CFA Society Milwaukee - Who We Are

About CFA Institute

CFA Institute is the global association of investment professionals that sets the standard for professional excellence and credentials. The organization is a champion of ethical behavior in investment markets and a respected source of knowledge in the global financial community. Our aim is to create an environment where investors’ interests come first, markets function at their best, and economics grow. Our network of more than 160 societies helps carry out our global mission in local markets.

Learn more about CFA Institute and its mission

CFA Society Milwaukee Mission

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


CFA Society Milwaukee (formerly the Milwaukee Investment Analysts Society) was established in 1963 and was incorporated in 1970. In 1995 the society formed the Madison (WI) Chapter of the Milwaukee Society. In 1998 the Madison Chapter was admitted with society status as the Madison Investment Management Society.

Our membership consists of almost 700 individuals who are employed with area banks, insurance companies, investment counselors, brokers, public agencies, universities, and corporations. The society was organized to provide a forum for local investment management professionals to gather on a regular basis to attend corporate/analyst presentations, share ideas, and develop their knowledge and understanding of the securities markets. The CFA Society Milwaukee plays a vital role within the Wisconsin investment community.

The Milwaukee Society is a member of CFA Institute, the organization that formerly comprised the Financial Analysts Federation and the Institute of Chartered Financial Analysts.

The goals of CFA Society Milwaukee are to serve the needs of professionals in the investment decision-making process by providing a high-quality educational program and to promote high standards of professional ethics, conduct, and competence. Consisting of portfolio managers, security analysts, investment advisors, and other financial professionals, we promote:

  • ethical and professional standards within the investment industry,
  • encourage professional development through the CFA Program and continuing education,
  • facilitate the exchange of information and opinions among people within the local investment community and beyond, and;
  • work to further 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.