Who We Are
CFA Society Washington, DC (CFAW) is the leading association for investment professionals in the National Capital region.
Our Mission
To advance members' professional success and facilitate a vibrant, engaged community.
About the Society
Founded in 1953
as the Washington Society of Investment Analysts, today's society consists of over 2,100 financial professionals in a variety of positions including portfolio managers, analysts, trust officers, and consultants, as well as pension, endowment and foundation fund executives.
Reflecting the diverse nature of the investment professions in the Washington, DC area, members are employed by major corporations, associations, unions, national, state and local government agencies, financial regulators, academic institutions, investment managers, insurance companies, broker/dealers and consultants, among others.
CFAW links its members with each other, those interested in joining the profession, and the community through many activities including professional development and networking events.
In the diverse and growing Washington investment community, the society plays a vital role — from advocating the highest ethical practices to promoting career opportunities for members.
Top CFAW Employers
Learn more about the society:
Committees
We are a member-driven society that relies heavily on volunteer committees to accomplish much of the Society's work.
Joining a committee is a great way to get involved, meet other members, network with industry leaders, and help CFAW fulfill its mission!
Committees of the Board
Assist and enable the Board in carrying out its duties in setting policy and strategic priorities, providing financial stewardship and oversight, and ensuring the operational effectiveness of the organization. Committees of the Board are staffed by appointment only.
Committees of the Society
Primarily focused on assisting the CEO and staff in the implementation of the society's strategic priorities, but may from time to time recommend strategic initiatives or policies to the CFAW Board of Directors.
Women's Investment Network (WIN) Community
CFAW Members Only
Co-Chair: Pauline Bell
Co-Chair: Amy Bartosh, CFA
Board Liaison: Christine Song, CFA
Join a vibrant and dedicated community for professionals whose goal is to assist more women with entering, achieving and growing in the investment field.
We are looking for women who are willing to help source, identify, and recruit potential speakers, develop interesting topics for upcoming events, and encourage more women to join and be active in CFAW.
I'm interested in becoming a WIN Community member
Meet CFAW Leadership
2024-2025 CFAW Officers
Board of Directors
CFAW Staff
CFA Institute
CFA Society Washington, DC is a member society of the CFA Institute, which is a global community of more than 140,000 investment professionals working to build an investment industry where investors' interests come first, markets function at their best, and economies grow.