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Dear Society Members and Candidates:

While the Coronavirus (COVID-19) pandemic is changing the way we all live and work, we at CFA Society South Florida are committed to serve you.

I am honored to fulfill my second and final year as your Society President for 2020-2021. I feel even more fortunate to have the pleasure of working alongside three South Florida Past Presidents in volunteer and executive roles. I’d like to take this opportunity to thank the Board and society volunteers for donating life’s most valuable asset – their time – in support of our mission to lead the investment profession locally by promoting the highest standards of ethics, education, and professional excellence.​

The Board would like to acknowledge the contributions of Directors Wesley Burns, CFA, CFP and Philip J. Keating, CFA who completed their term and stepped down from the board as of June 30, 2020.

Wesley served as Education Chair after several years of volunteering for the society. During his tenure he successfully spearheaded the February 2020 Florida Societies Research Challenge, coordinating the logistics for the competition held at the University of Miami among universities statewide.

Philip served as our longtime Programs Chair and his notable program additions include the Annual Forecast panel, the Charterholder Awards Ceremony, and the Alternative Investments panel. He tirelessly promotes the value of the CFA designation and is passionate about continued Professional Learning as evidenced by receiving his 25-year certificate for Continuing Education from the CFA Institute. He prioritizes mentoring younger CFA Charter holders and future CFA Society leaders. In recognition of his decades of service to the society, the Board of the CFA Society South Florida hereby renames the Volunteer of the Year Award to the Philip J. Keating Award.

Thank you to Wes and Phil for their service to CFA Society South Florida!

Read the full letter text here

If you haven’t already, there’s still time to renew your membership. With your renewal, CFA Society South Florida will be there to help you meet your professional goals. I implore you to take advantage of all that your local CFA chapter has to offer by participating in another outstanding year of high-value programs and professional development.

Thank you for your Society membership and please stay safe.


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