CFA Society Alabama

A Member of the CFA Institute Global Network of Societies


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 CFA Society Alabama



CFA Society Alabama promotes ethical and professional standards within the investment industry, encourages professional development through the CFA Program, and facilitates the open exchange of information and opinions.

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 Congratulations to New Charterholders!



 Monthly Meeting - October 17th, 2019

Please join us for our next society luncheon at the City Club on Thursday October 17th from 11:30am until 1:00pm. Our guest speaker will be Wes Gray, PhD. 

Wes Gray, PhD, Alpha Architect LLC


After serving as a Captain in the United States Marine Corps, Dr. Gray earned an MBA and a PhD in finance from the University of Chicago where he studied under Nobel Prize Winner Eugene Fama. Next, Wes took an academic job in his wife's hometown of Philadelphia and worked as a finance professor at Drexel University. Dr. Gray's interest in bridging the research gap between academia and industry led him to found Alpha Architect, an asset management firm dedicated to an impact mission of empowering investors through education. He is a contributor to multiple industry publications and regularly speaks to professional investor groups across the country. Wes has published multiple academic papers and four books, including Embedded (Naval Institute Press, 2009), Quantitative Value (Wiley, 2012), DIY Financial Advisor (Wiley, 2015), and Quantitative Momentum (Wiley, 2016).

Dr. Gray currently resides in the suburbs of Philadelphia with his wife and three children.​

 Monthly Meeting: November 14th, 2019

Please join us for our next society luncheon at the City Club on Thursday November 14th from 11:30am until 1:00pm. Our guest speaker will be Fred Meissner.

Fred Meissner, CMT - The FRED Report  

Fred Meissner, CMT is the founder and President of The FRED Report. His professional
career spans 36 years in the investment business. He has a multifaceted background
encompassing market analysis, trading strategies/portfolio management and business
development/relationship management in diverse environments. He is known as a
creative and intuitive thinker who leverages extensive knowledge of financial markets
and economic trends to consistently generate significant profits. A team builder and
leader who has a track record of successfully guiding groups towards organizational
goals, Fred has high multicultural awareness and knowledge of international business
practices acquired through extensive travel and education abroad.

 Recent Event Coverage

​​- At our April 2019 luncheon we were thrilled to have hosted as speaker Patrick Higgins, ​economist ​​at the Federal Reserve Bank of Atlanta. Mr. Higgins helped to launch the Atlanta Fed's GDPNow​​ forecast, a public real-time estimate of GDP growth. Thanks to all who attended this great event!

photo of Patrick Higgins
- We had a great evening at our 2019 Annual Forecast Dinner, and we are so thankful for our partners who helped make this a truly special event. CFA Society Alabama is also honored to have hosted as speakers our friends Paul Smith, CFA, President and CEO of CFA Institute, Dubravko Lakos-Bujas of JPMorgan, and Tobias Levkovich of Citi.
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 Future State of the Investment Profession

​Read more about our latest study—the Future State of the Investment Profession.


 ‭(Hidden)‬ CFA Society Minnesota 2016 Financial Compensation Survey


 Who Is CFA Institute?

CFA Institute is a global, nonprofit member organization of financial analysts, portfolio managers, and other investment professionals.

 Upcoming Events

Monthly Luncheon - Wes Gray

11:30 AM - 1:00 PM

 CFA Institute Enterprising Investor Blog

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 Contact Us

CFA Society of Alabama
Andy Webb, CFA​