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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.

Strategic Plan 

The society seeks to fulfill its mission by: 
  • To develop future professionals through assisting CFA exam candidates and college students to pursue 
    credentialing and careers in investment management and analysis.
  • To deliver member value that accelerates the professional success of our members.​
  • To build market integrity that benefits investors and our members that serve them.

To view our Society Bylaws - click here!


Membership, Scholarships & Advocacy Committee
Greg Crowell headshot (002).jpgGreg Crowell, CFA
Conundrum Solutions
President, Sponsorship Committee Chair &
University Relations Committee 

Jake Tolk.jpgSonny Gokhale, CFA
Iron Oak Capital Management 
Andrew Hockey.jpgAndrew Hockey, CFA
Thornburg Investment Management 
Programs Committee
JJMilder.jpgJJ Milder

Women's Advisory Committee & Candidate Coordinator
Holley Mariani.pngCallie Poerio
Fidelity Investment
Vice President
Reilly White.jpg
Debby Su, Ph.D, CFA, FRM
The University of New Mexico

University Relations
Reilly White.jpg
Reilly White, PhD
UNM Anderson

Di Zhou, CFA, FRM
Cambiar Investors

 About CFA Institute

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