CFA Institute Research Challenge

The Department of Finance will mentor an Elon undergraduate student team to compete in the annual global CFA Institute Research Challenge (CFA IRC).

The CFA (Chartered Financial Analyst) charter is the designation of excellence in the investment community. Details of the CFA program and charter are available on the CFA Institute website, while further information on the CFA IRC is available here.

Students interested in participating should submit the following:

  • A short (1-2 single-spaced page) statement of interest highlighting written, quantitative, and presentation skills.  Also, include a list of upper-level finance classes already taken, and your proposed course schedules for the upcoming fall, winter, and spring semesters,
  • A copy of your Elon University transcript (including declared majors and minors)
  • An updated resume.

Applications for the team will be accepted starting March 1 and are due April 15. Contact Dr. Neeraj J. Gupta, CFA in KoBC 222 for further details. Students selected for the team will be notified by email shortly after the deadline.

Past CFA IRC Team Members

CFA IRC 2015
Jeff Baldetti
Jessica Petrillo
Connor Rice
Kenneth Straub
Kaela Wnorowski


CFA IRC 2014
Welsford Bishopric
Matt Feldman
Peter Fox
Erica Green
Tayler Sirabella
JD Thomson

CFA IRC 2013
JP Riley
Paul Robinson
Brian Sharnsky
Christian True
Justin Wanner


CFA IRC 2012
Andrea Brooke
Alex Dempsey
Chris Kilgore
Andy Matz
Brad Schwartz
Greg Speake


CFA IRC 2011
Dylan Ketcham
Kaitlin Marvin
Kara Moore
Ryan Rosati
Matt Verboon