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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 2020 Access Scholarships



 ‭(Hidden)‬ Monthly Meeting: September 12th, 2019

Please join us for our first society luncheon this year at the City Club on Thursday September 12th from 11:30am until 1:00pm. Our guest speaker will be James Upton.

James Upton, Managing Director - Morgan Stanley Investment Management  


James is a senior portfolio specialist and chief strategic officer for the Global Emerging Markets Equity team. He re-joined Morgan Stanley in 2006 and has 26 years of investment experience. Prior to re-joining the firm, James was a senior investment strategist at Northern Trust Global Investments. Previously, he was the Latin America equity strategist and later a global equity strategist at Credit Suisse First Boston. He began his investment career as an international economist at Merrill Lynch and spent nearly two years as a sovereign risk analyst at Morgan Stanley. Before graduate school, he was a reporter in Mexico City with United Press International. James received a B.A. in history from Middlebury College and an M.A. in economics and U.S. foreign policy from the School of Advanced International Studies (SAIS) of Johns Hopkins University.

 Monthly Meeting - October 17th, 2019

Please join us for our next society luncheon at the City Club on Thursday October 17th from 11:30am until 1:00pm. Our guest speaker will be Wes Gray, PhD. 

Wes Gray, PhD, Alpha Architect LLC


After serving as a Captain in the United States Marine Corps, Dr. Gray earned an MBA and a PhD in finance from the University of Chicago where he studied under Nobel Prize Winner Eugene Fama. Next, Wes took an academic job in his wife's hometown of Philadelphia and worked as a finance professor at Drexel University. Dr. Gray's interest in bridging the research gap between academia and industry led him to found Alpha Architect, an asset management firm dedicated to an impact mission of empowering investors through education. He is a contributor to multiple industry publications and regularly speaks to professional investor groups across the country. Wes has published multiple academic papers and four books, including Embedded (Naval Institute Press, 2009), Quantitative Value (Wiley, 2012), DIY Financial Advisor (Wiley, 2015), and Quantitative Momentum (Wiley, 2016).

Dr. Gray currently resides in the suburbs of Philadelphia with his wife and three children.​

 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.
Smith_CFA Event.jpg
- In November we took part in the Women in Wealth luncheon held at Samford University. We were joined by Kate Danella, Head of Strategic Planning and Corporate Development at Regions Bank, who spoke on the importance of diversity and inclusion in the field of Finance. Thanks to all who joined us! 
​​Danella_CFA Event.jpg
​​- Our January 2018 luncheon event with Aaron Beam, former CFO of Healthsouth, was covered by the Samford Unversity local press. Please follow this link to read the article. Special thanks to the Samford Brock School of Business for hosting us! 



 Future State of the Investment Profession

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 ‭(Hidden)‬ CFA Society Minnesota 2016 Financial Compensation Survey


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CFA Society of Alabama
Andy Webb, CFA​