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Society News

We've Moved!

CFA Society Boston is excited to begin collaborating in a new space and looks forward to the abundant opportunities that this new location will provide for our members, volunteers and all who are involved in our Society! We ask that you please update your records accordingly. We look forward to welcoming you to our new society home, 101 Federal Street, Suite 502, Boston, MA 02110. 

Announcing the 37th Annual Market Dinner

CFA Society Boston is excited to announce that the 37th Annual Market Dinner will take place on Tuesday, April 4, 2023 from 5:30 - 8:30 PM at the Omni Boston Hotel at the Seaport. We will welcome esteemed guest speaker Morgan Housel, Partner, Collaborative Fund and Former Columnist, The Motley Fool to the society’s signature event. For more information on the event, or to register or sponsor please click here

Message from CFA Society Boston Board of Directors Chair, Heather Young, CFA

Heather Young, CFA, 2022-2023, Chair of the CFA Society Boston Board of Directors shares information about CFA Society Boston including strategic initiatives and goals for the 2022-2023 membership year. Watch the video now!

Announcing the 2022-2023 CFA Society Boston Board of Directors

CFA Society Boston held our 76th Annual Meeting and Election of Officers virtually on June 15th. Thank you to all of the members that participated in the Annual Meeting and election. We are proud to introduce the 2022-2023 Board of Directors. Meet the Board of Directors here

CFA Scholarship Winners

CFA Society Boston is proud to announce that the second cohort of 2022 CFA Scholarship recipients was awarded to the following deserving individuals: Alfonoso Meraz; Farah Sakli; and Ruoxian Wang.

The CFA Society Boston CFA Scholarship was developed to assist eligible candidates who show a strong work ethic, a commitment to achieving the charter, and are involved in the community.

2022 Annual Report Now Available 

CFA Society Boston's 2022 Annual Report is now available! Read more about the society's mission, vision, and story, plus explore the multiple avenues of content offered by the society during this past fiscal year. Click here to download and read our 2022 Annual Report.

CFA Society Boston and Boston Based Firms Some of the First Signatory Organizations to New CFA Institute Diversity, Equity, and Inclusion Code for the Investment Profession in US and Canada

CFA Society Boston, New England’s largest membership organization for investment professionals, today announces that the Society and Boston based firms Cambridge Associates, GMO, MassPRIM, and Payden & Rygel are part of the 16 organizations that have become inaugural signatories to the newly launched voluntary CFA Institute Diversity, Equity, and Inclusion Code for the Investment Profession in the United States and Canada (“DEI Code”).

Leaders and members of CFA Society Boston served in integral roles as part of the CFA Institute working group that developed the DEI Code. The DEI Code aims to foster commitment from institutions to DEI action that will lead to greater inclusion of wider viewpoints from the best talent, which will lead to better investment outcomes, help create better working environments, and generate a cycle of positive change for future generations.  DEI is a core pillar of CFA Society Boston’s strategic plan and our commitment represents the desire of the society and the local investment management community to make real progress as it relates to DEI. We encourage members and Boston firms to join us in supporting the DEI Code. Click here to  read the full press release. Click here to learn more about the DEI Code.



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