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CFA Society San Antonio

 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:Mentor Program Kick-Off Event
Education Topic:
Event Description:

After an overwhelming response to our first mentor program, we are again offering the program to interested members and candidates.  To the extent that you are interested in either serving as a mentor or in being mentored yourself, please fill out the application and and return it by email to Casey Keller ( AND Kelly Colotla ( by Thursday, September 4th.  While we will do our very best to accommodate everyone who is interested, we will give preference to members and candidates, as well as those people who apply early.  Unfortunately we will be unable to accommodate late applications this year so please let people know if you think there might be an interest.  In order to facilitate the process of pairing people up, please provide as much information as possible. 

This year’s program will kick off with a Happy Hour, compliments of the CFA Society San Antonio, on Thursday, September 11 from 5-8 pm at Bar Louie at La Cantera (we’ll be upstairs).  We anticipate this being the venue where you will meet your mentor/mentee for the first time and make plans for future meetings.  This event will also be a good opportunity to network with other people in the program.  All mentor/mentee meetings after the initial kickoff will be at the discretion of the mentor/mentee pairs.  The CFA Society San Antonio suggests a minimum of six in-person meetings occur by June 30, 2015 in addition to as many other calls, emails, and/or other types of communication that work for the mentor/mentee pairs.

No matter where you are in your career, the feedback from last year has been unanimously positive in that the mentoring program offered priceless benefits to both mentors as well as mentees.  We look forward to your help in making our second annual mentoring program another success!

Start Time:9/11/2014 5:00 PM
End Time:9/11/2014 8:00 PM
Location Info:
Bar Louie (La Cantera-we’ll be upstairs)
Please fill out application to register.

 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


 Upcoming Events

Start TimeTitleLocation InfoRegistration
9/11/2014 5:00 PMMentor Program Kick-Off Event
Bar Louie (La Cantera-we’ll be upstairs)
Please fill out application to register.

 Past Events

San Antonio: Highlights, Challenges, Opportunities and DevelopmentsUse SHIFT+ENTER to open the menu (new window).
Maria Villagomez
Post-Exam Happy HourUse SHIFT+ENTER to open the menu (new window).
Panel Discussion - Texas Hedge FundUse SHIFT+ENTER to open the menu (new window).
CFA Mock ExamUse SHIFT+ENTER to open the menu (new window).
The Fixed Income Landscape has ChangedUse SHIFT+ENTER to open the menu (new window).
Brad Bonga
Forecast Dinner - David ZervosUse SHIFT+ENTER to open the menu (new window).
David Zervos
1 - 6 Next

 Events Archive

See the full Events Archive here.

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