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The cornerstone of the CFA Society of San Francisco is centered around the volunteer efforts of its members. The Board of Directors encourages members to become involved on a committee and assume a pro-active leadership role in promoting the goals of the Society. Please directly contact the respective Committee Chairperson below, or email the Society office at info@CFASanFrancisco.org.
Career Development Committee The Career Development Committee seeks to promote CFASF members' career growth in the investment industry and to provide career development education and resources to CFASF members.
Committee chair: Randall Lee Email: careerdevelopment@cfasanfrancisco.org
Committee members: Michael J. Bodnyk, CFA; Robert Byrne; Mariia Eroshin, CFA, CPA, CFP; Greg Harris; Yevgeniy Koyfman; Chinh Le, CFA; Ravi Tarekere, CFA, CPA, FRM; Timothy Y. Wong, CFA; Julia Xu, CFA; Randy Young, CFA, CAIA
Continuing Education Committee The Continuing Edcuation Committee (Formerly Professional Development Program Committee) covers three areas:
Continuing Education
Ethics and Regulatory
Quantitative and Fixed Income.
Committee Co-Chairs:
Steven Perkins, CFA Email: perkinsstephen@yahoo.com
Chris Gillette, CFA Email: chris.gillette@barclayswealth.com
Committee Members: Bruce Ackermann, CFA; Jim Altenbach, CFA; Elena Andrade, CFA; Michael Bodnyk, CFA; Dan Brady, CFA; Clare Cai, CFA; Stephen Chien, CFA; William Fellows, CFA; Ajo Fod, CFA; J. Mac Furst, CFA; Rebecca Gao, Ph.D., CFA; Lynn Gravelle-Mosier, CFA; Chad Gray, CFA; Jessica Guan; Gage Houser, CFA; Jianmei Jia, CFA; Ryan Jusko, CFA; Kirk Knapp, CFA; Alex Kopelevich, CFA; Damon Krytzer, CFA; Evelyn Lawson, CFA; Marc Lieberman, CFA; Jonathan Masse, CFA; Sami Mesrour, CFA; Ken Miller; Shwan Oxenham, CFA; Blair Schmicker, CFA; Satish Swamy, CFA; Caroline Weis, CFA, CFP; Ruth Werner; Matt Winter, CFA; Sabrina Yih, CFA
Corporate Programs The objective of the Corporate Program Committee is to offer continuing education and professional development through the interchange of investment ideas and corporate presentations. The Committee seeks S&P 500 companies or companies with market capitalization of greater than $1 billion to sponsor lunch presentations.
Chair: Rong Wang, CFA Email: rongw108@yahoo.com
Committee Members: Ferian Juwono; Bill King, CFA; Damon Krytzer, CFA; Yvonne Leung, CFA; Christopher Montano, CFA; Curtis Shauger, CFA; Shanyi Shen, CFA; Carter B. Shoop, CFA; Edward H. Turner, Jr., CFA; Michael Van Vleck, CFA; Gary K. Yeung, CFA
Membership Services The Membership Services Committee seeks volunteers who are currently regular members of the CFA Society of San Francisco to act as sponsors to new applicants, and to assist in the review of applications. Committee chair: Marc Lieberman, CFA
Newsletter Committee CFA Society of San Francisco's newsletter committee develops content for the quarterly publication.
Public Awareness Committee The Public Awareness Committee disseminates the value of the CFA Charter by raising awareness of the CFA program, the local society and its members through helping members develop media relations, offering workshops and an annual panel on career opportunities, issuing press releases, fostering community outreach programs, recognizing new CFA Charterholders, and increasing awareness of the value of the charter to employers.
Committee Chair: Stephanie Sparling
Committee Members:
Social Programs Committee The Social Programs Committee provides society members with non-work related social gatherings and networking opportunities.
Social Programs Chair: Marc Lieberman, CFA
Email: mlieberman@ashfield.com
Committee members: Justin Bandy, CFA; Amy Culver, CFA; Tingchun (Connie) Chen, CFA; Jessica Guan, CFA; Catherine Hsiao, Tim Jacobson, Sandi Li, CFA; Rob McEneany, CFA; Stephanie Sparling, Allan Tu
Tech Committee The Tech Committee is responsible for the content and development of the society's website.
Committee Co-chairs: Hemant More, CFA; Shane McGrath, CFA
Committee Members: Dan Brady, CFA; Linda Lam; Tina Marchetti
Contact the Tech Committee at Tech@CFASanFrancisco.org
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