Company

CFA Society Portland

Investment Management Portland, Or, United States 6 employees

Employees: 6
Contacts: 3
Emails: 3
Phones: 2

www.cfasociety.org LinkedIn

CFA Society Portland Overview

Headquarters: Portland, Or, United States
Website: www.cfasociety.org
Industry: Investment Management
Employees: 6
Funding: ,
NAICS: Other Financial Investment Activities

Portfolio Management

All Other Financial Investment Activities

Keywords

Seattle Alternative Investment Association

About CFA Society Portland

Our society is an association of local investment professionals. Consisting of portfolio managers, security analysts, investment advisors, and other financial professionals, we promote: ethical and professional standards within the investment industry, encourage professional development through the CFA Program and continuing education, facilitate the exchange of information and opinions among people within the local investment community and beyond, and; work to further the public's understanding of the CFA designation and investment industry. As one of CFA Institute member societies, our society connects members to a global network of investment professionals. To find a CFA for your investment and wealth management needs, please visit www.trustcfa.org.

CFA Society Portland Contact Details

People in AeroLeads: 4
With contact data: 3
Email contacts: 3; 75.0% coverage
Phone contacts: 2; 50.0% coverage

CFA Society Portland Org Chart

Sample employees and titles

Name	Title	Location	Contact
Rudolph Murgo	Corporate Finance - Strategic Planning - Capital Raising - Cfa, Ctp	Beaverton, Oregon, United States	Email
Mike Gallagher, Cfa	Financial Advisor, Owner, Pecaut Wealth Management	Portland, Oregon, United States	Email Phone
Ryan Fitzgerald, Cfa	Principal at Sellwood Investment Partners Llc	Portland, Oregon Metropolitan Area, United States	Email Phone
Ila Gupta, Cfa, Frm	SVP, Head of Model Development and Data Science	United States	View