CFA Society Alabama

A Member of the CFA Institute Global Network of Societies



 CFA Society Alabama


2945465820_d38a2ba04f_q.jpgCFA 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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 ‭(Hidden)‬ Monthly Meeting: November 9th, 2017

Please join us for our next society luncheon at the Harbert Center on Thursday November 9th from 11:45am until 1:00pm. Our guest speaker will be Oakworth Capital CEO Scott Reed.

Scott Reed, CEO - Oakworth Capital  

Mr. Reed is responsible for the overall growth, profitability, and strategic direction for Oakworth Capital Bank. He previously worked 16 years with Regions Financial Corporation. While at Regions, he served as Central Alabama Group President with responsibility for overall profitability of banking and ancillary operations of a $7 billion business unit. Mr. Reed also served as Chief Administrative Officer for Strategic Planning for Regions Financial Corporation, Retail Executive for Central Alabama, and Head of Business Banking for Birmingham, Alabama. He is founder and president of the Robert E. Reed Gastrointestinal Oncology Research Foundation and is a member of the Southern U.S. Region of the Young Presidents Organization (YPO).


 2018 Forecast Dinner, February 6th, 2018, Barber Motorsports Museum

Registration for the event is now open! Please register today using this form. 

CFA Alabama 2018 Forecast Dinner reg form.pdf​​​​​​​​​​​​​​​​​​​​​​​​​​




Jeffrey Sherman, CFA
Deputy Chief Investment Officer, DoubeLine

Mr. Sherman joined DoubleLine in 2009, currently serves as the Deputy Chief Investment Officer and is a member of DoubleLine's Executive Management and Fixed Income Asset Allocation Committees. He additionally, serves as a portfolio manager for derivative-based and multi-asset strategies. Prior to DoubleLine, he was a Senior Vice President at TCW where he worked as a portfolio manager and quantitative analyst focused on fixed income and real-asset portfolios. Mr. Sherman assisted in developing real-asset strategies for TCW and was a portfolio manager overseeing several commodity funds. Prior to TCW, he was a statistics and mathematics instructor at both the University of the Pacific and Florida State University. He also taught Quantitative Methods for Level I candidates in the CFALA/USC Review Program for many years. Mr. Sherman holds a BS in Applied Mathematics from the University of the Pacific and a MS in Financial Engineering from the Claremont Graduate University. He is a CFA charterholder.​


 ‭(Hidden)‬ Monthly Meeting - January 11th, 2018

Please join us for our next society luncheon at Samford University's Brock School of Business on Thursday January 11th from 11:45am until 1:00pm. Our guest speaker will be former CFO of Healthsouth Corp., Mr. Aaron Beam. 

Aaron Beam


Mr. Beam was the first CFO at Healthsouth Corp., and as a co-founder witnessed first-hand the series of accounting, stock manipulation and leadership failures that led Healthsouth to the $2B securities fraud scandal and ultimate prosecutions of Richard Scrushy. He relates to students and professionals the heights of success, followed by the unethical and illegal mistakes that led to his professional downfall. Serving three months in federal prison for his role in approving fraudulent quarterly numbers in 1996 and losing his CPA credentials, led Mr. Beam to his current speaking career; trying to make a positive difference by educating others about the pitfalls of unethical business practices. Through his Ethics First message he identifies early warning signs, influences and the bad choices he and others made at Healthsouth, allowing the audience to apply what they learn to their business practices and the organization's culture and environment.

​He has spoken to student audiences as a guest lecturer at many business schools (Univ. of Chicago, LSU, UAB, Penn State, Stanford, Arizona State, and over fifty other schools) over the past four years.

 Recent Event Coverage

Our latest event with Aaron Beam, former CFO of Healthsouth, was covered by the Samford Unversity local press. Please follow this link to read the article. Source:

 Future State of the Investment Profession

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


 CFA Society Minnesota 2016 Financial Compensation Survey

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CFA Society of Alabama
William Aycock III, CFA