Golden Gate University Celebrates Partnership with CFA Society San Francisco

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Left to right: Marty Dirks, GGU Adjunct Professor; Andrea Anthony, PhD – Finance and Economics Department Chairwoman, GGU; and Dr. David J. Fike – GGU President

Members of the Golden Gate University community — including Dr. David J. Fike, GGU President, and Gordon Swartz, Dean of GGU’s Ageno School of Business — gathered to celebrate a recent partnership between the University and the CFA Society San Francisco (CFASF). Starting this month, the CFASF’s Chartered Financial Analyst® (CFA) Program exam preparation courses will be taught live and in person at GGU.

Left to Right: Robert Scannell, CFA® – Adjunct Professor, GGU; Gordon Swartz, DBA – Dean of the Ageno School of Business, and Joseph Ori, CFA®, CPA – Adjunct Professor, GGU
Left to right: David Kaczorowski, CFA®, Program Manager for the CFASF/GGU partnership as well as Adjunct Professor and Academic Program Manager at GGU and Dr. David J. Fike, GGU President.

The partnership combines GGU’s long tradition of providing a world-class education to working professionals with CFASF’s depth in the industry and expertise in CFA® Program exam material. Since its founding in 1929, CFASF has led the finance profession by promoting the highest standards of ethics, professional excellence, and fellowship. Eric Geedey represented CFASF at the celebration.

Dr. Fike addressed the group and affirmed the value of the partnership to the local financial community. Dr. Swartz, himself a CFA® Program exam prep instructor, also offered his remarks. The remaining instructors for the prep courses are:

Andrea Anthony, PhD – Finance and Economics Department Chairwoman, GGU
David Kaczorowski, CFA® – Adjunct Professor and Academic Program Manager, GGU
Brock McDonald, CFA® – Blum Capital Partners
Curt Smith, CFA® – Strategic Investment Solutions
Dan Beck, CFA® – AXA Advisors, LLC
Jonathan Masse, CFA® – Financial Advisor, Merrill Lynch
Joseph Ori, CFA®, CPA – Adjunct Professor, GGU and Paramount Capital Corporation
Katherine Chen, CFA® – Adjunct Professor, GGU
Mariia Eroshin, CFA®, CPA, CFP – US Trust/Bank of America Private Wealth Management
Marty Dirks – Adjunct Professor, GGU and Litigation Consultant & Expert Witness
Peter Lou, CFA® – Senior Adjunct Professor, GGU
Raj Sharma – Adjunct Professor, GGU and Polestar Capital, LLC
Robert Scannell, CFA® – Adjunct Professor, GGU and formerly Tradewinds Advisors, LLC
Suren Mansinghka, PhD, CFA®, CFP – University of California, Irvine
Vincent Deluard, CFA® Global Macro Strategist at INTL FCStone Financial Inc.

About the CFP Program Exam Prep Classes

The CFA® Program exam preparation weeknight course starts on Tuesday, September 18th and the Saturday course begins on September 15th at GGU [map]. San Francisco Bay Area live CFA® Program prep courses are offered by GGU in partnership with CFASF. You can register now on the CFA Society San Francisco website.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

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