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 Overview

Mission

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!

Society Fact Sheet - find out more about us!​


​Leadership

​Co-Chair Program
Nick Anderson.jpg Nick Anderson, CFA
Thornburg Investment Management
Co-Chair Membership/Scholarships/Advocacy Committee
Greg Crowell headshot (002).jpgMiguel Cortabarria, CFA
Thornburg Investment Management 
President & Sponsorship Chair,
University Relations Committee 

Jake Tolk.jpgSonny Gokhale, CFA
Iron Oak Capital Management 
Treasurer
Andrew Hockey.jpgAndrew Hockey, CFA
Thornburg Investment Management 
Ex Officio & Co-Chair Program
JJMilder.jpgJJ Milder
Retired
Women's Advisory Chair, University Relations Committee & Candidate Coordinator
Holley Mariani.pngCallie Poerio
Fidelity Investment 
Vice President &  Co-Chair Membership/Scholarships /Advocacy Committee & University Relations Chair 
Reilly White.jpg
Debby Su, Ph.D, CFA, FRM
The University of New Mexico



​Director-At-Large & University Relations
Reilly White.jpg
Reilly White, Ph.D
The University of New Mexico




Secretary
Di Zhou, CFA, FRM
Cambiar Investors







 About CFA Institute

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