Overview

The CFA Society of Milwaukee (formerly the Milwaukee Investment Analysts Society) was established in 1955 and was incorporated in 1970. In 1995 the society formed the Madison (WI) Chapter of the Milwaukee Society. In 1998 the Madison Chapter was admitted with society status as the Madison Investment Management Society.

Our membership consists of approximately 425 individuals who are employed with area banks, insurance companies, investment counselors, brokers, public agencies, universities, and corporations. The society was organized to provide a forum for local investment management professionals to gather on a regular basis to attend corporate/analyst presentations, share ideas, and develop their knowledge and understanding of the securities markets. The CFA Society of Milwaukee plays a vital role within the Wisconsin investment community.

The Milwaukee Society is a member of the CFA Institute, the organization that formerly comprised the Financial Analysts Federation and the Institute of Chartered Financial Analysts.

The goals of the CFA Society of Milwaukee are to serve the needs of professionals in the investment decision-making process by providing a high-quality educational program and to promote high standards of professional ethics, conduct, and competence.