CFA Society Portland

CFA Society Portland

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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,

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

05/19/2026

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

05/06/2026

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

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Telephone

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Portland, OR
97204