JOURNEY ADVISORY GROUP’S ERIC PETTWAY NAMED PRESIDENT OF CFA SOCIETY CINCINNATI

Industry Veteran to Lead Cincinnati and Northern Kentucky Society

Cincinnati, OH and Covington, KY – September 27, 2021 – Journey Advisory Group, a locally-based registered investment advisory (RIA) firm, announces the appointment of its Chief Investment Officer, Eric Pettway, CFA, to the position of President of the CFA Society Cincinnati. As President, Mr. Pettway will provide professional oversight to the CFA Society Cincinnati’s 500+ members in the areas of ethical and professional standards within the investment industry, encourage ongoing professional development, facilitate an open forum for the local investment community and help to create awareness of the CFA designation. 

“It is truly an honor to serve along with an exceptional group of peers to drive the important work of the CFA Society Cincinnati,” noted Mr. Pettway, “I am excited to help grow the investment management acumen and resources in our region and look forward to working with my fellow CFA Society Cincinnati members.” CFA Society Cincinnati is a membership organization that is an affiliate of the CFA Institute, a global, non-profit organization of financial analysts, portfolio managers and other investment professionals. The Chartered Financial Analyst designation, or CFA charter, is widely considered the investment profession’s most rigorous credentialing program. Less than one in five candidates who begins the comprehensive program successfully becomes a CFA charterholder.

As Chief Investment Officer for Journey Advisory Group, Mr. Pettway is responsible for strategic oversight of client portfolio assets, development of investment strategies and reducing risk in clients’ portfolios.  Eric has spent over twenty years in the investment industry and has been a Senior Portfolio Manager and Analyst for high and ultra-high net worth individuals and their families, as well as foundations and endowments.  Beyond his leadership role with the CFA Society Cincinnati, Mr. Pettway is a member of the Investment Committee for 4C for Children, a member of the Finance Committee for Saint Ursula Academy, serves on the Reese Fund Investment Board at Indiana University’s Kelley School of Business and is a Committee Chair of the Rotary Club of Cincinnati.

About Journey Advisory Group

Journey Advisory Group provides investment management and financial planning services designed to enrich clients’ lives. With offices in Kentucky, Ohio, California and Texas, Journey Advisory Group provides nationwide services to individuals, families and organizations that are locally rooted. Journey Advisory Group is an SEC Registered Investment Adviser. To learn more about Journey Advisory Group, visit www.journeyadvisory.group.

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