Empowering the next generation of leaders is an investment for our future. ??? Watch as our summer interns share what they love most about their roles in investments and how these experiences are shaping their careers! At CFA Society Boston, we’re committed to creating opportunities for emerging leaders to thrive. Want to learn more about how you can get involved? Head to https://www.cfaboston.org/ today! #InvestInYourFuture #NextGenLeaders #CFA #EmergingLeaders #CFABoston #InternLife #Finance #Leadership
CFA Society Boston
金融服务
Boston,Massachusetts 4,304 位关注者
New England’s largest membership organization for investment professionals with over 6,000 members.
关于我们
Who We Are: A founding member society of CFA Institute, CFA Society Boston is a network of 6,000 investment management professionals in the Greater Boston area. Our Mission: To be a community of investment professionals which promotes the highest ethical standards, career development, and fellowship among its members, for the benefit of their clients, and the broader investing public. Our Vision: CFA Society Boston will serve its members by providing them with the best career resources, educational training and advance technology platforms. Our Values: CFA Society Boston values an ethical industry that is educated and advanced in industry knowledge. We place a premium on member satisfaction and strive to have 100% satisfaction from our members.
- 网站
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https://www.cfaboston.org/index.asp
CFA Society Boston的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Boston,Massachusetts
- 类型
- 非营利机构
- 创立
- 1946
- 领域
- Financial Management、Networking和Education
地点
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主要
101 Federal Street
Suite 502
US,Massachusetts,Boston,02110
CFA Society Boston员工
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Rod Gallagher, CFA
Managing Director, Capital Markets Strategic Accounts
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Sri Krishnamurthy, CFA, CAP
CEO, QuantUniversity | AI Expert | Educator | Author | TedX Speaker |
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George Dudley
Retired Marketing and Communications Professional
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Erik Jefferson, CFA, CAIA, CWS
Chief Investment Officer, Flagship Harbor Advisors & Managing Partner, TrestleBridge Capital
动态
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? Tis the season for our Signature Women's Initiative Joint Holiday Networking Reception! ? Join us at Clery's in Boston for a festive evening of networking with top women in finance and investing! The Women's Initiative Joint Holiday Networking Reception is a signature event hosted by CFA Society Boston, Boston Women in Finance, Women in ETFs Boston, Women Investing for a Sustainable Economy (WISE), Women Investing for a Sustainable Economy, the Financial Planning Association (FPA), and the MassCPAs. Don't miss this chance to celebrate the season with like-minded professionals, expand your network, and make lasting connections. Register today before we sell out - https://lnkd.in/ea8x65hv #HolidayNetworking #WomenInFinance #BostonEvents #Networking #WomenSupportingWomen
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Hey, CFA Program candidates! Did you know that CFA Society Boston has a partnership with Kaplan Schweser to bring you the best from two premier CFA? exam prep providers! This partnership gives you the flexibility to create a custom study plan that suits your preferred learning style and specific study needs. What does this mean for YOU? - Access to top-tier study materials ?? - Latest learning technologies ?? - Expert instructors ???? - Final review workshops ?? - Mock exams to test your knowledge ?? This is a valuable benefit to the Boston finance community and we're excited to see our members succeed! Take advantage of this exclusive offer and elevate your CFA? prep experience with Kaplan Schweser! ?? Check it out here - https://ow.ly/mQf550U2tiR #CFA #KaplanSchweser #CFAExam #CFAExamPrep #FinanceCommunity #CFAStudy #CFAJourney #CFAExamSuccess
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???? The countdown is ON! Join us for the Sustainable Investing Half-Day Conference on November 20th at 100 High Street Place, Boston! As a Society committed to ESG principles and Climate Risk, we’re excited to host an event focused on Transition Finance. The conference will feature a keynote by Aniket Shah, Global Head of Sustainability & Transition Strategy at Jefferies, along with expert panels on Regulation, Macro Trends, and Investment Decisions. ?? Register now to secure your spot - https://ow.ly/f5Sc50U1hu7 #SustainableInvesting #ESG #ClimateRisk #TransitionFinance #Investment #BostonEvents
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??? Exciting news! Season 2 of our podcast kicks off with a powerful conversation featuring current Chair - Asha Mehta, CFA, and Past Chair - Sarah Samuels, CFA, CAIA. Join us as Sarah shares her inspiring career journey and insights on the importance of community, education, and role models in finance. From strategies for capital allocators to the impact of AI and promoting DEI, this episode is packed with wisdom! Plus, don’t miss her thoughts on financial literacy for the next generation through her book, "Braving Our Savings." Tune in now for an engaging discussion that will empower and inspire! ??https://ow.ly/TmaY50TZo5s #CFA #Finance #Podcast #DiversityInFinance #FinancialLiteracy #Community #AIinFinance
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Happy November, CFA Society Boston members! ?? Don’t miss out on our exciting November lineup! Join us for our Sustainable Investing Half-Day Conference, connect with peers at upcoming networking opportunities, or register to remind yourself of member benefits at our Debut New Member Orientation. Whether you’re looking to expand your knowledge or grow your network, there’s something for everyone! ?? Mark your calendars and register now - https://lnkd.in/e9Uydg7S
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?? New Blog Alert! ?? Dive into Urmi Hossain, CFA, CAIA’s inspiring journey as a CFA Charterholder and discover how she maximizes her CFA Society Boston membership! Unlock exclusive insights and tips in our members-only community, Connect. Read the full post now! ?? #CFA #CareerJourney #ConnectCommunity
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Hey Members! We’re stoked to share highlights from our recent networking event, where investment professionals shared their unique career journeys! ?? At CFA Society Boston, we’re proud to represent a diverse membership of 6,000 professionals, each contributing their own skills and experiences to the investment industry. Together, we’re shaping the future of finance! ??? ??? Keep the conversation going ?? Comment your current role within the investment industry below.
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CFA Society Boston staff recently had the pleasure of meeting Finance based Endicott College students at the Annual Meet the Firms event! We love attending nearby colleges and universities to inform students about the CFA Institute Charterholder Designation and about the endless benefits of membership with us. Thanks for this opportunity to connect, Go Gulls!?
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Happy Friday, members!???? Today we are hearing from candidate member, Jeff Charest who attends many networking events and volunteers by being a Firm Champion! ??Do you want to refresh your memory on the benefits of membership?! Visit our website or email [email protected] with any questions.