The Orlando Society currently has 111 members. The following is a breakdown by industry
and title.
|
CFA Charterholder Information |
Percent |
|
CFA charterholder |
83% |
|
Non-charterholder |
17% |
|
|
|
|
Industry Classifications |
Percent |
|
Broker Dealer, Investment Banking |
9% |
|
Commercial/Retail Banking, Bank Trust Departments |
32% |
|
Consulting Firm |
5% |
|
Corporate/Public Sponsor & Foundation/Endowment |
3% |
|
Insurance Company |
3% |
|
Investment Company/Mutual Fund |
20% |
|
Investment Management Counseling |
15% |
|
Other businesses including government, academic, and miscellaneous |
14% |
|
|
|
|
Titles and Occupations |
Percent |
|
Analyst, Equity & Fixed Income |
7% |
|
Analyst, Other |
7% |
|
CEO, Chairman, Partner, Principal |
7% |
|
Chief Investment Officer |
8% |
|
Investment Banker |
6% |
|
Investment Counselor |
9% |
|
Investment Firm Manager |
7% |
|
Portfolio Manager |
20% |
|
Sales/Marketing |
1% |
|
Securities Trader |
7% |
|
Other |
23% |