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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.

 2020-2021 Leadership


Name

Email Address

Job title

Jim Ulseth, CFA President@cfa-miami.orgPresident
Monica Poveda, CFAVicepresident@cfa-miami.orgVice President & Program Chair
Stuart Beharry, CFASecretary@cfa-miami.orgSecretary 
Lloyd Macedo, CFA
Treasurer@cfa-miami.org   Treasurer 
Ryan Goldsmith, CFA 
Director4@cfa-miami.org Past President & Director
Guillermo Rodriguez, CFADirector2@cfa-miami.org

Career Svcs, Candidate Prep & Univ Relations 
Bruno Costa, CFA Director5@cfa-miami.orgMembership, Communications and Technology Chair
Kim Arguello, CFA
Director6@cfa-miami.org
Sponsorship Chair
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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

  • 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