The leading association of investment professionals in the Tampa Bay area of Florida

Who Are Our Members




CFA Tampa Bay currently has over 350 members.  Below is a breakdown by industry and title.

CFA Charterholder Information Percent
CFA charterholder 97%
Non-charterholder 3%
   
Industry Classifications Percent
Broker Dealer, Investment Banking 22%
Commercial/Retail Banking, Bank Trust Departments 23%
Consulting Firm 5%
Corporate/Public Sponsor & Foundation/Endowment 1%
Insurance Company 1%
Investment Company/Mutual Fund 20%
Investment Management Counseling 16%
Other businesses including government, academic, and miscellaneous 9%
   
Titles and Occupations Percent
Analyst 23%
Chief Executive 9%
Consultant 2%
Financial Advisor, Relationship Manager 10%
Portfolio Manager 34%
Risk Manager 2%
Other 25%
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