Emerging Leaders Mixer & Career Panel
Join CFA Society Hartford for our Emerging Leaders Networking Mixer & Career Panel on Thursday, April 23, 2026 at Boqueria in West Hartford. -SPACE IS LIMITED TO 30 REGISTRANTS

This special evening marks the first event for our newly launched Emerging Leaders group, bringing together early-career professionals and experienced leaders in the investment community. Enjoy meaningful networking, career insights from industry professionals, refreshing drinks, and great food in a relaxed setting.

Whether you're looking to grow your network, gain practical career advice, or connect with peers and mentors in finance, this event is a great opportunity to engage with Hartford’s investment community.

We look forward to welcoming the next generation of leaders!

Boqueria West Hartford
Located in the heart of Blue Back Square, Boqueria brings the vibrant energy and flavors of a traditional Barcelona-style tapas bar to West Hartford. The lively, modern space is known for its authentic Spanish small plates, including favorites like paella, jamón ibérico, seafood dishes, and house-made churros, all designed to be shared and enjoyed with friends or colleagues.

Guests can also enjoy a curated selection of Spanish wines, craft cocktails, and sangría, creating a warm and social experience that blends Spanish hospitality with a stylish, contemporary atmosphere. With its energetic ambiance and focus on shared plates and conversation, Boqueria is the perfect setting for networking events in downtown West Hartford.


Cost to Attend
CFA Society Members attend for FREE. Add a guest for $10.00
CFA Candidates $10.00
Non-Members may attend for $30 per person
LOCATION
Boqueria West Hartford
46 S Main St, West Hartford, CT 06107
Date & Time
Thursday, April 23, 2026
5:30 PM - 8:00 PM
SPONSORED BY
Career Panel
MODERATOR
Kelly M. Sweppenhiser, CFA, CAIA
 
Senior Director | Consultant Relations
Vanguard
LinkedIN
Kelly is a Senior Director in Consultant Relations within Vanguard Workplace Solutions.  He partners with key investment and benefit consultants nationally to strategize on shared client goals and solutions.  Kelly has served personal and professional investors in various roles as both an individual contributor and a leader since joining Vanguard in 2007.  Kelly earned a B.A. in economics and business from Virginia Military Institute and an M.S. in financial services from Saint Joseph's University.  He is an active member of the CFA Society Chicago, a Chartered Financial Analyst charterholder, and a Chartered Alternative Investment Analyst (CAIA) charterholder.  He holds FINRA Series 7, 24, and 63 licenses.  Outside of work, Kelly enjoys volunteering on Nonprofit boards.  He is currently and elder and board member at Connection Church in Pottstown, PA and also the President of the Virginia Military Institute Athletic Endowment board.
PANELIST
Brian Miller, CFA®, CFP
Senior Investment Specialist
Vanguard
LinkedIN
Brian is a senior investment specialist on the Multi-Asset Solutions Team in Vanguard Portfolio Review Department. He leads the oversight and product management for Vanguard Target Retirement Funds, Vanguard LifeStrategy Funds, and other multi-asset solutions. He also partners with Vanguard's Investment Strategy Group and Investment Management Group on portfolio construction, asset allocation, and implementation research and is a member of its Multi-Asset Investment Council. Before joining Vanguard, he spent 13 years at BlackRock, most recently acting as a portfolio strategist for the BlackRock Global Allocation Fund. Brian earned a B.S. in information sciences and technology from The Pennsylvania State University. He is a CFA® charterholder and Certified Financial Planner™. He also holds FINRA Series 7 and 63 licenses.
PANELIST
Anne Space, CFA®
YHB Investment Advisors, Inc.
Chief Executive Officer
LinkedIN
Anne A. Space, CFA, began her career in investments in 2001, as a commercial mortgage analyst at CIGNA Investment Management. Before joining YHB as a Senior Portfolio Manager in 2018, she was a Director of Asset Management at UBS Real Estate & Private Markets, where she managed over $800 million in U.S.-based investments held in various open-end real estate equity and debt funds. She also worked as an Assistant Vice President in real estate investments at Hartford Investment Management Company, a division of The Hartford, where she analyzed and sourced investments for the insurance company’s investment portfolios. She assumed leadership at YHB upon becoming the Chief Executive Officer in 2024.  Anne graduated magna cum laude with a BS in applied economics and management from Cornell University in Ithaca, New York. She also earned an MBA with distinction from the Samuel Curtis Johnson Graduate School of Management at Cornell, where she was a Roy H. Park Leadership Fellow. She enjoys being outdoors, on the water, gardening, watching her children play youth sports, and generally being active. Anne and her husband have two sons and reside in Glastonbury, Connecticut.
The CFA Society Hartford pays for the events on a per person basis based on the number of RSVPs received. If a member RSVPs that they will be attending and does not attend, CFA Society Hartford must still pay for that person. In many instances, this adds up to hundreds of dollars per event. Please be sure to cancel your reservation as soon as possible if you later realize you will be unable to attend.
 Join us on April 23rd  
We look forward to having you attend!

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