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Who We Are

CFA Society Baltimore is a non-profit professional society that has been a point of connection for the Baltimore investment community since 1948. The Society provides an open forum for the exchange of fresh perspectives on industry issues and promotes ethics and integrity. Originally called the Baltimore Security Analysts Society, Inc. (BSAS), the Society changed its name to CFA Society Baltimore in 2006.

CFA Society Baltimore is Maryland’s largest membership organization for investment professionals with over 780 members. The membership represents over 100 investment firms. Ninety-six percent of CFA Society Baltimore members hold the Chartered Financial Analyst designation from CFA Institute. To achieve this designation, members are required to pass a series of three intensive exams that equip financial professionals with superior analytical skills, real-world portfolio management experience, and high ethical standards.

CFA Society Baltimore is a society member of the CFA Institute, the global association of investment professionals that sets the standard for professional excellence and credentials. The organization is a champion for ethical behavior in investment markets and a respected source of knowledge in the global financial community. The end goal: to create an environment where investors’ interests come first, markets function at their best, and economies grow. CFA Institute has more than 168,000 members in 165 + countries and territories. For more information, visit

Mission of CFA Society Baltimore 

CFA Society Baltimore leads the investment profession locally by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of our community.

A Place for Learning

Through extensive programming, CFA Baltimore is committed to providing fresh and relevant curricula designed to enrich and advance the investment community. Benefits include:

  • Topical Programming and Continuing Education
  • Career Development
  • CFA Preparatory Review

A Mix of Informational and Social Events

The Society's informational and social events cover a range of important and relevant topics throughout the year.

  • Annual Gala Dinner
  • Annual Spring Conference
  • Member Happy Hours
  • Women’s Networking Events

Sister Societies  

By Laws

CFA Society Baltimore is an incorporated organization and as an incorporated organization our ​​by-laws are a​vailable for review at any time.  

Download a copy of CFASB:      Current By-Laws.


​Baltimore Busines
Review Editors:

Farhan S. Mustafa, CFA 

CFA Society of Baltimore

Jian Huang, Ph.D.     

Towson University Department of Finance

Lijing Du, Ph.D.         ​

Towson University Department of Finance​

​Click here to learn more about the Baltimore Business Review.