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CFA Society Hartford

CFA Society Hartford has a board made up of ​five board members, an immediate past president and past president.  

CFA Society Hartford Current Board of Directors

Executive Board​ | July 1, 2021 - June 30, 2022

President | James Newman, CFA, CFP, Gottfried & Somberg Wealth Management, LLC
Treasurer & President-Elect | Richard Razza, CFA, CCIM, Webster Bank
Vice President | Benjamin M. Lavine, CFA, CAIA, 3D Asset Management
Vice President | Kathryn Pizzi, CFA, ASA, Fiduciary Investment Advisors, LLC
Vice President | Ian Green, CFA, Greenlight Retirement Plan Consultants 
Vice President | Joe Baccash, CFA, Cigna
Immediate Past President | Pamela Minish, CFA , CAIA, Hooker & Holcombe Investment Advisors
Past President | Frederic “Ric” C. Filippelli, CFA, ChFC, CLU


To lead the local financial community by fostering excellence in ethics, education, and community engagement.

CFA Society Hartford conducts high quality programs and disseminates information and ideas relating to investments:

  • Presentations made by the management of major corporations to CFA Society Hartford members and their guests;
  • Placement listings and publications are available through CFA Society Hartford and CFA Institute;
  • Topical programs, accounting and economic seminars, The Foundations of Investments Courses and continuing education courses, conferences and other relevant meetings are also held. Over 60 local events are held per year.
  • Active committees offer involvement and services of value.

Annual Reports

View the 2019-2020 Annual Report

View the 2018-2019 Annual Report

View the 2017-2019 Annual Report

View the 2016-2017 Annual Report​

View the 2015-2016 Annual Report

View the 2014-2015 Annual Report

View the 2013-2014 Annual Report

View the 2012-2013 Annual Report

View the 2011-2012 Annual Report


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 currently has a membership of over 700 members working in over 175 investment organizations.

View List of Past Presidents

5/2/2019 12:54 PM
4/17/2019 3:33 PM
8/6/2018 10:31 PM
8/6/2018 10:28 PM
7/23/2018 10:43 AM
7/18/2018 2:36 PM
2/21/2018 10:45 PM
3/14/2017 12:28 AM
2/1/2017 12:14 AM
8/29/2016 3:06 PM
8/29/2016 2:56 PM
6/20/2016 12:08 PM
6/20/2016 11:43 AM
3/9/2016 10:50 PM
1/21/2016 10:42 AM
12/3/2015 12:39 PM

 About CFA Institute

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