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 Who We Are

CFA Society Pittsburgh was formed in 1957 and is a chapter of the CFA Institute (CFAI). The mission of the Society is to lead the regional investment profession by providing educational and career development opportunities for members, investment professionals, and the community. The Society pursues this mission by actively promoting ethical and professional standards within the investment industry, encouraging professional development through the Chartered Financial Analyst (CFA) Program, and by facilitating the open exchange of information and opinions. The CFAI is a global organization that awards the CFA charter and leads the investment industry by setting the highest standard for ethics and professional excellence while vigorously advocating for professional development and a fair capital markets system.

CFA Society Pittsburgh has over 500 members of which 95% hold the CFA designation. Additionally, each year we have over 300 candidates pursuing this prestigious designation. The CFA designation is often considered the “gold standard’ in the investment management industry. Our members are frequently the key decision makers at their firms and work in diverse areas of investment management and finance, including institutional portfolio management, investment consulting, plan sponsors, private wealth management, hedge funds, private equity, corporate finance, and academia. We also periodically partner with other local professional organizations, have educational partnerships with universities, and a financial literacy campaign.

 Society Leadership


1.    Co-Presidents – Jim Herrington, CFA, CAIA and Jody Madala, CFA

2.    Vice President – Joe Lantz, CFA, CAIA

3.    Treasurer – Phil Bartels, CFA

4.    Secretary – Eric ​Fencil, CFA

5.    Past President – George Emanuele, CFA, CFP®, CMT, CIPM, PRM

6.    Membership Chair – Brad Jones, CFA, EA

7.    Programs Chair – Steve Miller, CFA, CIPM

9.    Financial Literacy Chair – Gene Natali, CFA​

 Society Sponsorship

If your company is interested in reaching hundreds of Pittsburgh’s key investment decision makers, we invite you consider sponsoring the society and/or one of our events [insert link to newly created “Events” page]. [Add placeholder for link to sponsorship packet that will need to be updated].

For more information, please contact committee chair, George Emanuele​

 About CFA Institute