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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 - Jake Conway, CFA
Governance - Matthew Torpey, CFA​

Joel T. Redmond, CFA
Christian Schulitz, CFA
Albert Yu, CFA​
Ivy Wan-Beltejar, CFA
Gerald Gugger, CFA


 About CFA Institute

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

 Contact Us