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 Welcome to CFA Society Hartford

Who's watching your Assets?TM

CFA Hartford Asset Code Ad 10.jpgCFA Institute, a global organization of more than 140,000 investment management professionals committed to the highest standards of education and ethics, has created a powerful tool for demonstrating public commitment to best ethical practices in asset management: the CFA Institute Asset Manager Code. By claiming compliance with the Code, firms dedicate themselves publicly to putting client interests first, raising standards of practice, and contributing to the transparency and integrity of the greater profession. 

CFA Society Hartford would like to recognize the following Connecticut firms for claiming compliance with the CFA Institute Asset Manager Code:

A. G. Bisset Associates, LLC
Cardinal Capital Management, LLC
Clinton Investment Management, LLC
Gilman Hill Asset Management, LLC
Hart Realty Advisers, LLC
Iridian Asset Management, LLC
Newfleet Asset Management, LLC
O’Shaughnessy Asset Management, LLC
Paritas Capital Management
Renaissance Capital, LLC
Sasco Capital, Inc.
Virtus Investment Advisers, Inc.

Learn more about how your firm can adopt the code at​  ​

 Program Services

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CFA Society Hartford holds regular luncheon programs featuring prominent speakers on timely finance and investment topics. Periodically training programs are offered including classes for the CFA Program.

We welcome members and non-members of the society to participate in our programs and events. 

If you would like to join our email list, have questions or comments or are looking for a volunteer or sponsorship opportunity, please e-mail us at​

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