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CFA Society New York
Last discussed May 19, 2026
Professional organization for chartered financial analysts and investment professionals in New York
Recently discussed in
Ep 490: Attracting And Retaining HNW Clients By Being More Available For Their Multigenerational ...
Liz Miller · May 19, 2026
What creators say
LM
Liz Miller
mentioned
Used for: Professional networking and industry committee participation
Praised: Created early wealth management committees
"I was very involved in the early days with what is now CFA Society New York. We used to call it NYSSA, and we had created one of the first wealth management private wealth committees."
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