CFA Society Portland

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Portland, OR
CFA Society Portland

Our society is an association of local investment professionals. To find a CFA for your investment and wealth management needs, please visit www.trustcfa.org.

Consisting of portfolio managers, security analysts, investment advisors, and other financial professionals, we promote:

ethical and professional standards within the investment industry,
encourage professional development through the CFA Program and continuing education,
facilitate the exchange of information and opinions among people within the local investment community and beyond,

and;
work to further the public's understanding of the CFA designation and investment industry. As one of CFA Institute member societies, our society connects members to a global network of investment professionals.

09/01/2026

AI is changing the advisor landscape—are you ready for what’s next?

Join CFA Society Portland on September 23 as Nick Mancini of Schwab Advisor Services explores how advisors are putting AI to work today, where it’s having the greatest impact, and what’s ahead as AI moves toward more advanced workflows.

📅 September 23 | 12:00–1:15 p.m.
📍 Venue 13

Register today: https://conta.cc/3RG038e

08/31/2026

🏌️ Dust off those clubs—it’s golf time! ⛳

Join CFA Society Portland for one of our most popular events of the year! Grab a foursome or sign up solo and we’ll pair you up. All skill levels welcome—come for the golf, stay for the networking and fun! Register today! https://ow.ly/bxXs50ZHtfr

08/10/2026

Join Meldrum for a free informative webinar designed for current and aspiring CFA candidates who want to not only pass the exam, but truly understand an apply the concepts in real-world situations to advance their careers in finance. Register: https://ow.ly/RTvP50ZycSX

06/03/2026

Wine, networking, and vineyard views — join CFA Society Portland on June 11 at Amaterra Winery for our Seventeenth Annual Meeting & Wine Tasting. 🍷

Enjoy an evening with Portland’s investment community and take home a complimentary Riedel tasting glass as part of the experience.

Members, nonmembers, and guests are all invited. Register here: https://ow.ly/ebIE50Z1PIX

05/28/2026

Raise a glass with CFA Society Portland at our Seventeenth Annual Meeting & Wine Tasting on June 11 at Amaterra Winery. 🍷

Connect with Portland’s investment community while enjoying exceptional wines, scenic views, and great conversation. Plus, each attendee will receive a complimentary Riedel tasting glass to take home.

Members, nonmembers, and guests are welcome! Register today: https://ow.ly/Ox6f50Z1Pwz

05/22/2026

Thank you to everyone who joined us for our luncheon with Mitchell Firestein of Avantis Investors. We appreciated the thoughtful discussion, valuable insights, and opportunity to connect with fellow investment professionals.

We hope to see you at an upcoming CFASP event. View our event calendar and register for future programs here: https://ow.ly/eu6b50Z3fpW

05/19/2026

Join CFA Society Portland on June 11 at Amaterra Winery for our Seventeenth Annual Meeting & Wine Tasting. 🍷 Enjoy exceptional wines, great conversation, and networking with Portland’s investment community. Each attendee will also receive a complimentary Riedel tasting glass to take home. Members, nonmembers, and guests are all welcome — register today! https://ow.ly/wGhN50Z1PtO

05/13/2026

Factor investing, indexing, and valuation theory—how do they fit together in today’s markets?
Join CFA Society Portland on May 21 at CH Northeast for a luncheon with Mitchell Firestein of Avantis Investors.

Register today! https://conta.cc/4048BX5

05/06/2026

A big thank you to everyone who joined us for this year’s Investment Strategy Dinner! It was an engaging evening of conversation, connection, and market insights, featuring Gabriela D. Santos of J.P. Morgan Asset Management. We’re grateful to our members, sponsors, and guests for making this event a continued success. View photos from the evening: https://ow.ly/peVQ50YVzXf

04/30/2026

📅 One week to go!

There’s still time to join CFA Society Portland on May 7 at Taylor Street Tavern for an exclusive luncheon with Royce Investment Partners.

Don’t miss insights from Kavitha Venkatraman and Steve Clark, CFA®, on the small-cap market outlook, common myths, and where opportunity may lie today.

➡️ Register before it fills up: https://ow.ly/WUos50Yferw

Address

Portland, OR
97204

Telephone

(888) 325-5072

Website

https://www.cfasociety.org/portland/Pages/default.aspx

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