Welcome to the CFA Society of Rochester
CFA Society of Rochester, a member society of the CFA Institute. Our mission is to deliver educational programming, strengthen member involvement, and promote the Chartered Financial Analyst (CFA) designation for the benefit of financial services professionals in the Greater Rochester and Central New York area.
CFA Society of Rochester partners with the CFA Institute in fulfilling the Institute’s mission to lead the investment profession globally by promoting the highest standards of ethics and professional excellence for the ultimate benefit of society.
CFA Society of Rochester's Annual Meeting and Program was held on Wednesday, June 7, 2017 with a presentation by
Paul Smith, CFA Institute President & CEO. Click on Past Presentation tab on the menu bar to review Paul's Power Point and other event photos.
Congratulations to Our New 2016 CFA Charterholders!
From Left to Right: Matt Winters, Charlie Trible (Karpus Management), Charlie Ruff ( Federated Investors, Inc.),
Dan Lippincott (Karpus Management), Robert LeRoy (Merrill Lynch), John Casey (Empire Valuation Consultants, LLC) and
Zubair Dawood (Manning & Napier Advisors, LLC)
CFA Society of Rochester
PO Box 390
Pittsford, NY 14534