CFA Society Philadelphia

A Member of the CFA Institute Global Network of Societies

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 CFA Institute

​Paul Smith, CEO of CFA Institute, Visits Philadelphia

On Friday July 29, Paul Smith, CFA visited the Philadelphia region.  Paul is the current CEO and President of CFA Institute, headquartered in Charlottesville, VA.

Paul began his day in our region by visiting with senior executives from Vanguard at their corporate headquarters in Malvern, PA.  He then met with a group of fifty Vanguard ​CFA candidates and Charter holders to provide an update on CFA Institute initiatives.

in the afternoon, Paul traveled to Center City Philadelphia to meet with the CFAP Board of Directors.  He then presented his vision of the future of the CFA Charter at a member luncheon.  Paul also discussed the 70th CFA Institute Annual Conference, to be held in Philadelphia in May 2017.

Paul concluded his trip to Philadelphia by visiting with executives at Franklin Square Capital Partners.

Thanks to Paul for taking time to visit the Philadelphia region.

​Paul Smith presents to CFAP members during his visit to Philadelphia.


 CFA Society of Philadelphia

Mission Statement:

  • ​​To lead a preeminent community of investment and finance professionals who promote the highest standards of ethics, education and professional excellence.

Vision Statement:​

We aspire to a Society that:

serves our members and other financial professionals who seek education, knowledge, professional development, connection and inspiration;

​sets the standard among Philadelphia-area investment and financial professionals on the topics of ethics and excellence of practice.