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Join or Renew 2017-07-25T18:00:29+00:00

CFA Society New York Bestowed with Three Society Excellence Awards from CFA Institute

CFA Institute honors CFA Society New York at 2017 Society Leadership Conference in Philadelphia for its outstanding work and dedication throughout the year


NEW YORK, MAY 23, 2017 —
 CFA Society New York—formerly, the New York Society of Security Analysts (NYSSA)—has been recognized by CFA Institute, the global association of investment professionals that sets the standard for professional excellence, as the 2017 recipient of the following awards:

  • Strategic Initiatives: Delivering Member Value –  CFA Society New York received this global award for providing compelling value on a consistent basis to all members across our vibrant member community. NYSSA’s membership grew to 10,000 during the period. 
  • Research Foundation Society Award: Events/ActivitiesCFA Society New York was chosen by CFA Institute Research Foundation to receive this award based on our robust calendar of informative and educational events. We host over over 70 seminars per year while also offering numerous member-exclusive forums organized according to member interests. During the period, we also hosted the 50th anniversary celebration of the Research Foundation itself.  At this celebration Frank Fabozzi was presented with the JAMES R. VERTIN AWARD. 
  • Inaugural Global Outstanding Young Leader: Thomas BrigandiTom was chosen as the inaugural recipient of this global award for his prolific work at CFA Society New York. He has built a team of over 150 volunteers who regularly organize events from an independent and objective perspective. The most successful of these is the Asset Owner Series which hosts Chief Investment Officers from each segment of the Asset Owner universe. FOR THOMAS BRIGANDI’S BIO, CLICK HERE. 

“The Society Excellence Awards programme gives CFA Institute the opportunity to distinguish the hard work and commitment that our global network of societies demonstrates” noted Emily Dunbar, head, Global Society Relations. “With 149 societies in 73 countries and territories, CFA Institute is grateful for the thousands of CFA charterholders that generously volunteer their time and skills, and in turn, help to create a better member organization that benefits the investment profession at a local, regional and global level.”

For full press release, click here.

Thank you for your interest in joining CFA Society New York!

We look forward to welcoming you as a member. Below are the membership types we offer.

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Why Join?

CFA Society New York has been a leading forum for the investment industry since 1937; your membership supports the legacy of Benjamin Graham, CFA Society New York’s founder.

CFA Society New York is the largest CFA society in the world with over 10,000 members.

• Members receive early notification, invitations and potential access to industry shaping events*.

• Members receive substantial discounts on paid events and other educational opportunities.

• Members are able to access peer to peer Roundtables, Research, Discussion and Thought Leadership Groups.

• Members may gain access to previous content via our video and audio recordings (as long as Chatham House Rule or other restrictions were not in place).

• In person networking at receptions following events and at dedicated socials.

• Your membership supports the work of CFA Institute in New York.

• Your membership provides you with a voice as we help raise the standard of investment management globally.

CFA Society New York is a local financial community for those who lead the global investment management industry.

Regular (CFA charterholder) Member

  • You are a current CFA charterholder renewing your CFA Society New York membership
  • You passed the Level III exam, and have four or more years of acceptable professional work experience, to become a CFA charterholder and CFA Society New York member
  • You are a CFA charterholder and are electing to choose CFA Society New York as your local society (remember to indicate you wish to be a member of CFA Society New York)
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Professional Membership

  • You have four or more years of acceptable professional work experience, have at least a Bachelor’s degree, and are not a charter holder
  • You can be a CFA candidate (4+ years of experience) or a finance professional
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Candidate Membership

  • You have a Bachelor’s degree and are currently enrolled in the CFA program with more than one but less than four full years of acceptable professional work experience

Do not fill out the Candidate Membership application if you are in the process of becoming a chaterholder and have 4+ years of work experience. You must fill out the Professional Membership application.

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