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Join us at the next Social on Sep 28th

 Welcome to CFA Society Naples

CFA Society Naples mission statement: To lead the investment profession in Southwest Florida by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of the local community.

​The majority of our members have earned the Chartered Financial Analyst (CFA) professional designation awarded by the CFA Institute. However, membership is available to all investment professionals who meet the requirements. You do not need to be a CFA Charterholder to join the society.

Membership in the CFA Institute and the Naples society offers many career enhancing benefits. Click here for more information on how to get started. 


CFA Society Naples offers scholarships

CFA Society Naples is offering $1,000 academic scholarships to deserving university students who are studying finance. Applicants must submit a 500- to 1,000-word essay describing why they deserve the scholarship, how it fits into their major, plans for the future and goals for obtaining a CFA charter. The deadline to apply is Sept. 29 via email to Dr. Jones at

 ‭(Hidden)‬ CFA Naples 20th Anniversary

Thank you to everyone who attended the CFA Society Naples

20th Anniversary Social!

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Richard Barbour, CFADaniel HickeyDan Peter, CFA
David BrillhartAndrew Hill, CFAGeorgeann Portokalis, CFA
Charles Bromley, CFALaurence HulbertHubert Roosma
William Comish, CFAThomas IngramLouis Rusitzky, CFA
Virginia CraigKeith Johnson, CFAMichael Sansoterra
Alfred DiMattiesRobert KalamanMichael Schroeder
Edrick FlewellingKristopher Kaltenborn, CFAGustave Seasongood, CFA
Linda Flewelling, CFAMonte Kinard, CFAJohn Suddeth, Jr., CFA
Steven Foster, CFADan Kurz, CFADaniel Sullivan
Edward Foulke, CFAAnthony LeporeDonald Tigert
Edward Gordon II, CFARussell Liebetrau, CFAEdward Turville, CFA
William Grigsby, CFAGeorge Long, CFAThomas Ulanski, CFA
John Hardy, CFAThomas McCaughnaLyle Wamock, CFA
James Hartman, CFAPaul McKean, Jr., CFAScott Weltzien
Brian Heilman, CFARobert Meyer, CFAJonathan White, CFA
John HendersonDaniel O'NeilRobert Whitehead, CFA




 Who is CFA Institute?

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

 ‭(Hidden)‬ Content Editor

 Latest News

The CFA Society would like to thank Scott Rosenblum for the work and time he put in as President of the CFA Society Naples in 2015-2016. His leadership initiatives, in concert with a great board, led to the initiation of our Society Social Events, an extremely well attended Annual Forecast Dinner, and a successful series of luncheons for our members. For more information on the Society's leadership, please visit the Leadership page.

To sign up for the latest news, research, and alerts from the CFA Institute, members are encouraged to visit this page.