Sign In

​​​​​​

 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.

 2019-2020 Leadership



Open Menu 

Name

Email Address

Job title

Jim Ulseth, CFA

President@cfa-miami.org

President

Melissa McGrane, 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 & Sponsorship Chair

Past President & Director

Monica Poveda, CFA ​​

Guillermo Rodriguez, CFA

Andre Villarreal, CFA​

Bruno Costa, CFA​

Kim Arguello, CFA

Director1@cfa-miami.org

Director2@cfa-miami.org

​Director3@cfa-miami.org

Director5@cfa-miami.org

Director6@cfa-miami.org

Past President & Director

Career Svcs, Candidate Prep & Univ Relations

Membership Chair

Director

Director​







​​

 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)

 ‭(Hidden)‬ Content Editor Web Part


 .

CONTACT US:
 
CFA SOCIETY MIAMI
P.O. BOX 960901
MIAMI, FL 33296