CFA Society Alabama

A Member of the CFA Institute Global Network of Societies

Our final luncheon of 2019 was a real treat with Steve Wreford of Lazard Asset Management join us for our CFA Luncheon and the discussion on the History of the stock market.

 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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 ‭(Hidden)‬ Monthly Meeting

Please join us for our next society luncheon at the City Club on Wednesday December 11th from 11:30am until 1:00pm. Our guest speaker will be Steve Wreford.

Steve Wreford, Lazard Asset Management 

Steve Wreford is a Portfolio Manager/Analyst on the Global Thematic Equity team. He began working in the investment field in 1995. Prior to joining Lazard in 2010, Steve was a Partner and Portfolio Manager with Hampstead Capital. Previously he was a Portfolio Manager with Scudder/Deutsche Asset Management, Equity Research Analyst with CCF Charterhouse, and Chartered Accountant with KPMG. He has a BSc (Hons) in Computer Science from Aston University. Steve is a member of New York Society of Security Analysts.

 Monthly Meeting - Samford

Please join us for our society luncheon at Samford University on Thursday January 16th from 11:30am until 1:00pm. Our guest speaker will be Peter Driscoll.

Peter Driscoll, Director, Office of Compliance Inspections and Examinations 

Peter Driscoll was named Director of the U.S. Securities and Exchange Commission's Office of Compliance Inspections and Examinations (OCIE) in October 2017, after serving as Acting Director since January 2017.

Before that, he served as OCIE's first Chief Risk and Strategy Officer since March 2016, and was previously OCIE's Managing Executive from 2013 through February 2016.

He joined the Agency in 2001 as a staff attorney in the Division of Enforcement in the Chicago Regional Office and was later a Branch Chief and Assistant Regional Director in OCIE's Investment Adviser and Investment Company examination program.

Prior to the Agency, Mr. Driscoll began his career with Ernst & Young LLP and held several accounting positions in private industry. He received his B.S. in Accounting and law degree from St. Louis University. He is licensed as a certified public accountant and is a member of the Missouri Bar Association.

 2020 CFA Alabama Forecast Dinner

​Looking forward to another great Forecast Dinner at Barber Motorsports Museum. Please click here for more information!

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 Recent Event Coverage

We had a brilliant evening with great discussion for our Women in Wealth series. Our distinguished panel discussed the advances of women in the finance industry, challenges faced, and victories won.

The CFA Society of Alabama was thrilled to have Wes Gray of Alpha Architect, LLC visit with us to discuss the 'human element' of investing. Great energy from him, as it always helps to take a step back and recollect.

The CFA Society of Alabama was thrilled to have Jim Upton from Morgan Stanley Investment Management join us for our monthly luncheon to discuss emerging markets with our members. A very engaging discussion touching on markets and opportunities around the globe.

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 Congratulations to New Charterholders!



 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.

 CFA Institute Enterprising Investor Blog

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 Contact Us

CFA Society of Alabama
Andy Webb, CFA​