New York, October 26, 2020 – The Board of Directors of the CFA Society New York announced today they have appointed Sameer Jagetia, CFA as Chief Executive Officer of CFA Society New York, effective October 29, 2020.  Mr. Jagetia will assume the day to day leadership of CFA Society New York.

“The Board of Directors is confident that Sameer is the right person to steer CFA Society New York into the future with his strong background in institutional investment management and a track record of leading organizational growth and building a culture of trust and empowerment,” said Thomas Brigandi, CFA, Chair of the Board of Directors of CFA Society New York.

Prior to joining CFA Society New York, Mr. Jagetia co-founded the tech startup company Robuzz, a machine learning and natural language processing company. In 2010, Mr. Jagetia acquired REDBOOKS, an award-winning sales intelligence platform.  In 2018, he successfully managed the sale of REDBOOKS in a private equity backed transaction and spun off IP from the business to create Robuzz. From 2003-2009, Mr. Jagetia served as Vice President of Investments with TCS Capital Management, and from 2001-2003, he was part of the Global Communications Group at Salomon Smith Barney.

“As a long-time member of CFA Society New York, it’s exciting to step into the role of Chief Executive Officer,” said Jagetia. “I intend to build on the legacy created by Benjamin Graham and ensure the CFA Society New York continues to be a forum for thought leadership – especially as the financial industry is changing at an accelerating pace with technology and innovation. Together with the Board of Directors, our dedicated professional staff, and our members, I look forward to strengthening and growing the organization.”

The appointment of Mr. Jagetia follows a comprehensive recruitment process led by a CEO Search Committee that included board and non-board members and the Executive Search firm Vetted Solutions. “We considered a wide variety of exceptional candidates for this position,” said Carole Crawford, CFA, Secretary of CFA Society New York’s Board of Directors. “We knew Sameer was the best individual to lead the organization because of his knowledge of CFA Society New York and the investment community and his leadership in technology and innovation, two driving forces for the industry moving forward.”

Sameer has been a CFA Charterholder since 2007 and a long-standing member of CFA Society New York.  He earned his B.S. and B.A. in Finance/Economics from the Wharton School of the University of Pennsylvania.

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About CFA Society New York

CFA Society New York (formerly known as NYSSA and New York Society of Security Analysts) is one of the largest of 160 member societies of CFA Institute. Its activity began in 1937, when value investing pioneer Benjamin Graham began organizing regular meetings of local security analysts. Throughout its history, the society has remained a volunteer-led, member-driven forum for the investment community with the broad, basic aims of: establishing and maintaining high standards of ethics and professional conduct, raising standards of practice, supporting the interchange of ideas and information among investment professionals, and promoting a proper public understanding of the function of security analysis and the operation of the securities markets.

CFA Society New York works in conjunction with CFA Institute to develop the industry’s future professionals and to raise the standards of professionalism in the investment management industry. For more information, visit, or follow us on Linkedin and Twitter.