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CFA Society Milwaukee, established in 1955 and incorporated in 1970, is the local society affiliate of CFA Institute, the premier organization serving investment management professionals globally, headquartered in Charlottesville, Virginia.  Since its founding, CFA Society Milwaukee has served the needs of investment professionals by providing high-quality educational programs and a regional forum for its membership.  It is dedicated to promoting the highest standards of professional ethics, conduct and competence amongst its membership and the investment community it serves. 

Our membership consists of approximately 600 professionals who are employed with area banks, insurance companies, investment counselors, brokers, public agencies, universities, and corporations.  CFA Society Milwaukee plays a vital role within the investment community.  It promotes:

  • ethical and professional standards within the investment industry;
  • professional development through the CFA Program and continuing education;
  • the exchange of information and opinions among people within the local investment community and beyond, and;
  • the public's understanding of the CFA designation and investment industry.

As a CFA Institute member society, CFA Society Milwaukee connects members to a global network of investment professionals with a common mission.


The Mission of CFA Society Milwaukee is to lead the investment profession locally by promoting ethical behavior, supporting professional development, and providing fellowship for the benefit of  members, candidates, investors, and the community​.