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.



Read More....

 Future State of the Investment Profession

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


 ‭(Hidden)‬ 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).


 Monthly Meeting - December 14th, 2017

Please join us for our next society luncheon at the Harbert Center on Thursday December 14th from 11:45am until 1:00pm. Our guest speaker will be JP Morgan Asset Management Portfolio Manager Maddi Dessner.

Maddi Dessner - Portfolio Manager, JP Morgan Asset Management


Maddi Dessner, managing director, is a client portfolio manager on the Multi-Asset Solutions team, based in New York City. Maddi currently heads the team's client portfolio management team for the U.S. funds business.  She has also held roles within our institutional and retirement businesses. In addition, she works with the team's investors on managing inflation sensitive asset portfolios. Maddi also serves as a co-chair for the Asset Management Women's Network.  An employee since 1995, Maddi was previously the Chief Operating Officer and a client portfolio manager on the Emerging Markets Equity investment team. She began her career at J.P. Morgan on the Foreign Exchange Options trading desk. Maddi earned a B.A. in Economics and an M.B.A. in Finance from the State University of New York at Buffalo. Maddi is a CFA charterholder and is Series 7 and 63 licensed.​

 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.​


 Who Is CFA Institute?

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

 Upcoming Events

 CFA Institute Enterprising Investor Blog

Retrieving Data

 Contact Us

CFA Society of Alabama
William Aycock III, CFA