CFA Society Vermont is a local affiliate of the CFA Institute, a global, non profit member organization of financial analysts, portfolio managers and other investment professionals. Our history began in February 1996 when a group of financial analysts met to organize a professional society for the purpose of continued professional development.
We initially incorporated on March 4th, 1996 as a chapter of the Boston Security Analysts Society. We became an independent society on April 30th, 2000. Today we have close to 100 members. The job functions represented by our membership are diverse ranging from equity, fixed income and alternative investment analysts to portfolio managers, wealth managers, sales and marketing professionals and college professors.