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:Pia Orrenius Presentation at the San Antonio Federal Reserve
Education Topic:Economics
Speaker:Pia Orrenius
Event Description:

Please join the CFA Society San Antonio to hear Pia Orrenius, Vice President and Senior Economist of the Federal Reserve Bank of Dallas at a luncheon on Tuesday, February 23, 2016 at the San Antonio Branch of the Federal Reserve.

Orrenius manages the regional economy group in the Dallas Fed Research Department and is executive editor of the quarterly publication Southwest Economy. She is a labor economist who works primarily on regional economic growth and demographic change. Orrenius co-edited the book Ten Gallon Economy: Sizing up Texas’ Economic Growth (2015, Palgrave-MacMillan). She has also published extensively on the labor market impacts of immigration, unauthorized immigration and U.S. immigration policy. She is coauthor of the book Beside the Golden Door: U.S. Immigration Reform in a New Era of Globalization (2010, AEI Press).

Orrenius is affiliated with several academic institutions. She is research fellow at the Tower Center for Political Studies at Southern Methodist University and at the IZA Institute of Labor in Bonn, Germany, as well as adjunct scholar at the American Enterprise Institute in Washington D.C. Orrenius is also adjunct professor at Baylor University (Dallas campus), where she teaches in the executive MBA program. Orrenius was senior economist on the Council of Economic Advisers in the Executive Office of the President, Washington D.C., in 2004–05, where she advised the Bush administration on labor, health and immigration issues. She holds a PhD in economics from the University of California at Los Angeles and bachelor degrees in economics and Spanish from the University of Illinois at Urbana—Champaign.​

Start Time:2/23/2016 12:00 PM
End Time:2/23/2016 1:00 PM
Location Info:

​Federal Reserve Bank, San Antonio Branch

402 Dwyer Avenue

San Antonio, TX 78204


 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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Ron Florance, CFA
Dr. Bill Snow (Xue Zhao)
Roland Morris


Jeff Pantages, CFA
Daniel S. Meader, CFA
Dr. Ben Hunt
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