Charterholders

New Charter Holder & Candidates

New CFA Charter Holders

Each year CFA Society Hartford congratulates our local investment and finance professionals who recently became CFA charterholders, joining the tens of thousands of charterholders around the world building a better world for investing.  These individuals achieved the highest distinction in the investment management profession by completing the CFA Program. They've proven themselves by dedicating on average 1,000 hours of intense study to pass one of the most rigorous series of exams in the financial industry. 

Events

The CFA Society Hartford celebrates the recent CFA charter holders at a member networking event held each year.  This event is for the new charter holder and their family, employer and associates.  These are held annually at the Society Room in Hartford, CT.

2023 New Charter Holder Celebration & Member Social - Date TBA

Charter Holders 

Each year we advertise the recent CFA charter holders in the Hartford Courant and in the Annual Forecast Dinner Program. View the advertisements below.

2023*

2022

2021

2020

2019

2018

2017

2016

2015

*the 2023 new charterholder list as of 1/1/2023