CFA Society Rochester

A Member of the CFA Institute Global Network of Societies


Welcome to the CFA Society of Rochester!

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.

 Completed Events (2015-2016)


September 8, 2015 Monthly Luncheon David Richman, Eaton Vance

October 14, 2015

Monthly Luncheon


Daniel Rohr, CFA - Sector Director, Morningstar

Presentation: Outlook for China and Commodities

November 10, 2015
Monthly Luncheon

 Michael A. Gayed, CFA - Pension Partners, LLC

​December 14, 2015
​Monthly Luncheon
Jason Trennert - Strategas Research Partners
​April 5, 2016​Monthly Luncheon

​Richard Engel & James Nicholl - Mackenzie Hughes LLP

Presentation: Equity Crowdfunding

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 ‭(Hidden)‬ New CFA Charterholders