The Board of Directors of CFA Society New York appointed Sameer Jagetia, CFA, as Chief Executive Officer of CFA Society New York. Effective 29 October 2020, Sameer has assumed the day-to-day leadership of the local society.
“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.
“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 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.”
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.
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 the CFA Society New York 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.
Please join us in welcoming Sameer to the CFA Society® community.
To download assets, please view the site on a desktop device