CFA Society San Antonio

A Member of the CFA Institute Global Network of Societies


 CFA Society San Antonio

CFA Society San Antonio is an association of local investment professionals consisting of portfolio managers, security analysts, investment advisors, and other financial professionals. We have over 200 members in the greater San Antonio area.  The goals of our society include:

  • Promoting ethics, education and professional excellence in the investment industry
  • Creating opportunities for professionals to network and build professional relationships​
  • Establishing links between job seekers and prospective employers
  • Providing premier programming and speakers to San Antonio
  • Work to advance the public's understanding of the CFA designation and investment industry

CFA Society San Antonio is one of the member societies of CFA Institute. CFA Institute is a global, not-for-profit organization that is dedicated to developing and promoting the highest educational, ethical, and professional standards in the investment industry. To learn more about CFA Institute, please click here…


 Next Event

Title:The Multi-Asset Class View
Education Topic:Alternative Investments, Economics, Equity Investments, Fixed Income, Portfolio Management, Risk Management
Speaker:Terry A. Simpson, CFA Director and Investment Strategist for the Multi-Asset Strategy Investment Team
Event Description:

Presentation of BlackRock's current thinking on macroeconomic and capital market views. ​​

Start Time:5/5/2016 7:30 AM
End Time:5/5/2016 8:30 AM
Location Info:

​Crumpets Restaurant & Bakery 

3920 Harry Wurzbach Rd, San Antonio, TX 78209


 2015 Charholder Award Ceremony

​​​​​Congratulations to our new charterholders! Click h​ere​ to see pictures from the charterholder awards event​.

 Society Events

CFA Society San Antonio sponsors programming events on relevant topics to the investment industry. These events support our member’s lifelong pursuit of investment knowledge that is essential to maintaining professional excellence in the continually evolving and highly competitive investment industry.

Events are open to all members of CFA Society San Antonio. Members of other CFA Societies within Texas may also attend as members. Members may also invite guests to each event for a nominal charge. All guests must be accompanied by a member.

How to Attend

To register for an upcoming event or modify your registration, please click on the Registration button next to the event above. For any additional questions or special requirements, please email
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Matt Moran, CFA
Pia Orrenius
Ron Florance, CFA
Dr. Bill Snow (Xue Zhao)
Roland Morris


Jeff Pantages, CFA
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 Events Archive

See the full Events Archive here.

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