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About 2017-06-16T09:57:02+00:00

A Leading Forum for Investment Community

CFA Society New York was founded by a group of professionals that included Benjamin Graham, the “father of securities analysis” and one of the most influential men in the history of finance. Through generations of investment professionals, CFA Society New York remains steady as a leading forum for the investment community since 1937.

History

CFA Society New York Founding Member

Benjamin Graham

CFA Society New York has been a leading forum for the investment community since 1937. That year, a small group of security analysts decided to turn their casual lunch gatherings into a series of regular meetings. They held an organizational luncheon in a private dining room of the New York Chamber of Commerce. It was there that CFA Society New York was conceived, with a membership of approximately 20 analysts, including Benjamin Graham, the “father of securities analysis” and one of the most influential men in the history of finance. In September of that year, the Society held its first formal program, at which Lawrence Klybert of Alexander Eisemann & Co. spoke on “Options – Their Effect on the Market Price of Stocks.” By 1939, the Society had grown to 82 members. Today, with almost 9,000 members, CFA Society New York is one of the largest of the more than 142 societies worldwide that comprise CFA Institute.

Mission Statement

The mission of CFA Society New York is to serve the needs of all members and investment professionals and to educate the investing public.

The fundamental objectives of CFA Society New York are:

  • To provide the premier forum for the exchange of information among investment professionals, corporate management, and other interested members of the public
  • To maintain an active program of leadership development, career assistance, and continuing education
  • To encourage the pursuit of high standards of ethics and professional conduct, and to promote integrity and professionalism