CFA Society Madison Information

The CFA Society of Madison is a local chapter of the CFA Institute, a global, nonprofit member organization of financial analysts, portfolio managers, and other investment professionals. Our membership consists of individuals that are employed with area insurance companies, banks, money managers, wealth management firms, public agencies, universities and corporations. The job functions represented by membership are diverse ranging from equity, fixed income and alternative investment analysts to portfolio managers, wealth managers, sales and marketing professionals and partners, principals and CEOs of their firms.