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Welcome to the Virginia Chapter!

Who We Are

The Virginia Chapter is a non-profit professional society that has been a point of connection for the Baltimore investment community since 1948. The Society provides an open forum for the exchange of fresh perspectives on industry issues and promotes ethics and integrity. Originally called the Baltimore Security Analysts Society, Inc. (BSAS), the Society changed its name to CFA Society Baltimore. in 2006. 

CFA Society Baltimore is Maryland’s largest membership organization for investment professionals with over 725 members. The membership represents over 100 investment firms. Ninety-six percent of CFA Society Baltimore members hold the Chartered Financial Analyst designation from CFA Institute. To achieve this designation, members are required to pass a series of three intensive exams that equip financial professionals with superior analytical skills, real-world portfolio management experience, and high ethical standards. 

CFA Society Baltimore is a society member of the CFA Institute, the global association of investment professionals that sets the standard for professional excellence and credentials. The organization is a champion for ethical behavior in investment markets and a respected source of knowledge in the global financial community. The end goal: to create an environment where investors’ interests come first, markets function at their best, and economies grow. CFA Institute has more than 155,000 members in 165 + countries and territories, including 154,000 CFA® charterholders, and 151 member societies. For more information, visitcfainstitute.org.

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Our Mentoring Program

Our programs reflect our commitment to your professional development. Leadership and mentoring are lifelong activities. Mentoring is about developing people, with the objective of helping them achieve their potential. True leaders seize the opportunity to develop other people. Leaders see the big picture and understand that the future of the organization or profession depends on today’s growth of tomorrow’s leaders.

The program was excellent. I cannot say enough positive things about my mentor’s commitment to the process and the value I derived from it. This is a very effective method to develop one's practice.

- Hana Bartanova

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Want to Get More Involved?

Our volunteer program, established in 2011, is dedicated to bringing about positive change in the communities we serve. We share all of our volunteer opportunities and have established a simple process for engaging volunteers through our website.

The ideal life cycle of a volunteer starts with small tasks and virtual participation to working all the way up to committee and leadership positions.

With the use of our new system we will be able to encourage volunteerism at all levels by using an intuitive system that makes it easy to define roles, post volunteer positions, track participation and reward engagement.

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