Invested in the Nation's Capital - local CFA Societies

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The CFA Society of Washington DC is the leadingassociation for investment professionals in the NationalCapital region. Perhaps you have seen the CFA ® designationafter the name of an investment professional. In greaterWashington – including the district’s Maryland and Virginiasuburbs – nearly 1,600 professionals who have earnedthe Chartered Financial Analyst ® designation are membersof the society. In the diverse and growing Washingtoninvestment community, the society plays a vital role – fromadvocating the highest ethical practices to promotingcareer opportunities for members. As investmentmanagement becomes ever more important in both thepublic and private sectors, the society and its members setthe standard for the highest level of professional excellence.Hilda Ochoa-Brillembourg, CFA, isfounder and president of the StrategicInvestment Group, a provider ofintegrated portfolio managementsolutions for institutional investors. A CFAcharterholder since 1985, Brillembourghas been active on CFA Institute’scandidate curriculum committee andhas delivered training courses for CFAcandidates. Today, her firm employsmany CFA charterholders. In herview, pursuit of the CFA designationexposes candidates to an ambitiousand comprehensive training programin all functional areas of investmentmanagement. “I consider it morevaluable than an MBA for professionalswho start in the trenches and want torise from there,” she says.
The CFA DesignationThe Hallmark of Achievement in the Investment ProfessionThe CFA Society of Washington DC(CFAW) represents the regional presenceof CFA Institute, the global nonprofitassociation of investment professionalsthat awards the CFA ® and CIPM ®designations. Around the world, thereare 136 local and regional societies andmore than 96,000 members of CFAInstitute.The mission of CFA Institute is to leadthe investment profession by settingand maintaining the highest standardsfor ethics, education, and professionalexcellence.To secure the CFA designation, aninvestment professional must complete athree-year study program and pass threelevels of examinations, each six hourslong. Additional requirements includea minimum of four years’ experience inthe investment industry and adherenceto the CFA Institute Code of Ethics andStandards of Professional Conduct.Since its establishment in 1962, theCFA Program has been recognized asthe most comprehensive and rigorousexamination of investment knowledgeand skill. The CIPM designation stands forthe Certificate in Investment PerformanceMeasurement. It is a specialized studyand exam program for individualsfocused on investment performancemeasurement, attribution, and appraisal.Typically, CFA charterholders areemployed by investment companies;mutual funds; hedge funds; commercialand investment banks; insurancecompanies; pension funds; foundations,educational institutions, and othernonprofits; consultants and researchfirms; as well as government agenciesand regulatory bodies.In addition to administering the CFAProgram, CFA Institute sponsorsconferences, publications, and webcastsand provides a variety of additionalmember services.John Escario, CFA, is senior portfolio manager for Rydex Investments. The Rockville, Marylandbasedfirm manages more than $16 billion in assets through more than 100 mutual funds andexchange-traded products. At Rydex, Escario manages several mutual funds and conducts factorand investment strategy research focusing on industry tactical asset allocation. A CFA charterholdersince 1998, Escario has served as treasurer and vice president of CFAW. As is true with manymembers of CFAW, Escario is committed to making contributions to the greater Washingtoncommunity. He is vice president of a soccer club where he helped establish an academy that teachesadvanced techniques and foot skills to developing players ages 4 through 11.1
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Invested in the Nation's Capital - local CFA Societies

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