New Charterholder Recognition Ceremony
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New Charterholder Recognition Ceremony

When: Wednesday, November 15th
From 4:30pm until 7pm
Where: Marines’ Memorial Club & Hotel
609 Sutter Street
San Francisco, California  94102
United States

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New Charterholder Recognition Ceremony

Please join CFASF as it recognizes the accomplishments of our newest local CFA Charterholders and welcome them into the worldwide network of CFA Institute member societies. The New Charterholder Ceremony is an opportunity for new Charterholders to meet and network with other investment professionals working in the Bay Area and to become acquainted with CFASF’s Board of Directors and staff. 


Lisa M. Plaxco, CFA, Head, CFA Program

Lisa Plaxco joined the CFA Institute in January 2016, following 21 years in the asset management field. Ms. Plaxco served as Director and Portfolio Manager at First Quadrant L.P., a boutique asset allocation firm. In addition to her roles as an investment researcher and portfolio manager, Ms. Plaxco was the creator and head of an elite team that served as investment strategists for all firm assets.

Before joining CFA Institute, Ms. Plaxco served as a volunteer for CFA Institute and CFALA Society as a mock exam writer, grader, candidate and research challenge mentor, and curriculum author. Lastly, Ms. Plaxco has been a court appointed special advocate (CASA) working on a part-time, volunteer basis with children in the foster system. In that role, she advocates for foster kids to assure that their best interests are served and that their voices are heard.


  • Members - FREE
  • New CFA Charterholders - FREE
  • New CFA Charterholders may invite up to two guests for free
  • Each additional guest, $50 per guest

New charterholders please register all guests for this ceremony and networking event! You will be invoiced $50 for each additional guest over two.


Event Schedule

4:30pm – Registration & Networking
5:00pm – Presentation & Key Note
5:30pm – Charterholder Distribution Ceremony
7:00pm – Event Concludes 


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