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Jared Steckler
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DeAndra Wilson
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Executive Biographies
Browse biographies of CFA Society New York’s board of directors.
Press Releases
CFA Society New York’s Thomas Brigandi Announced as CFA Institute’s Americas Volunteer of the Year
Vice Chair Thomas Brigandi, CFA, was honored by CFA Institute—as part of the 2021 Society Awards Programme—with the Volunteer of the Year award for the Americas region. Mr. Brigandi won the award for his tireless volunteer efforts in service of CFA Society New York and the CFA Society® community globally.
Statement of Solidarity
We are saddened to learn of the heinous and senseless killing of eight people in Atlanta, including six women of Asian descent. Sadly, this incident is not an isolated event. Since the onset of the pandemic, hate crimes against Asians have risen at an alarming rate, with nearly 3,800 incidents reported.
Strategic Planning, Member Perspectives
Every three years, the Society engages in a process for strategic planning, that gathers the different perspectives of those we serve in the profession—whether through membership, participation in CFA Society New York’s educational programming or other interactions. Diverse perspectives help us critically view our strengths and weaknesses through a variety of lenses, which helps us create a more inclusive strategic plan on how we can best serve our community.
State of the Society
2020 was a year of transition for many - CFA Society New York included. Yet, thanks to the hard work, resilience and dedication of our superlative staff and volunteer leaders, we continued producing world-class content throughout the year. And very importantly, we are entering 2021 with appreciable enthusiasm for our ongoing plans, our new ideas, and (with great hope and optimism) a relative return to normalcy.
CFA Society New York Demonstrates Virtual Capacity, Possibilities Through Collaboration with CFA Society Peru
From November 4-6, CFA Society New York, in conjunction with CFA Society Peru and other CFA Societies from Latin America, presented LatAm & Caribbean Asset Owners Series Virtual Summit 2020, featuring over 35 of the region’s leading asset owners and foremost investment authorities.
CFA Society New York Announces Sameer Jagetia as New Chief Executive Officer
The Board of Directors of the CFA Society New York (CFANY) announced today they have appointed Sameer Jagetia, CFA as Chief Executive Officer of CFANY, effective October 29, 2020. Mr. Jagetia will assume the day to day leadership of CFANY.
CFA Society New York Welcomes Andrew Auslander, CFA, FRM to Board of Directors
CFA Society New York welcomes Andrew Auslander, CFA, FRM to Board of Directors, thanks James Adams for service.
CFA Society New York and the CAIA Association Launch Asset Owner Series™ Virtual Keynotes
CFA Society New York (CFANY) and the CAIA Association (CAIA) have announced the launch of the Asset Owner Series™ (AOS) Virtual Keynotes, an online-only iteration of CFANY’s premier educational event. The first live webinar is scheduled for Monday, May 4 from 6 p.m. – 7 p.m. EDT and is free for CFA Society and CAIA members worldwide.
CFA Society New York Announces Chief Executive Officer Departure
CFA Society New York announced today that its CEO, Daniel Dagen, CFA, has left his position, effective March 31, 2020. Mr. Dagen served as CEO of the Society since 2015 and contributed to the Society for many years prior to that as a member and volunteer.
CFA Society New York 2020 Elections
CFA Society New York Welcomes Four Prominent Members to Board of Directors The 2020 Election results are in—James Adams joins board, three incumbents reelected NEW YORK, JANUARY 29, 2020—CFA Society New York [...]
ASSET OWNERS MAKING SIGNIFICANT ALLOCATIONS TO ESG WITH MORE CAPITAL ON THE WAY
ASSET OWNERS MAKING SIGNIFICANT ALLOCATIONS TO ESG WITH MORE CAPITAL ON THE WAY, ACCORDING TO CFA SOCIETY NEW YORK SURVEY Mainstreaming of ESG reflects broader effort to reform capital markets, with 60% of [...]
CFANY 2019 Elections
CFA Society New York Welcomes Four Prominent Members to Board of Directors NEW YORK, JANUARY 31, 2019 — The results are in. With pride and excitement following the conclusion of the 2019 Society [...]
CFANY Annual Symposium Highlights FinTech’s Growing Impact on Investment Industry
CFANY Annual Symposium Highlights FinTech’s Growing Impact on Investment Industry NEW YORK, NOV. 14, 2018 -- On Monday, November 5, CFA Society New York (CFANY) hosted its second Annual FinTech Symposium: A Look into [...]
CFANY Annual Dinner Honors & Delivers, Raises the Bar for the Investment Industry
CFANY Annual Dinner Honors & Delivers, Raises the Bar for the Investment Industry NEW YORK, NOV. 05, 2018 -- On Tuesday, October 30, CFA Society New York (“CFANY”) hosted its 2018 Annual Dinner; a celebration [...]
CFANY Joins Crucial Conversation with Timely Climate and ESG Asset Owner Summit
CFANY Joins Crucial Conversation with Timely Climate and ESG Asset Owner Summit CFA Society New York hosts historic event and speaker lineup, coinciding with Climate Week NYC and launch of joint-report on ESG integration [...]
CFANY & Climate Week NYC Converge with Inimitable Climate and ESG Asset Owner Summit Event
CFANY & Climate Week NYC Converge with Inimitable Climate and ESG Asset Owner Summit Event CFA Society New York event boasts all-star speaker lineup, coincides with launch of joint-report on ESG integration in the [...]
CFANY Wins Two 2018 Society Excellence Awards from CFA Institute
New York, May 16, 2018 (GLOBE NEWSWIRE) -- CFA Society New York (CFANY) has been recognized by CFA Institute, the global association of investment professionals that sets the standard for professional excellence, as the 2018 recipient [...]
CFA Society New York Asset Owner Series™ Goes Global in Hong Kong
CFA Society New York Asset Owner Series™ Goes Global in Hong Kong Six months after the proposed framework was laid, the global expansion of CFANY's Asset Owner Series™ became a reality. NEW YORK, FEB. [...]
CFANY is ‘Putting Beneficiaries First,’ Beginning with U.S. Retirement and Entitlement Crisis Event
CFANY is 'Putting Beneficiaries First,' Beginning with U.S. Retirement and Entitlement Crisis Event NEW YORK, FEB. 01, 2018 — CFA Society New York (CFANY) is proud to present their latest can’t-miss event, U.S. Retirement and [...]
CFANY & SQA Team Up for Timely, Highly-Anticipated FinTech Event
NEW YORK, DEC. 28, 2017 — CFA Society New York (CFANY) and The Society of Quantitative Analysts (SQA) are proud to present Data Science in Finance: The Final Frontier? on January 18 at the CFANY [...]