CFA Society South Florida

A Member of the CFA Institute Global Network of Societies


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Thanks to the panelists and moderator for providing a lively discussion on resume writing, LinkedIn profiles, and interviewing strategies.

  • Ivana Bertuzzelli, CIPM, Vice President, Portfolio Analytics, Intech Investment Management, LLC
  • Lisa Bradley, AVP, Talent Acquisition, PNC Financial Services
  • Andrew J. Burkly, CFA, Institutional Portfolio Manager, Templeton Global Equity Group
  • Rachel Trock, Director of Human Resources, Polen Capital Management
  • Moderator: Christina Worley, CPA/PFS, CFP®, CFA, Founder and Managing Member, Castle Wealth Management and President, CFA Society South Florida

From Left to right: Andrew Burkly, Christina Worley, Ivana Bertuzzelli, Lisa Bradley, and Rachel Trock

Review job listings by clicking h​ere. Open to members and non-members.

We also list CFA Institute's Career Center Florida job listings.

EMPLOYERS: Contact to list your opportunities with us! There is no charge to list a job.



Events open for registration​

March 21.2019 - AstraZeneca

Register by 1 March 2019 and save $200                    

Mark Your Calendar! ​Events listed are tentative and will open for registration once details are finalized.
June 12, 2019 - Annual meeting and equity panel​​​​​​​​​

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CFA Society South Florida, Inc. (the Society), is a member driven organization of financial professionals​ dedicated to the highest standards of professional competence and integrity. The Society, a non-profit organization founded in 1971, serves the investment community and its members by promoting active participation in Society programs and events and by providing useful tools to advance personal and professional development among members.

 Who is CFA Institute?

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


CFA Society South Florida is part of Global Passport Program. Regular and affiliate members of other CFA Societies can attend eligible events at member price.


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 Non-Members Mailing List

Sign up now to get notifications of upcoming CFA Society South Florida events! Now you can sign up via text too!

(This registration form is for non-members only. Members are automatically registered via their CFA Institute or local CFA Society South Florida membership.)​


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