CFA Society of Jacksonville
Quarterly Newsletter 3rd Quarter 2006
Congratulations to our New Board for the Year 2006-2007
President: Joseph T. Janocko, CFA
Vice President-Public Awareness Chair: John Suddeth, Jr., CFA
Treasurer: David A. Furfine, CFA
Secretary: Fred Briggs, CFA
Director-Program Chair: Chris Rea, CFA
Director-Advocacy Chair: William Laird, Jr., CFA
Director-Education Chair: Christie J. Zarkovich, CFA
Director-Job Placement Chair: June L. Lundy
Director-Membership Chair: Carlos Herrero, CFA
Director-Past President: Eric P. Zarkovich, CFA
Our Website has a New Domain Name
Please visit our new easier to find website (www.cfajacksonville.org). This newly registered domain name is a direct link to our site attached to the CFA Institute’s website. The domain name was established to make for easier access to our site for our membership as the path through the CFA Institute’s site was somewhat time-consuming.
CFAI Fall Information Sessions
On September 11, 2006, Christie Zarkovich, Eric Zarkovich and Carlos Herrero held an information session at the University of Florida. After a short presentation covering the CFA Institute, the CFA Society of Jacksonville, and the CFA Program, an informal Q&A session was held where the students inquired about a wide range of topics including tips on studying for the CFA exams as well as general career advice. About 20 students from the MBA and MSF graduate programs were in attendance, with most stating they were planning on taking the Level 1 exam in June.
A similar information session was held in Jacksonville on 9/20 for local candidates. Future information sessions are being planned for early next year for candidates taking the CFA exam in June.
Job Placement
Please review the below job listing provided by one of our members. Please contact Jeff Camarda (904-278-1177) at Camarda Financial Advisors should you have interest in either of the below opportunities. Please contact our Job Placement Chair, June Lundy 904-489-3068 should you have any opportunities at your company that you would like our membership to review.
Senior Analyst (Orange Park, FL)
Requirements: CFA Charter required, MBA (3.0+) strongly preferred
Compensation: Commensurate with experience and local job market; benefits, company profists & equity sharing.
Duties: Administration of Camarda’s proprietary ISIS investments process, Trading algorithm development and administration, write markets/economic “lite” research reports for client communications and marketing, strategic corporate business development (non sales/account development)
Associate Advisor/Senior Vice President-Investments (Orange Park, Pote Vedra, Amelia Island)
Requirements: 4- year degree (3.0+) required, CFA charter, CFP/ChFC, MBA preferred
Compensation: highest incentive compensation in industry, benefits, company profits & equity sharing
Duties: Retail and new business development, New clients’ accounts development: prospect, close and service accounts.
Scholarships Available
The CFA Society of Jacksonville will be offering scholarships for the June 2, 2007 exam to all level of candidates. Applications for the scholarships, which pay for the exam registration fee, will be distributed to all registered candidates in December and posted on the local society website.
Survey Upcoming
In order to ensure that we are continually improving as a Society and serving our membership, we will be forwarding a survey next summer which will focus on areas of strength and areas which need improvement within the local Society. Please keep an eye out for this survey as your input is valuable!
Upcoming Programs
Wednesday, November 15, 2006
Event: Charter Ceremony & UNF-Osprey Investment Management Program
Place: Maggiano’s Little Italy
Time: 12 Noon
Cost: $13 for members and $16.00 for non-members
Tuesday December 5th, 2006
Event: 2nd Annual CFA Society of Jacksonville Holiday Social
Place: Epping Forest Yacht Club
Time: 6PM
Cost: Free
Please contact Bill Laird, Director of Advocacy (904-360-1630) with feedback regarding our Quarterly Newsletter or should you have a submission that you would like to include in a future newsletter.