Who We Are
CFA Society Washington, DC (CFAW) is the leading association for investment professionals in the National Capital region.
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
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.
Chair: Richard Holly, CFA, CPA
The Finance Committee makes recommendations to the Board on financial related matters. These include recommending a draft annual budget, monitoring the asset allocation of Society reserve funds, overseeing the annual audit and other ad-hoc special financial analysis needs.
Chair: Julie Dellinger, CFA
The Executive Committee is comprised of CFAW Board Officers and the Immediate Past Chair. It assists the Board in fulfilling its responsibility to manage its own operations and to act on behalf of the board during on-demand activities that may occur between Board meetings.
Chair: Tom Selman, CFA
The Governance Committee works to ensure that the board fulfills its legal, ethical, and functional responsibilities through adequate governance policy development, recruitment strategies, training programs, monitoring of board activities, and evaluation of board members' performance.
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.
Chair: Trevor Lee, CFA
Co-Chair: Chad Morgan, CFA
Board Liaison: Ryan Torguson, CFA
The External Relations Committee performs outreach to the community, employers, regulators, nonprofits and universities to raise awareness of the substance and value of the CFA charter. It supports CFA Institute advocacy efforts locally and assists with other external focused activities such as media and sponsor relations.
Chair: Mike Jerue, CFA
Co-Chair: Colleen Doremus
Board Liaison: Juan Echeverri, CFA
The Member Engagement Committee focuses on member recruitment, engagement and retention and evaluates the overall member experience. The committee uses social media to communicate about CFAW, and also to organize networking events and informal member-organized gatherings.
Programs & Education
Chair: Stuart Cohen, CFA
Co-Chair: Tom Galgano, CFA
Board Liaison: Victor Krasij, CFA
The Programs & Education Committee helps members enhance their investment knowledge, professional practices, career development and professional networks. The committee plans and executes approximately 2-3 programs per month that provide opportunities for networking, professional education, career development and/or technical training. Committee members recruit thought leaders and prominent practitioners as speakers, and create and deliver events of interest to members. The committee also organizes CFA exam prep resources for local candidates and oversees the awarding of scholarships.
Women's Investment Network (WIN) Community
Chair: Pauline Bell
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
2020-2021 CFAW Officers
Board of Directors
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.