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In 1994, 3 investment executives met together to discuss a formation of an investment society for the Fairfield County, Connecticut area. The closest societies, New York City and Hartford, were too distant. Because of their vision, they founded the Stamford Chapter of the Hartford Society of Financial Analysts.

The Stamford Chapter was officially founded in May, 1995. Allen Lovejoy, CFA, (the primary co-founder) became its first President. The Chapter only had 15 members at that time. Since 1995, the Chapter has experienced substantial growth. Because of the large numbers of investment personnel located in Fairfield County, the Chapter became one of the fastest growing units of all the AIMR Societies. During this time, expanded opportunities were offered in the Education and Program areas.

Jeffrey Hall, CFA, became the 2nd President. He served from 1996-1998. During this time, the Chapter was on its way to becoming a Society. In 1998, the Chapter was renamed the Stamford Society of Investment Analysts and admitted into AIMR as a separate independent Society. Ralph Lim, CFA, became the first President of the new Society and the 3rd President of the Stamford unit. The chapter was renamed again in 2004 to Stamford CFA Society, and again in 2013 to CFA Society Stamford.

Today, CFA Society Stamford has a diverse professional membership and continues to grow rapidly. Its CFA review courses are popular with investment professionals. Program offerings have included outstanding practitioners and are highly topical.

The success of CFA Society Stamford is a lasting tribute to the vision of its co-founders; Allen Lovejoy, Jeffrey Hall and James Kitler.  CFA Society Stamford currently has 600+ members and meets monthly September through June.