MISSION STATEMENT: To serve our membership and investor community by fostering educational and career development, professional resources and networking opportunities.
We seek to:
From its beginning in 1957, CFA Society Pittsburgh has been bringing together Pittsburgh's financial community in one organization.
CFA Society Pittsburgh is over 500 members strong. CFA Society Pittsburgh offers a variety of member programs, ranging from monthly luncheon speakers to CFA study programs. CFA Society Pittsburgh promotes ethical and professional standards within the investment industry, encourages professional development through the CFA Program, and facilitates the open exchange of information and opinions.
2018 - 2019 CFA Pittsburgh Board Members
Front (L-R): Caryn Loehr, Josh Armstrong, Jim Herrington, Lisa Brignoni, Gene Natali Back (L-R): Brad Jones, Joe Lantz, George Emanuele, Jody Madala, Greg Filbeck
CFA Society Pittsburgh would like to thank its partnership sponsors for their support.
CFA Society Pittsburgh - Bylaws - Revised - 04-08-20 (1).pdf
2017 CFA Pittsburgh Annual Report (July 2017)
2016 CFA Pittsburgh Annual Report (July 2016)
CFA Pittsburgh Annual Report (July 2015)
Climate Change Investment Implications - January 15, 2020
Select Fund Morningstar
CFA Magazine article recognizing Chris Pretsch and the Financial Literacy Committee
Pittsburgh Business Times article featuring Joe Lantz and his work on the Endowments & Foundations Conference on June 13
Retail Investors Doc Final Draft.pdf
Public Doc Final Draft.pdf
2019 Annual Meeting Presentation
2019 Annual Report
2019 Compensation Survey
CFA Institute is a global, nonprofit member organization of financial analysts, portfolio managers, and other investment professionals.
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