Upcoming Events

Tue. 12/2
Directional Long/Short, much talk but little implementation....why? Kenneth A. Masse, CFA Client Portfolio Manager Invesco Quantitative Strategies

Thu. 12/4
Equity Portfolio Structure in a High Tax, High Volatility Environment Paul Bouchey, CFA Director Tax-Managed Research Parametric Portfolio Associates

Thu. 12/18
CFA CANDIDATE KICKOFF EVENT

Jobs Newsletter

CFA Society of Seattle actively searches for industry job listings that can be found in the members-only section of the site. Register to receive a broadcast email with an overview when new listings are posted. info@cfaseattle.com. Nonmembers can subscribe to the newsletter for $15 for 90 days or $25 for 180 days here. Also, if you know of any available jobs, they can be posted here.


About CFA Society of Seattle

Created in 1974, the CFA Society of Seattle is composed of investment professionals dedicated to professional excellence, integrity, education, volunteer service and strength of community. The CFA Society of Seattle has over 900 members representing all major investment firms in the Puget Sound region. The CFA Society of Seattle is a local society of CFA Institute®, Charlottesville, Virginia, www.cfainstitute.org.

The CFA Society of Seattle:
Is a local, non-profit organization that serves the needs of members by:
  • Providing a forum for the exchange of information, education and ideas among the investment community
  • Enhancing members' investment knowledge and professional practices
  • Encouraging high ethical standards and professional conduct among all participants in the investment industry, and
  • Fostering a culture of inclusion, diversity and respect among investment professionals.

CFA Society of Seattle News

At Our Last Lunch Meeting...

Self-taught economist Michael J. Parks, editor of Marple's Pacific Northwest Letter, discussed the outlook for our state's economy, with particular attention to the Puget Sound region. The Seattle Times has called him the "dean of the Pacific Northwest economy watchers." Find his Nov. 11 presentation to CFA Seattle here.


Thank You For Participating in CFA Seattle's Member Survey


Thank you for providing such valuable feedback on the direction and priorities of your society. Twenty percent of you (185 of 921) completed the survey. Please follow this link to view results: CFA Sociey of Seattle Members survey

Many of you indicated that you are interested in becoming more involved with the society through volunteering. Would you kindly forward your contact information to: info@cfaseattle.org.

Congratulations to Lori Kaufman of Kaufman Kampe.
Winner of the case of wine!



CFA Day Celebration a Huge Success!

Thank you for attending our successful “An Evening with Puget Sound Media,” in celebration of the second annual CFA Day on June 20th at KCTS 9 Studios.

The event featured a panel of the area's prominent print and broadcast business journalists, moderated by KCTS 9 About The Money's Christine Chen, former anchor at Q13 Fox, with panel members: Barbara Morgan, Executive Editor of Washington CEO magazine; Al Scott, Managing Editor at the Puget Sound Business Journal; and Jon Talton, Senior business writer and columnist at The Seattle Times.

Click here to view photos from this dynamic event.



Meet CFA Seattle's Members

Meet our Society's membership via the Member Highlights page. You are invited to visit this page periodically, and learn about your peers. A different member will be highlighted monthly. The next one might be you!