CFA Society Alabama

A Member of the CFA Institute Global Network of Societies


 CFA Society Alabama


2945465820_d38a2ba04f_q.jpgCFA 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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 Future State of the Investment Profession

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


 ‭(Hidden)‬ Monthly Meeting - October 12th, 2017

Please join us for our next society luncheon at the Harbert Center on Thursday October 12th from 11:45am until 1:00pm. Our guest speaker will be Bloomberg Intelligence Chief Equity Strategist Gina Martin Adams.

Gina Martin Adams - Chief Equity Strategist, Bloomberg Intelligence


Gina Martin Adams, CFA, CMT, is the Chief Equity Strategist for Bloomberg Intelligence, a unique research platform that provides context on markets, industries, companies, and government policy, available on the Bloomberg Professional Service at BI <GO>. 

​Gina provides top-down perspective on the equity market, sectors and industries with a multi-disciplined approach that utilizes fundamental, quantitative and technical analysis. She frequently presents her views at industry conferences, professional associations and investment organizations, and has been recognized for portfolio strategy, technical strategy and economics in Institutional Investors' All-America Research survey.

Prior to joining Bloomberg, she was the head of U.S. Equity Strategy for Wells Fargo Securities, where she provided analysis and investment allocation recommendations for Wells Fargo Securities' institutional clients. Previously, she was an economist for Wachovia Bank, and an investment strategy analyst for Evergreen Asset Management.

Mrs. Adams has a bachelor's of science degree in business administration with concentrations in Finance and Marketing from the University of Florida. She holds the Chartered Financial Analyst and Chartered Market Technician designations, and is a member of the CFA Institute, the New York Society of Security Analysts, the Market Technicians Association, the American Association of Professional Technical Analysts, the Financial Women's Association, and 100 Women in Hedge Funds.

 Monthly Meeting: November 9th, 2017

Please join us for our next society luncheon at the Harbert Center on Thursday November 9th from 11:45am until 1:00pm. Our guest speaker will be Oakworth Capital CEO Scott Reed.

Scott Reed, CEO - Oakworth Capital  

Mr. Reed is responsible for the overall growth, profitability, and strategic direction for Oakworth Capital Bank. He previously worked 16 years with Regions Financial Corporation. While at Regions, he served as Central Alabama Group President with responsibility for overall profitability of banking and ancillary operations of a $7 billion business unit. Mr. Reed also served as Chief Administrative Officer for Strategic Planning for Regions Financial Corporation, Retail Executive for Central Alabama, and Head of Business Banking for Birmingham, Alabama. He is founder and president of the Robert E. Reed Gastrointestinal Oncology Research Foundation and is a member of the Southern U.S. Region of the Young Presidents Organization (YPO).


 CFA Society Minnesota 2016 Financial Compensation Survey

 2018 Forecast Dinner, February 6th, 2018, Barber Motorsports Museum




Jeffrey Sherman, CFA
Deputy Chief Investment Officer, DoubeLine

Mr. Sherman joined DoubleLine in 2009, currently serves as the Deputy Chief Investment Officer and is a member of DoubleLine's Executive Management and Fixed Income Asset Allocation Committees. He additionally, serves as a portfolio manager for derivative-based and multi-asset strategies. Prior to DoubleLine, he was a Senior Vice President at TCW where he worked as a portfolio manager and quantitative analyst focused on fixed income and real-asset portfolios. Mr. Sherman assisted in developing real-asset strategies for TCW and was a portfolio manager overseeing several commodity funds. Prior to TCW, he was a statistics and mathematics instructor at both the University of the Pacific and Florida State University. He also taught Quantitative Methods for Level I candidates in the CFALA/USC Review Program for many years. Mr. Sherman holds a BS in Applied Mathematics from the University of the Pacific and a MS in Financial Engineering from the Claremont Graduate University. He is a CFA charterholder.​


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CFA Society of Alabama
William Aycock III, CFA