CFA Society Rochester

A Member of the CFA Institute Global Network of Societies


Welcome to the CFA Society of Rochester

Thank you for your interest in CFA Society of Rochester, a member society of the CFA Institute. Our
mission is to deliver educational programming, strengthen member involvement, and promote the Chartered
Financial Analyst (CFA) designation for the benefit of financial services professionals in the Greater Rochester
and Central New York area.
CFA Society of Rochester partners with the CFA Institute in fulfilling the Institute’s mission to lead the investment
profession globally by promoting the highest standards of ethics and professional excellence for the ultimate
benefit of society.
Register Now​ for CFA Society of Rochester's Annual Meeting ​​and Program Wednesday, June 7, 2017 at 8 AM
" Building the Investment Profession" by 
Paul Smith, CFA Institute President & CEO
June 7th Meeting Agenda:
Breakfast Meeting
8:00 AM - 8:30 AM Registration and Breakfast
8:20-8:30 AM Annual Meeting 
8:30 AM - 9:30 AM Program


Congratulations to Our New 2016 CFA Charterholders!
From Left to Right:  Matt Winters, Charlie Trible (Karpus Management), Charlie Ruff ( Federated Investors, Inc.), 
Dan Lippincott (Karpus Management)​, Robert LeRoy (Merrill Lynch), John Casey (Empire Valuation Consultants, LLC) and
Zubair Dawood​​ (Manning & Napier Advisors, LLC)​​​​​

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Contact Us
CFA Society of Rochester
PO Box 390
Pittsford, NY 14534​