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 Overview

CFA Society Miami (CFAM) is a member society of the 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 for speaking engagements on timely and relevant topics spanning accounting, derivatives, economics, ethics, fixed income, and equity markets, and securities.

 2021-2022 Leadership


Name

Email Address

Job title

Lloyd Macedo, CFA[email protected]President
Kim Arguello, CFA[email protected]Vice President & Program Chair
Stuart Beharry, CFA[email protected]Secretary 
Guillermo Rodriguez, CFA
[email protected]   Treasurer, Career Svcs, Candidate Prep & Univ Relations 
Dhvani Shah, CFA
[email protected]Director & Membership Chair
Ryan Goldsmith, CFA[email protected]

Past President & Director
Monica Poveda, CFA [email protected]Past President & Director
Jim Ulseth, CFA
[email protected]
Past President & Director
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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

  • Jim Ulseth, CFA (2019-2020)
  • 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