A Brief History of CFA Society New York

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Daniel Zimmerman’s more than 15-year tenure with Goldman Sachs culminated in his serving as the managing director of the Goldman Sachs Asset Management Division. A chartered financial analyst (CFA), Daniel Zimmerman belongs to CFA Society New York.

CFA Society New York commits itself to serving members of the investment industry and educating investors in the general public. A leading investment organization, CFA Society New York traces its beginnings back to 1937.

In that year, local security analysts who had previously gathered for casual lunches decided to turn their meetings into more formal affairs. At a lunch at the New York Chamber of Commerce, highly influential security analyst Benjamin Graham and approximately 20 other members of the profession officially established CFA Society New York. By the end of 1937, the organization had presented its inaugural formal program, and by 1939, its membership had expanded to 82.

Today, boasting a membership of more than 10,000, CFA Society New York works to support its members, serve as a clearinghouse for investment information, and ensure professional standards and ethics among investment professionals. To learn more about the organization, which stands out as the largest of any of the CFA Institute’s 140-plus societies, visit www.cfany.org.