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 Membership Profile

​The mission of CFA Society Tucson is ​to serve our members and the Southern Arizona investing community by promoting ethics, education, and professional excellence​.As one of CFA Institute member societies, our society connects members to a global network of investment professionals. We are proud to promote this through:
  • ethical and professional standards within the investment industry,
  • encourage professional development through the CFA Program and continuing education,
  • facilitate the exchange o​f information and opinions among people within the local investment community and beyond, and;
  • work to further the public's understanding of the CFA designation and investment industry. 

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​​Northern Trust
​TCI Wealth Advisors, Inc.
​Tucson Electric Power Company
​Wells Fargo
​​University of Arizona
​Bank of America Merrill Lynch
​Brueggeman & Johnson Yeanopolos, P.C.
​Raskob Kambourian Financial Advisors


​Portfolio Manager ​39%
​Financial Advisor ​24%
​Other ​11%
​Corporate Financial Analyst ​8%
​Chief-Level Executive ​8%
​Consultant ​5%
​Risk Manager ​3%
​Research Analyst​​​t ​3%


 About CFA Institute

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