CFA Society New York
CFA Society New York's Overview
CFA Society New York (CFANY) is a prominent non-profit organization serving the financial services industry. As one of the largest member societies of the CFA Institute, CFANY is dedicated to advancing the investment profession by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of society. It provides a forum for investment professionals to connect, learn, and develop through a wide range of programs, events, and resources, catering to CFA charterholders, candidates, and the broader financial community in the New York metropolitan area.
Where is CFA Society New York's Headquarters?
HQ Function
Serves as the administrative center, primary venue for educational seminars, professional development workshops, networking events, and member services for investment professionals in the New York region.
Notable Features:
Located in a landmark Broadway building, the headquarters offers modern facilities equipped for meetings, conferences, and member engagement. Its central location provides convenient access for finance professionals working across the city.
Work Culture:
The work culture at CFANY is professional, member-centric, and highly collaborative. Staff are dedicated to supporting the educational, ethical, and career advancement needs of CFA charterholders and investment professionals, fostering an environment of continuous learning and service.
HQ Significance:
The headquarters acts as a vital hub for New York's extensive financial community, facilitating thought leadership, ethical practice advocacy, and networking opportunities among industry leaders, practitioners, and academics.
Values Reflected in HQ: The headquarters' operations and environment reflect CFANY's core values of integrity, professional excellence, education, community, and ethical leadership in the investment field.
Location:
While CFA Society New York's direct operations are focused on the New York metropolitan area, it is an integral part of the CFA Institute's global network of member societies. Through this affiliation, CFANY contributes to the global mission of promoting ethical behavior and professional education standards in the investment industry worldwide. It connects its members to a global community of investment professionals, fostering international perspectives and collaboration.
Street Address:
1540 Broadway, Suite 1010
City:
New York
State/Province:
NY
Country:
USA
CFA Society New York's Global Presence
Buying Intent Signals for CFA Society New York
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Executive Team of CFA Society New York
As of April 2025, CFA Society New York' leadership includes:
Investors of CFA Society New York
CFA Society New York has been backed by several prominent investors over the years, including:
Executive New Hires/Exits in the Last 12 Months
CFA Society New York experienced key leadership transitions over the past 12-18 months, notably appointing a new Executive Director and refreshing its Board leadership for the FY2024 term.
Departures
New Appointments:
Technology (Tech Stack) used by CFA Society New York
Discover the tools CFA Society New York uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.
CFA Society New York Email Formats and Examples
CFA Society New York primarily uses the [first_initial][last_name]@cfany.org email format for its staff. This is a common convention for professional organizations.
[first_initial][last]@cfany.org
Format
jsmith@cfany.org
Example
90%
Success rate
News and media
CFA Society New York • September 19, 2023
CFA Society New York Appoints Thomas Brigandi as Executive Director
CFA Society New York announced the appointment of Thomas Brigandi as its new Executive Director. Brigandi brings a wealth of experience from the financial services industry and a strong history of leadership within the CFA community....more
CFA Society New York • September 6, 2023
CFA Society New York Announces FY2024 Officers and Newly Elected Governors
CFA Society New York introduced its new slate of officers and governors for the fiscal year 2024. Sameer Jagetia, CFA, assumed the role of Chair, alongside other key board members, to guide the society's strategic initiatives....more
CFA Society New York Blog • March 7, 2024
CFANY Explores Market Volatility and Geopolitical Risk in 'Market Mettle' Event
CFA Society New York hosted its 'Market Mettle' event, where experts discussed strategies for navigating current geopolitical risks and market volatility, offering valuable insights for investment professionals....more
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