CFA Society Alabama

A Member of the CFA Institute Global Network of Societies


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 CFA Society Alabama



CFA Society Alabama promotes ethical and professional standards within the investment industry, encourages professional development through the CFA Program, and facilitates the open exchange of information and opinions.

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 Congratulations to New Charterholders!



 Monthly Meeting: November 14th, 2019

Please join us for our next society luncheon at the City Club on Thursday November 14th from 11:30am until 1:00pm. Our guest speaker will be Fred Meissner.

Fred Meissner, CMT - The FRED Report  

Fred Meissner, CMT is the founder and President of The FRED Report. His professional
career spans 36 years in the investment business. He has a multifaceted background
encompassing market analysis, trading strategies/portfolio management and business
development/relationship management in diverse environments. He is known as a
creative and intuitive thinker who leverages extensive knowledge of financial markets
and economic trends to consistently generate significant profits. A team builder and
leader who has a track record of successfully guiding groups towards organizational
goals, Fred has high multicultural awareness and knowledge of international business
practices acquired through extensive travel and education abroad.

 Special Event - Women in Weath Series - Monday November 18th

Please join us for a panel discussion led by prominent women from local financial firms for a deep dive into the triumphs and challenges faced by women working in the fields of wealth management and finance:

Moderated by CFA Alabama Board Member Adrian Hughes, CFA

Panelist Participants:
Mary Meadows Livingston, CFA, CFP - Porter White & Company 
Dana Nolan - Head of Investor Relations at Regions Financial
Lauren Pearson, CFP - Managing Director and Partner, HighTower Somerset Advisory
Shannon Spotswood - President, RFG Advisory
DeLynn Zell, CFP - CEO, Bridgeworth
When: Monday, November 18, 2019 at 6PM
Where: UAB Collat School of Business
             Medical Properties Trust Auditorium (Room L10)
             710 13th Street South, Birmingham, AL 35233

(Light hors douevres will be served)
     Parking is available at the 12th Street Deck across the street from the Collat School of Business
Kindly RSVP to

 Recent Event Coverage

- At our April 2019 luncheon we were thrilled to have hosted as speaker Patrick Higgins, ​economist ​​at the Federal Reserve Bank of Atlanta. Mr. Higgins helped to launch the Atlanta Fed's GDPNow​​ forecast, a public real-time estimate of GDP growth. Thanks to all who attended this great event!

photo of Patrick Higgins
- We had a great evening at our 2019 Annual Forecast Dinner, and we are so thankful for our partners who helped make this a truly special event. CFA Society Alabama is also honored to have hosted as speakers our friends Paul Smith, CFA, President and CEO of CFA Institute, Dubravko Lakos-Bujas of JPMorgan, and Tobias Levkovich of Citi.
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 Future State of the Investment Profession

​Read more about our latest study—the Future State of the Investment Profession.


 ‭(Hidden)‬ CFA Society Minnesota 2016 Financial Compensation Survey


 Who Is CFA Institute?

CFA Institute is a global, nonprofit member organization of financial analysts, portfolio managers, and other investment professionals.

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CFA Society of Alabama
Andy Webb, CFA​