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, 88% are
- Approximately 30% manage private assets, and 31%
manage institutional assets.
- Members’ occupations include: portfolio managers, chieflevel
executives, research analysts, financial advisors,
consultants, relationship managers, strategist, traders, and
- The top five employers of members and candidates in the
area include: Thornburg Investment Management, Inc., Wells
Fargo, Sandia National Laboratories, Avalon Trust Company,
and Bank of America Merrill Lynch.