CFA Society Alabama

A Member of the CFA Institute Global Network of Societies


* Application deadline is September 15th

 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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 Future State of the Investment Profession

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


 Monthly Meeting: September 14th, 2017

Please join us for our first monthly luncheon at the Harbert Center on Thursday September 14th from 11:30am until 1:00pm. Our guest speaker this month is Tim Paulson with Lord Abbett.

Tim Paulson - Investment Strategist, Fixed Income  

Tim Paulson is responsible for providing the portfolio management teams
with investment insight and relevant market information for Lord Abbett’s
fixed income strategies. In this role, he also communicates with institutional
clients and prospects regarding current portfolio positioning and the firm’s
market outlook. Mr. Paulson also collaborates with the consultant relations,
product development, and relationship management teams as appropriate.

Mr. Paulson began his career in the financial services industry in 1999.
Before joining Lord Abbett, Mr. Paulson worked for Goldman Sachs as a Vice
President of Institutional Sales, where he was responsible for communicating
timely market information and insights, and developed customized solutions
in mortgages and interest rate products. Prior to that role, he ran several
books on the Mortgage Trading desk at Goldman, Sachs as a Vice President.

Mr. Paulson earned a BA in English from Haverford College and an MBA from
Northwestern University.


 Monthly Meeting - October 12th, 2017

Please join us for our October luncheon at the Harbert Center on Thursday October 12th from 11:30am until 1:00pm. Our guest speaker for October is Bloomberg Intelligence Chief Equity Strategist Gina Martin Adams.

Gina Martin Adams - Chief Equity Strategist, Bloomberg Intelligence


Gina Martin Adams, CFA, CMT, is the Chief Equity Strategist for Bloomberg Intelligence, a unique research platform that provides context on markets, industries, companies, and government policy, available on the Bloomberg Professional Service at BI <GO>. 

​Gina provides top-down perspective on the equity market, sectors and industries with a multi-disciplined approach that utilizes fundamental, quantitative and technical analysis. She frequently presents her views at industry conferences, professional associations and investment organizations, and has been recognized for portfolio strategy, technical strategy and economics in Institutional Investors' All-America Research survey.

Prior to joining Bloomberg, she was the head of U.S. Equity Strategy for Wells Fargo Securities, where she provided analysis and investment allocation recommendations for Wells Fargo Securities' institutional clients. Previously, she was an economist for Wachovia Bank, and an investment strategy analyst for Evergreen Asset Management.

Mrs. Adams has a bachelor's of science degree in business administration with concentrations in Finance and Marketing from the University of Florida. She holds the Chartered Financial Analyst and Chartered Market Technician designations, and is a member of the CFA Institute, the New York Society of Security Analysts, the Market Technicians Association, the American Association of Professional Technical Analysts, the Financial Women's Association, and 100 Women in Hedge Funds.

 CFA Society Minnesota 2016 Financial Compensation Survey

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




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.​


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CFA Society of Alabama
William Aycock III, CFA