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Fort Worth: Roly Morris, Van Eck

Dallas: Roly Morris, Van Eck



Welcome to the CFA Society of Dallas-Fort Worth!

  Letter from the President

With our election results official, I would like to congratulate our newly elected officers for 2015/2016:

President: Shirley Ogden
Vice President: Joe Martinez
Treasurer: Michael Yeager
Secretary: Harry Ward

You can find each officer’s bio at the Board of Directors link under the About Us tab above.

One continuing challenge these officers will face is to find ways of getting members more involved in the society. So, we are putting our money where our mouth is: next year your membership now includes attendance to one speaker event of your choosing. Our speaker events are the educational sessions held over breakfast in Fort Worth or lunch in Dallas. They are not only a great way to learn something, but they are also a great way to connect with other members. We look forward to seeing you at one next year!  

As my term as your President closes, I want to thank the Board for their dedication and hard work throughout the year. I also want to thank them for stepping up to the special challenge an absentee President represents (I moved to Houston in March). They ran like a well-oiled machine! I also want to thank MOJ Consulting, our administrative support specialists for keeping that machine well oiled.

This has been the most satisfying year I have ever had as a Charterholder and I encourage all of you to consider participating in some way. You can put in as much as you want, but what comes out is inevitably bigger!   

Thank you all for being members!

Chuck Grosvenor

2014-15 President, CFA/DFW



The CFA designation recognizes knowledge, skills, and abilities in security analysis and portfolio management, emphasizing the highest ethical and professional standards. To learn more about the CFA designation and program, contact CFA Institute


CFA: The Gold Standard

"The Chartered Financial Analyst (CFA) qualification is roughly equivalent to a specialized postgraduate finance degree, including a mixture of economics, ethics, law, and accountancy. It is much liked by employers in financial services. Whereas there are tens of thousands of finance degrees available around the world, ranging from the excellent to the worthless, there is only one CFA, managed and examined by an American association of financial professionals, the CFA Institute."

The Economist, 2/26/2005

CFA/DFW 2014 Charterholder Dinner and 2015 Forecast Dinner