Upcoming Events

Thursday, March 26 CFA Tampa Bay Presents 2020 Ethics Invitational

Tuesday, April 21 CFA Tampa Bay Presents The Human Brain on Investing: Implications of Investor Psychology

Search for all upcoming and past event details in our Event Calendar

Welcome to the CFA Tampa Bay Society website, an affiliate of the CFA Institute. The CFA Institute is a nonprofit organization of more than 1683,000 Chartered Financial Analysts and investment professionals from over 164 countries worldwide. Learn more at CFAIinstitute.org

Our mission is to enhance the success of our members and lead our local financial community by promoting the highest standards of ethics, education and professional excellence.

Our primary service areas are:
Ethics & Advocacy – Leading the investment industry forward with courage by taking an active role to advocate for higher ethical standards.

Professional Growth – Helping our members stay current in a continuously evolving profession by offering educational programs.

Career Development – Offering tools and resources to gain an edge and stand out at every step of their careers.

November 21, 2019 -- Former CFA Society President, Angelo L. Santiago, passed away on November 18, 2019. He served as president of our Society in 1978-79.

His 50 years in the investment field included executive positions with major institutions such as Comerica Bank & Trust, as well as several registered investment advising companies as director of research and portfolio management.

A resident of Sarasota, Angie was active with our Society and he will be missed. A funeral mass will begin at 9:30 am on Tuesday, November 26th at Incarnation Catholic Church, 2901 Bee Ridge Rd., Sarasota, FL 34239. Followed by a graveside service with Military Honors at 12:30 pm at Sarasota National Cemetery, 9810 State Rd. 72, Sarasota, FL 34241.

In lieu of flowers, donations may be made to St. Jude Children's Research Hospital, National Kidney Foundation, or American Heart Association.

CFA Society Tampa Bay Associates
CFA Society Tampa Bay accepts a limited number of associates each year.

If you are not a CFA Charterholder and are interested learning about the benefits of becoming an Associate, click here.

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