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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.

 2019-2020 Leadership

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Email Address

Job title

Jim Ulseth, CFA


Monica Poveda, CFA

Vice President & Program Chair

Stuart Beharry, CFA


Lloyd Macedo, CFA

Ryan Goldsmith, CFA ​   


Past President & Director

Guillermo Rodriguez, CFA

Andre Villarreal, CFA​

Bruno Costa, CFA​

Kim Arguello, CFA


Career Svcs, Candidate Prep & Univ Relations

Membership Chair

Communications and Technology Chair

Sponsorship 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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