Recent News

Consider getting involved with the CFA Society Board of Directors. Multiple positions and committee opportunities await.  Volunteering  offers a chance to build your professional profile, broaden your impact, and contribute meaningfully to the finance community. Volunteering for the CFA Society Hartford Board of Directors and committees offers several unique benefits: Professional Development : Serving on the Board or a committee gives you valuable leadership experience and exposure to high-level decision-making processes. You'll hone skills such as strategic planning, governance, and team collaboration. Networking Opportunities : You'll have access ...

Congratulations to those who became CFA charterholders in 2024, and for beginning your journey to build a better world for investing with 180K other charterholders around the globe. Ria Ajmera, CFA Graham Bradler, CFA David Joseph Adam De Nicola, CFA Daniel Dominello, CFA Joseph Thomas Doran, CFA Brooke Fisher, CFA Hunter Allen Frayne, CFA Jennifer Marie Ghergurovich, CFA Andries Johannes Griesel, CFA Phillip Harabarovici, CFA Kevin Patrick Iles, CFA Gregory Francis Kern, CFA Swastika Khanal, CFA Colton Kinney, CFA Joyce Emily Koltisko, CFA Pei-ju Lee, CFA Han-Wei Lee, CFA XUKUN LIU, CFA Alan Liu, CFA Francisco ...

CONGRATULATIONS TO THE FINALISTS! 1ST PLACE Quinnipiac University Sacred Heart University RUNNER UP Providence College – Team A Providence College – Team B The two winning teams will be competing in the the Sub-Regionals. Why Participate? The CFA Institute Research Challenge offers students a rare opportunity to gain hands-on experience that is often beyond the scope of a classroom. Not only do participants develop their technical skills in financial analysis and valuation, but they also learn how to work as a team, communicate complex ideas effectively, and adhere to the highest standards of professional ...

Michelle Rotondo, Co-Chair of the local Research Challenge, announced today that the following teams have advanced to the local student presentations on February 26, 2024.   On behalf of the co-hosts from CFA Societies Hartford, Stamford, and Providence, we want to congratulate each student for a tremendous competition this year,  engagement, and the quality research reports the teams produced. Each team member should be very proud of themselves for the work conducted. We hope the participants found the Research Challenge to be a rewarding experience and that the new skills  learned will propel each of you in your finance and investment-related future ...

CFA Society Hartford and Junior Achievement of Southwest New England are joining forces to empower youth! We are looking for volunteers to share their time, work experience and powerful JA concepts with students in grades K-5 at: 2/9 - JA Day – Mountainview Elementary- Bristol -8:30-1:00 PM  (registration deadline Jan. 26) 2/28- JA Day- Naylor CCSU Leadership Academy - Hartford – 8:30-1:00 PM  (registration deadline Feb 16) 3/15- JA Day Breakthrough Magnet –South – Hartford – 8:30-1:00 PM  (registration deadline March 1) Besides inspiring students, this is a great skills building opportunity as well as a chance to network and grow personally and ...

Happy 70th Anniversary to Us! CFA Society Hartford was incorporated in 1952 as a non-profit organization to serve the financial community of Greater Hartford, CT and Springfield, MA. It is affiliated with CFA Institute and it shares a common goal to promote the highest ethical and investment standards. CFA Society Hartford has played a leading role in financial life of the greater Hartford and surrounding areas financial life for over 70 years. Today, the Society's 700+ members working in over 175 investment organizations throughout the greater Hartford area in asset and wealth management, banking, corporate finance, academia, philanthropy, treasury, risk ...

On Thursday, October 26, 2023, representatives from CFA Society Hartford, CFA Society Stamford, CFA Society Providence; along with students, mentors, and professors from 12 Universities attended the virtual kickoff meeting.  The CFA Institute Research Challenge is an annual, global competition that provides university students with hands-on mentoring and intensive training in financial analysis. Each Research Challenge season leverages the efforts of over 140 CFA member societies, 3,500 member volunteers, and more than 5,000 students from over 1,000 universities. Local competitions (organized by societies) lead up to regional finals; regional champions then ...

Please join us for a "JA Day" as we partner with Junior Achievement to teach at Parkville Community School. It's a great opportunity to give back to the community and network with others in the Hartford financial industry. Attached is the flyer for the event and details are below.   JA Day at Parkville Community School: On Friday, December 1 st 9:00 am - 2:00 pm CFA Society Hartford will again be partnering with Junior Achievement (JA) to teach financial literacy at Parkville Community School in Hartford. Volunteers will team up and teach in K-6th grade classrooms. It's fun and the kids (and volunteers!) get a lot out of the experience. ...

The 2023 local competition was held on February 28 via live stream due to inclement weather.  The subject company was Kaman Corporation. Participating Universities included:  Bryant University, Central CT State University, Eastern CT State University, Providence College, Sacred Heart University, Trinity College, UCONN - Stamford, UCONN - Storrs, University of Hartford. University of New Haven, Yale University Finalist Teams: Sacred Heart University, Providence College, UCONN - Stamford, Central CT State University  Congratulations to the winning team: Sacred Heart University Hartford Local Competition The CFA Society Hartford hosts a local competition ...

CFA Society Hartford's community outreach effort, with a focus on helping build and promote financial literacy. The aim of the program is for volunteers of the Society to present basic financial concepts to students, in order to prepare them for the financial choices they will come across as adults. Next Event Break Through Magnet School March 10 th Volunteers needed for the K-5 classrooms Pre-event Training Available Contact [email protected]