
Striving to further the profession with diverse opportunities in continuing education, advocacy, ethics awareness, and networking.
Ross Overline is the Co-Founder and CEO of Scholars of Finance, a nonprofit that brings together top finance executives to inspire character and integrity in undergraduate students entering finance
He has held roles spanning Equity Research at Piper Sandler to serving on the leadership team standing up SoFi’s banking division. He has launched businesses, owned $10M+ budgets, and project/program managed 100+ teammates in various management positions.
He believes that in today’s society, responsible finance, values-based leadership, and effective education are critical to the development of a better world. As such, he is committed to transforming the financial system with his team at Scholars of Finance.
Presenter(s): Julie Dahlquist, Ph.D., CMT, Ross Overline, J. Cody Tafel, CMT, CAIA, Craig W. Johnson, CMT, CFA, Katie Stockton, CMT
Presenter(s): Julie Dahlquist, Ph.D., CMT, Ross Overline, Katie Stockton, CMT, J. Cody Tafel, CMT, CAIA, Alvin Kressler, Craig W. Johnson, CMT, CFA