CFA Society Rochester's charter is to represent those area professionals involved in any aspect of investment management or investment research through our status as an affiliated Society with CFA Institute. These responsibilities include insuring our representation in investment matters of national importance, including securities industry regulation at both the State and National level. Further, the society provides its members with quality programs designed to enhance the knowledge and investment skills of our membership. In the area of education, the society provides coordination and assistance to those individuals seeking to earn the Chartered Financial Analyst designation.
CFA Institute is a global, nonprofit member organization of financial analysts, portfolio managers, and other investment professionals.
Scholarship InformationClick scholarship program for details
Program Event Handout LinksPutnam - Era of Dissonanceadditional links
Annual Dinner Press Release
March 2013 - Valuation of Investment Management ("IM") Firms - Terry Griswold, Empire Valuation Consultants, LLC
May 2013 - WNY Read Estate Market - Larry Glazer, Buckingham Properties
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