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NYSSA Announces June 2011 CFA Scholarship Winners

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NYSSA is pleased to announce the winners of the June 2011 CFA Exam Scholarship Program. Recipients were selected based on experience and/or interest in the investment profession, ethical standards, and commitment to NYSSA and CFA Institute. All scholarship winners receive a free weekly review course from NYSSA and a credit allowance for additional learning materials from Schweser. In addition, CFA Institute will refund the CFA examination and registration fees (less a $225 exam registration administrative fee). NYSSA offers up to five scholarships in both the fall and spring to New York area CFA candidates of all levels. 


Leonid Faleev, a CFA Level III Candidate, is currently pursuing an MBA degree in investment management and public accounting at Pace University. While working as an assistant editor of the American Economist to finance his graduate studies, he serves as the president of the Lubin Graduate Society and the Alpha Rho Chapter of Omicron Delta Epsilon Honors Society in Economics. Leonid is also the captain of the research team that represents Pace University at the Investment Research Challenge (IRC) organized by NYSSA and the CFA Institute this year. When asked about the reasons he wants to achieve the CFA Charter, he noted that “participation in the CFA Program is very descriptive of the candidate’s commitment and dedication to excellence, as well as the willingness to challenge him- or herself to excel in the finance profession. Additionally, a unique balance of theoretical and practical concepts of the CFA curriculum develops a strong analytical mindset that is exceedingly helpful in both scholastic and professional careers.”

Leonid FaleevMarvin François, a Level II candidate, graduated from Boston College in 2008, where he studied finance and music. Post college, Marvin spent two years aiding the efforts of a start-up consulting firm in Boston’s Financial Distric,t delivering advisory services to Fortune 500 companies and the United States government. During this same time period, Marvin enjoyed a successful career in the real estate industry. Throughout college, Marvin developed a strong interest in social entrepreneurship. His insatiable passion for others and growing interest in social entrepreneurship prompted his later decision to leave the private sector to pursue a master’s degree in public administration at New York University’s Robert F. Wagner Graduate School of Public Service. Marvin is entirely convinced that the value of the CFA designation transcends the investment industry. Thus, coupled with his finance background and public administration degree, Marvin believes the CFA designation will advance his career in social entrepreneurship by providing him with an exceptional skill set, allowing him to use the tools of corporate America to achieve social ends both domestically and abroad.

Jimmy-HuangJimmy Huang, candidate for the CFA Level III exam, recently graduated from Lubin School of Business at Pace University with an MBA degree in investment management. Currently he is an equity analyst intern at Diamond Oak Capital Advisors, an investment advisory company. Through past work experiences, he gained in-depth knowledge of the financial market and realized he has a passion for portfolio management. Jimmy believes that pursuing the CFA designation is an important qualification to his career not only because it has improved his analytical skills but also because it has raised his ethical standards.


Olivia PerkowskiOlivia Perkowski, a Level II candidate, recently graduated from Baruch College with a bachelor’s in finance, after taking the Level I exam during her senior year. She has worked in various internships within the financial services industry. “There are two characteristics which I feel every existing or aspiring finance professional should possess: an unwavering commitment to ethics and to strive towards expert knowledge in the subject. The CFA exam covers a broad array of topics, and I feel it provides a finance professional with the various tools and ethical guidelines needed to better serve their clients. I am now excited about moving on to the material in Level II and gaining a deeper understanding in the subject.”

June Frances WongFrances Wong holds a bachelor’s degree in materials science and engineering from MIT and an MBA from Columbia Business School. Before business school, she did lab research at a nanotech start-up developing diagnostic tests, and is currently seeking to switch careers into biotech equity research. She feels that studying for the CFA designation will give her the relevant and practical financial knowledge she will need to succeed in investment management, while access to the CFA community will give her the preparation and guidance to face and effectively resolve any potential ethical dilemmas and to operate at the highest levels of integrity.

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