CFA Society New York logo

CFA Society New York Employee Directory

Financial ServicesNew York, United States51-200 Employees

CFA Society New York is a not-for-profit financial services organization that functions as a professional forum and provider of education and career development for finance professionals on Wall Street. It is the largest CFA Institute affiliate in North America and traces its origins to 1937, when Benjamin Graham helped establish the New York Society of Security Analysts. The group is based in New York City, New York, and serves the broader New York metropolitan area. 

It supports its members—including CFA charterholders, industry professionals, candidates, and students—through more than 200 events each year, focused on continuing education and fiduciary best practices. In 2023, Afgiib partnered with CFA Society New York on a Model Law initiative aimed at improving alignment between public and private sector mandates and creating pathways for African green infrastructure projects.

Find CFA Society New York employees' phone numbers or email addresses

CFA Society New York Global Highlights

Location
Employees

North America
88

Minus sign iconPlus sign icon
  • United States Of America
    88

Europe
2

Minus sign iconPlus sign icon
  • Italy
    1
  • France
    1

CFA Society New York's Leadership

  • Stylized image of a person
    S. C.
    Interim Chief Executive Officer
    Phone icon
  • Stylized image of a person
    B. T.
    Finance Director
    Phone icon
  • Stylized image of a person
    D. D.
    Director Events And Programming
    Phone icon
  • Stylized image of a person
    L. S.
    Manager
    Phone icon
  • Stylized image of a person
    R. F.
    Principal
    Phone icon
  • Stylized image of a person
    S. F.
    Principal
    Phone icon
  • Stylized image of a person
    D. A.
    Vice Chair
    Phone icon
  • Stylized image of a person
    J. P.
    Research
    Phone icon

CFA Society New York Employee Metrics

100%
50%
0%
2026
2025
  • Entrepreneurship
  • Banking
  • Education
  • Finance
  • Business
  • Other

Contact profiles from CFA Society New York

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    S. C.
    Interim Chief Executive Officer
    Phone icon
    Jun 06, 2024
  • Stylized image of a person
    B. T.
    Finance Director
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    D. D.
    Director Events And Programming
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    L. S.
    Manager
    Phone icon
    Jul 14, 2026
  • Stylized image of a person
    R. F.
    Principal
    Phone icon
    Oct 16, 2024
  • Stylized image of a person
    S. F.
    Principal
    Phone icon
    Oct 18, 2024
  • Stylized image of a person
    D. A.
    Vice Chair
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    J. P.
    Research
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    M. B.
    Member
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    P. G.
    Member
    Phone icon
    Oct 17, 2024

Frequently Asked Questions

What is CFA Society New York known for?

Minus sign iconPlus sign icon
CFA Society New York was founded in 1937 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore CFA Society New York's company overview page for more information.

What is CFA Society New York's most common email format?

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

How many employees does CFA Society New York have currently?

Minus sign iconPlus sign icon
CFA Society New York has approximately 66 employees as of July 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are CFA Society New York's key employees and leadership?

Minus sign iconPlus sign icon

As of July 2026, CFA Society New York's key employees include:

  • Interim Chief Executive Officer: S. C.
  • Finance Director: B. T.
  • Director Events And Programming: D. D.
  • Manager: L. S.
  • Principal: R. F.

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

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.