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CFA Society of Brazil > Sites > About Us
 

 Overview

Our society is an association of local investment professionals. 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.

 Officers

President
Joel Kos, CFA
Email joel.kos@cfasociety.org.br

Vice President
Alexander Ian Carpenter, CFA
Email alexander.carpenter@moodys.com

Vice President
Mauricio Rocha Alves de Carvalho, CFA
Email mrac@uol.com.br

Treasurer
Mauricio Rocha Alves de Carvalho, CFA
Email mrac@uol.com.br

COMMITTEE CHAIRS

Membership
Luiz Affonso, CFA
Email luisaffonso@anbid.com.br

University Relations
Clay Winston Hamlin, IV, CFA
Email clay@fkpartners.com

Program
Alexander Ian Carpenter, CFA
Email alexander.carpenter@moodys.com

IRC
Joel Kos, CFA
Email joel.kos@cfasociety.org.br

Sponsorship
Júlio Guerra, CFA
Email julio@attentocapital.com

BOARD OF DIRECTORS

Alexander Ian Carpenter, CFA
Clay Winston Hamlin IV, CFA
Joel Kos, CFA
Julio Fernando Guerra, CFA
Liliane Renyi Lintz, CFA
Luis Fernando dos Santos Affonso, CFA
Mauricio Rocha Alves de Carvalho, CFA

PAST PRESIDENTS

Alexander Ian Carpenter, CFA  2004-2005
Alexander Ian Carpenter, CFA  2005-2006
Liliane Renyi Lintz, CFA  2006-2007
Liliane Renyi Lintz, CFA  2007-2008
 
 

 Rio de Janeiro

 São Paulo

 About CFA Institute

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

 

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