CFA Society Boston
Financial ServicesView the employees at
CFA Society Boston-
Erik L. Jefferson, CFA, CAIA, CWS Chief Investment Officer, Flagship Harbor Advisors & Managing Partner, TrestleBridge Capital
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Boston, Massachusetts, United States
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Rising Star
Todd Fowler Director of Education and Events-
Marshfield, Massachusetts, United States
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Rising Star
Peter Sullivan, CPA, CFA Financial Expert, Board Member, Leader - Expertise in global portfolio management/strategy, asset allocation, pension plans, senior leadership-
Top 1%
Jamie Galyas Marketing and Events Coordinator at CFA Society Boston-
Boston, Massachusetts, United States
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Rising Star
Overview
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.
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