CFA Society Philadelphia

A Member of the CFA Institute Global Network of Societies


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 CFAP hosts Annual Meeting of Members

New Board Slate Approved at Annual Meeting

On June 22, 2017, The Racquet Club of Philadelphia hosted the Annual Meeting of CFA Society Philadelphia Members. This year's event witnessed a bullish level of optimism given that the society is still basking in the euphoria of hosting the recently concluded CFA Institute Annual conference. The outgoing President, Peter Maher, CFA, welcomed the members with what would turned out to be his last official address as the President of CFAP, however this did not dampen the mood of the event.

CFAP Executive Director, Peter Conners, reeled out the milestones and bold strides achieved by the society in last 52 weeks. On the University outreach front, amongst other achievements the society conducted yet another successful Research Challenge with University of Delaware emerging the victors and moving on to the regional final, which featured amongst the Judges CFAP Board Member, Sean Heberling, CFA. The society, as part of its Community Outreach, hosted its first Financial Literacy All-Star Day at Drexel University, with the students from Olney Charter High School being the beneficiaries. For the full list of the CFAP's achievements over the last year, click here ​to view the presentation from the meeting.

Jeremy Tennenbaum_CFAP Board meeting 2017.jpgIncoming CFAP President Jeremy Tennenbaum, CFA, makes remarks to the members during the Annual Meeting

​The meeting also witnessed a review of the Society's finances as well as the approval of the new slate of Board Members by the membership.  Being that the tenure of the President and some key officers had run its course, the society conducted its Annual Proxy Ballot, and the review/ results were made known to the membership. Following the successful attainment of the quorum requirement, Jeremy Tennenbaum, CFA emerged as the new President of CFAP, with Kenn Lamson, CFA, and Rob Norton, CFA, as Vice Presidents, Jasmine Richards, CFA, as Treasurer and Andrew D'Amico, CFA, as Secretary. The Society also used the occasion to appreciate Maggie Creed, CFA, for her contribution as she steps down from the Board of Directors of the society following her eight year stint as a member. The evening was rounded off with a Members reception, featuring the tasting of vintage wine from Spain.

CFAP would like to thank the outgoing officers and its numerous volunteers for their selfless service over the past year, and look forward to receiving their continued support over the next fiscal year. Also the society would like to congratulate the new officers and hope that new height would be attained under their leadership.​ ​​ 


 ​CFA Society Philadelphia​​

Mission Statement 

To lead a preeminent community of investment and finance professionals who promote the highest standards of ethics, education and professional excellence.

Vision Statement:​

We aspire to a Society that:

serves our members and other financial professionals who seek education, knowledge, professional development, co​nnection and inspiration;

​sets the standard among Philadelphia-area investment and financial professionals on the topics of ethics and excellence of practice.