CFA Society Boston Employee Directory

Q: What is CFA Society Boston known for?

CFA Society Boston was founded in 1946. CFA Society Boston operates in the Financial Services industry.

Q: How many employees does CFA Society Boston have currently?

CFA Society Boston has approximately 28 employees.

Financial ServicesMassachusetts, United States11-50 Employees

Join CFA Society Boston on May 6, 2026, from 5:15PM - 9:00PM in Downtown Boston for the 40th Annual Market Dinner. Register Now or Become a Sponsor: https://cfaboston.org/annualmarketdinner2026

Who We Are:
A founding member society of CFA Institute, CFA Society Boston is a network of 6,000 investment management professionals in the Greater Boston area. 

Our Mission:
To be a community of investment professionals which promotes the highest ethical standards, career development, and fellowship among its members, for the benefit of their clients, and the broader investing public.

Our Vision:
CFA Society Boston will serve its members by providing them with the best career resources, educational training and advance technology platforms. 

Our Values:
CFA Society Boston values an ethical industry that is educated and advanced in industry knowledge. We place a premium on member satisfaction and strive to have 100% satisfaction from our members.

Find CFA Society Boston employees' phone numbers or email addresses

CFA Society Boston Global Highlights

North America
38

United States Of America
38

Asia
1

Turkey
1

CFA Society Boston's Leadership

J. W.
Chief Executive Officer
Mobile Phone
Email
R. R.
Chief Operating Officer
Mobile Phone
Email
C. B.
Director Of Member Technology & Engagement
Mobile Phone
Email
T. F.
Director Of Education And Events
Mobile Phone
Email
C. G.
Director Of Member Technology And Engagement
Mobile Phone
Email
L. S.
Marketing And Corporate Relations Manager
Mobile Phone
Email
T. S.
Commercial Manager
Mobile Phone
Email
M. P.
Student Member
Mobile Phone
Email

CFA Society Boston Employee Metrics

100%

50%

0%

2026

2025

Banking
Education
Business
Entrepreneurship
Finance
Other

Contact profiles from CFA Society Boston

Name

Title

Contact Info

Location

Last Update

R. R.
Chief Operating Officer
Mobile Phone
Email
United StatesMassachusetts
Feb 09, 2026
J. W.
Chief Executive Officer
Mobile Phone
Email
United StatesMassachusetts
Feb 05, 2026
C. B.
Director Of Member Technology & Engagement
Mobile Phone
Email
United StatesMassachusetts
Feb 09, 2026
T. F.
Director Of Education And Events
Mobile Phone
Email
United StatesMassachusetts
Feb 09, 2026
C. G.
Director Of Member Technology And Engagement
Mobile Phone
Email
Aug 14, 2023
L. S.
Marketing And Corporate Relations Manager
Mobile Phone
Email
United StatesMassachusetts
Feb 09, 2026
T. S.
Commercial Manager
Mobile Phone
Email
Oct 17, 2024
M. P.
Student Member
Mobile Phone
Email
United StatesMassachusetts
Oct 14, 2025
R. A. F.
Chairperson
Mobile Phone
Email
United StatesMassachusetts
Feb 09, 2026
E. J.
Committee Member
Mobile Phone
Email
United StatesMassachusetts
Feb 09, 2026

Frequently Asked Questions

What is CFA Society Boston known for?

CFA Society Boston was founded in 1946 operates in the Financial Services industry. The company's main headquarters is located in 101 Federal Street Suite 502 Boston, Massachusetts 02110 United States. Explore CFA Society Boston's company overview page for more information.

What is CFA Society Boston's most common email format?

CFA Society Boston employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more CFA Society Boston email formats with LeadIQ.

How many employees does CFA Society Boston have currently?

CFA Society Boston has approximately 28 employees as of February 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are CFA Society Boston's key employees and leadership?

As of February 2026, CFA Society Boston's key employees include:

Chief Executive Officer: J. W.
Chief Operating Officer: R. R.
Director Of Member Technology & Engagement: C. B.
Director Of Education And Events: T. F.
Director Of Member Technology And Engagement: C. G.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking