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The Society was founded on May 23, 1998.


To lead the investment profession in the State of New Mexico by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of society.

Strategic Plan 

The society seeks to fulfill its mission by: 
  • To develop future professionals through assisting CFA exam candidates and college students to pursue 
    credentialing and careers in investment management and analysis.
  • To deliver member value that accelerates the professional success of our members.​
  • To build market integrity that benefits investors and our members that serve them.

To view our Society Bylaws - click here!

Some fun fa​cts about our society:

- CFA Society New Mexico has over 100 members, 92% are charterholders.

- Approximately 49% manage private assets, and 47% manage institutional assets.

- Members’ occupations include: portfolio managers, chief level executives, research analysts, financial advisors, consultants, relationship managers, strategist, traders, and more.
- The top five employers of members and candidates in the area include: Thornburg Investment Management, Inc., Avalon Trust Company, RBC, New Mexico State Investment Board, and Bank of America Merrill Lynch. 

 About CFA Institute

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