To lead the investment profession in the State of New Mexico by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of society.
- CFA Society New Mexico has over 100 members, 92% are charterholders.
- Approximately 49% manage private assets, and 47% manage institutional assets.
- Members’ occupations include: portfolio managers, chief level executives, research analysts, financial advisors, consultants, relationship managers, strategist, traders, and more.
- The top five employers of members and candidates in the area include: Thornburg Investment Management, Inc., Avalon Trust Company, RBC, New Mexico State Investment Board, and Bank of America Merrill Lynch.