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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: Mariia Kouznetsova, CFA
Email: careerdevelopment@cfasanfrancisco.org
Committee members: Mariia Kouznetsova, CFA, CPA, CFP; Daniel B. Belcore, CFA; J. Mac Furst, CFA; Carman Leung; Jeffrey Yau; William.C.Chau, CFA; Julia (Weiyuan) Xu, CFA; Jesse Segreto, CFA; Kun Ma; Catherine Hsiao; Mingyu Tien; David Born; Irena Khachatryan; Peter Morrissey
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
Chirs Gillette, CFA
Email: chris.gillette@barclayswealth.com
Committee Members: Bruce Ackermann, CFA; Jim Altenbach, CFA; Elena Andrade, CFA; Clare Cai, CFA; Tom Carter, CFA; William Fellows, CFA; Rebecca Gao, Ph.D., CFA; Chris Gillette, CFA; Gage Houser, CFA; Jianmei Jia, CFA; Ryan Jusko, CFA; Martin Kemnec; Dan Kern, CFA; Kirk Knapp, CFA; Alex Kopelevich, CFA; Evelyn Lawson, CFA; Marc Lieberman, CFA; Ken Miller; Stephen Perkins, CFA; Satish Swamy, CFA; Caroline Weis, CFA, CFP; Matt Winter, 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; 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
Financial Literacy
CFA Society of San Francisco's Financial Literacy Committee promotes among bay area high school students educational programs, career information and internship opportunities.
Committee chair: Bert Bangayan, CFA
Committee members:Kristin Bradbury, CFA; Jay Briggs, CFA; Kathleen Brown; Kevin Cope, CFA; David Distad, Ph.D.; Michael Faust, CFA; Richard Fletcher, CFA; Janet Gearlds; Jackie Kazmerzak, CFA; Jeff Landry, CFA; Susan Morse, CFA; Tanya Steinhofer, 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 co-chairs: Steve Bard, CFA and Courtney Phommathep, CFA
Email cphommathep@deloitte.com
Committee Members: Evelyn Lawson, CFA
Newsletter Committee
CFA Society of San Francisco's newsletter committee develops content for the quarterly publication.
Editor, Maria Potapov, CFA
Email: maria.potapov@gmail.com
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: Position open
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
Committee members: Shane McGrath, CFA; Martha Tian; Tingchun Chen, CFA; Fiorella Giantomas; Rob McEneany, CFA; Kathy Zii; Lisa Chen
Email: mlieberman@ashfield.com
Tech Committee
The Tech Committee is responsible for the content and development of the society's website.
Committee Co-chairs: Satish Swamy, CFA; Hemant More, CFA
Committee Members:
Dan Brady, CFA; Linda Lam; Phil Levy, CFA; Tina Marchetti; Shane McGrath, CFA
Contact the Tech Committee at Tech@CFASanFrancisco.org
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