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Providence Society of Financial Analysts > Membership > Profile

 Profile

The Providence Society currently has 113 members. The following is a breakdown by industry and title.

CFA Charterholder Information Percent
CFA charterholder 70%
Non-charterholder 30%
   
Industry Classifications Percent
Broker Dealer, Investment Banking 5%
Commercial/Retail Banking, Bank Trust Departments 29%
Consulting Firm 4%
Corporate/Public Sponsor & Foundation/Endowment 3%
Insurance Company 7%
Investment Company/Mutual Fund 18%
Investment Management Counseling 22%
Other businesses including government, academic, and miscellaneous 11%
   
Titles and Occupations Percent
Analyst, Equity & Fixed Income 9%
Analyst, Other 5%
CEO, Chairman, Partner, Principal 10%
Chief Investment Officer 9%
Investment Banker 8%
Investment Counselor 10%
Investment Firm Manager 8%
Portfolio Manager 21%
Sales/Marketing 2%
Securities Trader 8%
Other 10%

 
 

 Become a Member of CFA Institute

To earn the CFA charter, you must first apply to become a member of both CFA Institute and a CFA Institute Member Society.

 
 

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