.

For More Information and Registration:

https://cvent.me/mBVlka

09/15/2023

Please join us at the NCR Country Club on Wednesday 9/27 for our September Luncheon as we welcome guest speaker, Dr. Amy Fletcher with her presentation, "Regenerative AI," (ie Chat GPT) and the future of financial industry/advice."

Learn More and Register:

CFA Society Dayton has a special guest for our December luncheon. It is with great enthusiasm that we welcome Chief Economist Dr. Anthony Chan. Dr. Chan will present his Economic Outlook in light of the recent election.

09/05/2023

CFA Society Dayton is busy planning our 2023/2024 member year events. Our annual Kick-Off dinner is one of our best events of the year. This is an event where we have dinner with area college students, who are interested in Finance. They get an opportunity learn about the CFA Charter and get to network with our members and guests to learn about how they got started and how they grew in their careers. You won't want to miss it.

Please SAVE THE DATE on your calendar September 21 from 6-9 p.m.

08/03/2023

Luncheon: August 16, Noon - 1 at NCR Country Club
We are excited to start our luncheon schedule this year by welcoming our first guest speaker, Cayla Seder. Cayla is a Macro Multi-Asset Strategist with State Street. She will discuss the medium term macro outlook regarding inflation and recession risks. She will give an inflation update, where progress is being made and where do we see signs of persistent price stickiness. She will also speak about where to look for opportunities in current equity markets.

Read More and Register:
https://cvent.me/zEPyn3