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Geneseo Competes in the 2022 CFA Western New York Regional Competition

2022 CFA Competition Team photo

The CFA Institute is the leading association of investment management professionals, and its CFA designation is globally recognized as a “gold standard” certification, analogous to the CPA in accounting. Each year the Institute sponsors a Research Challenge, in which student teams prepare an original, in-depth piece of sell-side research on a designated publicly traded company. The Challenge is the premier scholastic competition for aspiring equity analysts, and includes an evaluation of the subject company’s operating strategy, a complete financial model and forecast, and multiple valuation studies. The competition also requires a thorough investigation of Environmental, Social and Governance (ESG) practices.

Geneseo’s second-place finish in the 2022 Western New York regional competition put it ahead of graduate and undergraduate teams from Syracuse, Rochester, Buffalo and several other SUNY and private colleges. First-place honors went to arch-rival Canisius College. Ever resilient, Geneseo Finance, Accounting and Economics majors are already laying the groundwork for the 2022-23 competition. This year’s team consisted of Economics major Kya Primm, and Accounting Majors Jack Atkinson, Nick Matzelle and Sean McClellan. Kya returns to Geneseo next year as a senior. Sean will pursue a Masters at Notre Dame, and Jack returns to Geneseo as a student in our MS Accounting. Nick will be working in finance, most likely in NYC.