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Providence Society of Financial Analysts

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 Providence Society

Founded in 1947, the Providence Society of Financial Analysts today arranges presentations by corporate leaders, industry experts, and other educational speakers for the benefit of its members.  Membership consists of portfolio managers, security analysts, educators and other professionals involved in the field of investments.

The Providence Society of Financial Analysts promotes ethical and professional standards within the investment industry, encourages professional development through the CFA Program, and facilitates the open exchange of information and opinions.

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 2010 Market Outlook Dinner Sponsors

 

Rhode Island Student Loan Authority

 

 

 

 

 Schweser discount for PSFA members

 

Please click on the following link for details!

Schweser discount

 

 Benefits of Membership

  • Monthly events consisting of presentations hosted by Fortune 500 Corporations and leading industry experts in their respective fields.   
  • Annual forecasting dinner held at the beginning of the year.  In 2009 we played host to Jason Trennert, Managing Partner and Chief Investment Strategist, Strategas Research Partners. 
  • Annual meeting in June which consists of a Golf / Tennis event accompanied by a Dinner. 
 
 

 Upcoming Events

Sort by Attachments
Title
Start Time
Event LocationFilter
Jaime M. Kiehn, CFA - Putnam InvestmentsUse SHIFT+ENTER to open the menu (new window).
3/16/2010 12:00 PM
The Hope Club
6 Benevolent Street
Providence, RI 02906

Stephen Campisi, CFA - Taxes and InflationUse SHIFT+ENTER to open the menu (new window).
4/14/2010 12:00 PM
2010 CFA Institute Annual Conference Use SHIFT+ENTER to open the menu (new window).
5/16/2010 12:00 AM
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 Who is CFA Institute

CFA Institute is a global, nonprofit member organization of financial analysts, portfolio managers, and other investment professionals.

 Contact Us

Matthew C. Weld, CFA
Phone: 401-278-5206
matthew.c.weld@ustrust.com

 

 

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