Founded in 1991, the CFA Society of Sacramento operates as a member Society of CFA Institute. Our membership consists of over 100 regional investment professionals and academics. Our members work in both the public and private sectors in a broad range of capacities: Chief Investment Officers, Portfolio Managers, Investment Management Consultants, Financial Analysts, Chief Financial Officers, Economists, Educators, Valuation Experts, Corporate Governance Experts, and more.
Our mission is to utilize our collective investment knowledge, expertise and global network in order to function as a valuable resource to our members and to benefit our regional community.
Our Society fulfills its mission by:
- Providing unparalleled opportunities for professional education for our members and guests
- Promoting the prestige and value of the CFA charter to our community
- Creating forums for professional networking and social activities
- Providing significant study assistance to regional candidates in the CFA Program
- Serving as an employment resource for regional investment professionals and employers