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.
Company Details
- Employees
- 6
- Address
- Portland, Or 97201, Us
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- HQ
- Portland, OR
Cfa Society Portland Questions
Cfa Society Portland's website is https://www.cfasociety.org/portland/Pages/default.aspx
Cfa Society Portland's LinkedIn profile is https://www.linkedin.com/company/cfapdx
Cfa Society Portland has
6 employees.
View email and phone details for 6
employees at Cfa Society Portland.
Cfa Society Portland's industry is
Investment Management
Cfa Society Portland's top competitors are
Cfa Society Seattle,
Cfa Society Los Angeles,
Vista Capital Partners,
Bison Fuels,
Parcion Private Wealth,
Fisher Investments,
Coldstream,
Freestone Capital Management,
Umpqua Bank,
Seattle Alternative Investment Association.
Cfa Society Portland's categories are Investment Management
