Meet The CFA Society, Pittsburgh

Does your organization need skilled and knowledgeable investment or finance committee assistance? The CFA Society Pittsburgh can help you identify investment professionals who can help in areas like investment objectives and policy, asset allocation, portfolio construction, investment manager selection, and financial performance evaluation

The CFA Society Pittsburgh (CFASP) is a local chapter of the Chartered Financial Analyst (CFA) Institute, a global organization that leads the investment industry by setting the highest standard for ethics and professional excellence. The local society is an association of more than 400 financial professionals in a variety of investment and financially-oriented positions, most of whom have earned the CFA charter, the “gold standard” in investment management.

As part of a community outreach initiative, CFASP wants to connect its members with local nonprofits that need assistance with investments or finance committees. The CFASP currently has approximately 30 members who are interested in lending their expertise to the nonprofit sector.

If you have questions or want to learn more about this initiative, please contact CFASP society administrator, Caryn Loehr at info@cfapittsburgh.org or the program’s chair, Joe Lantz, CFA, CAIA at jlantz@federatedinv.com.

Do you want to enhance your organization’s investment knowledge? The society is holding an endowments and foundations investment and governance conference on May 18, 2016. To learn more about the event or register for a special nonprofit fee of $50, go to the “Upcoming Events” section of www.cfapittsburgh.org. The Bayer Center for Nonprofit Management’s Evie Gardner, Organizational Development and Finance Consultant, will be a panelist at the conference, providing her astute insight and holistic approach to finances and strategic decision-making.

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