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General Information

The Baltimore CFA Society has a rich history. Founded in 1948 as the Baltimore Security Analysts Society (“BSAS”), the membership elected to change the name of the not-for-profit professional organization to the Baltimore CFA Society (“BCFA”) in 2006. The Society name was changed to create more public awareness for the Chartered Financial Analyst (“CFA”) designation. Three quarters of the 570 members (at the time of the name change) were CFA Charter-holders. Participation and membership in BCFA does not require the CFA designation.

The Baltimore CFA Society’s mission is to provide the financial community with information and knowledge, while advocating ethical conduct with regard to investments and financial management. The Baltimore CFA Society also seeks to encourage and aid the education of persons engaged in the investment profession, and to provide members of the society with opportunities to exchange ideas and information amongst their peers.

The Baltimore CFA Society is an affiliate of the CFA Institute, which has over 88,000 members globally. BCFA membership draws from a diverse cross section of local investment firms, financial and educational institutions, and government agencies.



Benefits of BCFA Membership


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BCFA luncheons and social events are arranged during the September to June program year. Most of the events are open to members, guests, and the public for a fee. Most luncheon programs are held at the Center Club (www.centerclub.org), which is on the 16th floor of the Legg Mason building in downtown Baltimore. Business attire is required. The luncheon programs usually start at 12 noon and conclude at 1:30PM.


Past Presidents

Charles T. Bauer   1956-1957
Gary A. Langbaum   1981-1982
Robert K. Frey   1957-1958
Richard T. Hale   1982-1983
Francis V. Tangney   1958-1959
Joseph M. Wikler, CFA   1983-1984
Joseph F. Glibert   1959-1960
Joseph M. Truta, CFA   1984-1985
Walton F. Canedy   1960-1961
John H. Laporte, CFA   1985-1986
Semmes G. Walsh   1961-1962
Bruce E. Behrens, CFA   1986-1987
Frederick E. Wurzbacher Jr. 1962-1963
George S. Michaels, CFA   1987-1988
William D. Waxter III   1963-1964
Nancy J. F. Prue, CFA   1988-1989
Craig Lewis, CFA   1964-1965
Richard P. Howard, CFA   1989-1990
George G. Radcliffe   1965-1966
Richard M. Bernstein, CFA   1990-1991
John Levering   1966-1967
Brian W. H. Berghuis, CFA   1991-1992
Joseph W. Sener Jr.   1967-1968
Mark H. Felder, CFA   1992
Kenneth F. Vieser   1968-1969
David S. Penn, CFA   1993-1994
Edward K. Dunn Jr.   1969-1970
R. Hutchings Vernon, CFA   1994-1995
Frank A. Cappiello Jr.   1970-1971
David E. Nelson, CFA   1995-1996
John D. Hannon   1971-1972
Nancy T. Dennin, CFA   1996-1997
William R. Amos   1971-1972
Mark R. Weigman, CFA   1997-1998
Gage B. Ellis Jr.   1972-1973
Daniel Owen Shackelford, CFA   1998-1999
David W. Meese   1973-1974
Jay R. Leopold, CFA   1999-2000
Robert S. Killebrew Jr., CFA   1974-1975
Michael J. Stafford Jr., CFA   2000-2001
Charles W. Brooks Jr., CFA   1975-1976
Mitchel S. Penn, CFA   2001-2002
Daniel F. Dent, CFA   1976-1977
Manind V. Govil, CFA   2002-2003
Ronald M. Nagler   1977-1978
James P. Gauthier, CFA   2003-2004
William L. Paternotte, CFA   1978-1979
Brian J. Brennan, CFA   2004-2005
James D. Hardesty, CFA   1979-1980
Carolyn C. Boykin, CFA   2005-2006
LeRoy R. Kelley   1980-1981
Amy Y. Zhang, CFA 2006-2007

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