Who We Are

About CFA Institute

CFA Institute is the global association of investment professionals that sets the standard for professional excellence and credentials. The organization is a champion of ethical behavior in investment markets and a respected source of knowledge in the global financial community. Our aim is to create an environment where investors’ interests come first, markets function at their best, and economics grow. Our network of more than 160 societies helps carry out our global mission in local markets.

Learn more about CFA Institute and its mission

About CFA Society Stamford

Our 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.

CFA Society Stamford is the nucleus of the investment industry in the Fairfield and Westchester County areas, which include the following towns and cities: Greenwich, Stamford, New Canaan, Westport, Rye, Armonk, and White Plains, among others.  The Society provides comprehensive and timely content, enabling members to meet the challenges of the global markets while sustaining high standards of professional conduct. 

CFA Society Stamford was officially founded in May 1995 with just 15 members. Since 1995, the Society has experienced substantial growth and remains one of the fastest growing local CFA societies globally. The Society has over 700 members serving the investment profession.