CFA Society Miami

A Member of the CFA Institute Global Network of Societies

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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.

 2018-2019 Leadership



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Name

Email Address

Job title

Ryan Goldsmith, CFA

President@cfa-miami.org

President

Jim Ulseth, CFA​

Vicepresident@cfa-miami.org

Vice President & Program Chair

Marla Pasternack, CFA​

Secretary@cfa-miami.org

Secretary 

Melissa McGrane, CFA​

Treasurer@cfa-miami.org

Treasurer & Sponsorship Chair

Monica Poveda, CFA ​​


Guillermo Rodriguez, CFA


Andre Villarreal, CFA​

Director1@cfa-miami.org


Director2@cfa-miami.org


​Director3@cfa-miami.org

Past President & Director


Career Svcs, Candidate Prep & Univ Relations Chair​


Membership Chair





          




 About CFA Institute

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

 Past Presidents

  • 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
P.O. BOX 960901
MIAMI, FL 33296