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 Overview

CFA Society Stamford
1127 High Ridge Rd., Stamford, CT, 06905
Stamford, CT 06905
Tel: 434-817-4781

CFA Society Stamford: One of our goals is be the professional networking hub of finance and investment professionals in Westchester and Fairfield Counties. This diverse group includes hedge fund professionals, allocators, lawyers, accountants, prime brokers and other service providers active in the hedge fund sector.

CFA Society Stamford, the local chapter of the CFA Institute, covers Fairfield, CT and Westchester, NY counties. With nearly 100,000 CFA Charterholders (and another nearly 200,000 pursuing their charter) in over 138 Societies in 58 countries, the CFA charter has become the global professional investment credential. CFA Institute is a self-regulatory organization that requires strict adherence to a code of ethics and objective financial analysis on the part of its members.

In the past few years, directly because of growing interest from the Hedge Fund and Private Wealth Management communities, CFA Society Stamford membership has grown from 195 to nearly 500+ members. Our database also includes over 5,600 people who live or work in our area who have gone through the application and examination process in pursuit of their CFA charters.  CFA Society Stamford is one of the fastest-growing US societies (3x the rate of other US Societies) because of the expanding finance and investment industry in our area. We have a Jobline that is quite popular (almost 98% of the people who visit our site visit the Jobline pages) – so we know our stakeholders are focused on that area of our service to our members.

Each of the 12 CFA Society Stamford sponsored events in the past year has been attended by an average of 50 guests. Recent keynote speakers include Jim Rogers (Quantum Fund/ “Hot Commodities”) and Dr. Mark Faber (HK).

Selected list of Hedge Funds: Andor Capital Management; Ategra Financial; Tremont Capital Management; SAC Capital Advisors; RBS Greenwich Capital Markets; Parker Global Strategies; K2 Advisors, Ardsley Partners; Charter Oak Partners; ZEBRA Capital Management; Pequot Capital; P-Square Investments; Redwood Investment Management; Oaktree Capital Management; Canaan Partners; Tudor Investment Group; Paloma Partners; Coriphy Asset Strategies.
Selected List Of General Financial Institutions: Citigroup Asset Management; GE Asset Management; Greenwich Capital Markets; Commonfund Capital; Genworth Financial; UBS; Commonfund; Lazard Asset Management; Princeton University Investments Company; ING Investment Management;

Selected list of Other Attendees: Factset Research System; CRA RogersCasey; Bhirud Associate; Towers Perrin; Standard & Poor’s; Yale School of Management; Lord, Abbett & Co; Cummings & Lockwood; Deloitte & Touche; Rocaton Investment Advisors; PepsiCo; IBM; Greenwich Associates.

Selected List of Functions: CIO, COO, CTO, Portfolio Manager, Analyst, Trader, VP Business Development and VP Investor Relations.


About CFA Institute

CFA Institute is the global membership association that administers the Chartered Financial Analyst © (CFA) and Certificate in Investment Performance Measurement (CIPM) curricula and exam programs worldwide; publishes research; conducts professional development programs; and sets voluntary, ethics-based professional and performance-reporting standards for the investment industry. CFA Institute has more than 96,000 members, who include the world’s CFA charterholders, in 133 countries and territories, as well as 135 affiliated professional societies in 56 countries and territories. CFA Institute has offices in Charlottesville, Va., London, Hong Kong, and New York.


Mission Statement

CFA Society Stamford's mission is to lead the investment profession locally by promoting the highest standards of excellence, education, professional excellence and fellowship for the benefit of the local community.