CFA Society Miami

A Member of the CFA Institute Global Network of Societies



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.

 2018-2019 Leadership

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Email Address

Job title

Jim Ulseth, CFA


Melissa McGrane, CFA​

Vice President & Program Chair

Stuart Beharry, CFA


Lloyd Macedo, CFA

Ryan Goldsmith, CFA ​   

Treasurer & Sponsorship Chair

Past President & Director

Monica Poveda, CFA ​​

Guillermo Rodriguez, CFA

Andre Villarreal, CFA​

Bruno Costa, CFA​

Kim Arguello, CFA


Past President & Director

Career Svcs, Candidate Prep & Univ Relations

Membership Chair




 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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P.O. BOX 960901
MIAMI, FL 33296