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 Mission Statement

CFA Rochester's mission is, in partnership with the CFA Institute, to deliver educational programming, strengthen member involvement, and promote the Chartered Financial Analyst (CFA) designation for the benefit of finance professionals in the Greater Rochester and Central NY area.

 Board Contacts


President - Charles Ruff, CFA
Vice President - Keith Smith, CFA
Secretary - Jeff Donlon, CFA
Treasurer - Jordan Millner, CFA

Committee Chairs
Programs - Keith Smith, CFA
Outreach - Gerald Gugger, CFA
Governance - Matthew Torpey, CFA​

Christian Schulitz, CFA
Jake Conway, CFA
Ivy Wan-Beltejar, CFA
Matthew Kelley, CFA


 About CFA Institute

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

 Contact Us