Sign In



The Society was founded on May 23, 1998.


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.

Some fun fa​cts about our 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. ​

 About CFA Institute

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