CFA San Francisco CFA San Francisco
Contact Us | Sign In >>
Financial Literacy
Media Relations
Photo Gallery
Book List
Booklist
Job Line
Home
About CFASF





Committees

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

    web



     © 2006. CFA Society of San Francisco. All Rights Reserved.