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 Overview

CFA Society Miami (CFAM) is a member society of CFA Institute, a global membership organization that awards the Chartered Financial Analyst designation and strives to lead the investment profession globally by setting the highest standards of ethics, education and professional excellence. CFAM is a non-profit organization founded in 1991. It was initially established as the Miami Society of Financial Analysts and was renamed CFA Miami in 2004. CFAM serves as the knowledge core for the local investment community by promoting active participation among its members and sponsoring a forum of speaking engagements on timely and relevant topics spanning accounting, derivatives, economics, ethics, fixed income and equity markets, and securities.

 2020-2021 Leadership



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Name

Email Address

Job title

Jim Ulseth, CFA

President@cfa-miami.org

President

Monica Poveda, CFA

Vicepresident@cfa-miami.org

Vice President & Program Chair

Stuart Beharry, CFA

Secretary@cfa-miami.org

Secretary 

Lloyd Macedo, CFA

Ryan Goldsmith, CFA ​

Treasurer@cfa-miami.org

Director4@cfa-miami.org   

Treasurer 

Past President & Director

Guillermo Rodriguez, CFA

Bruno Costa, CFA​

Kim Arguello, CFA

Director2@cfa-miami.org

Director5@cfa-miami.org

Director6@cfa-miami.org

Career Svcs, Candidate Prep & Univ Relations

Membership, Communications and Technology Chair

Sponsorship Chair







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 About CFA Institute

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

 Past Presidents

  • Ryan Goldsmith, CFA (2018 -2019)
  • Monica Poveda, CFA (2017-2018)
  • Michael Firestone, CFA (2016-2017)
  • Steven Novak, CFA (2015-2016)
  • Peter Lowden, CFA (2015-2015)
  • Matthew Beem, CFA (2014-2015)
  • Steven Novak, CFA (2013-2014)
  • Katie Grossman, CFA (2012-2013)
  • Kenneth Anderson, CFA (2010-2012)
  • Bob Callahan, CFA (2009-2010)
  • Joel Barber, CFA (2007-2009)
  • Marco E. Tejada, CFA (2006-2007)
  • Sergio Garcia-Granados, (2005-2006)
  • Isabelle A. Wheeler, CFA (2004-2005)
  • Kevin David Murphy, CFA (2002-2004)
  • T. Mark Yehle, CFA (2001-2002)
  • Thomas R. Robinson, CFA (2000-2001)
  • Raul A. Zubillaga, CFA (1999-2000)
  • David F. Kamons, CFA (1998-1999)
  • Thomas P. Krasner, CFA (1996-1998)
  • Genna Brown, CFA (1995-1996)
  • Henry W. Boyce III, CFA (1994-1995)
  • David W. Roda, CFA (1993-1994)
  • W. Brian Barrett, CFA (1993)
  • Larry D. Riley, CFA (1992)

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CONTACT US:
 
CFA SOCIETY MIAMI
3015 N. OCEAN BLVD. APT 19K
FT. LAUDERDALE, FL 33308