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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: Chinh Le, CFA
Email: careers@cfasanfrancisco.org
Committee members:
Michael J. Bodnyk, CFA; Robert Byrne; Greg Harris; Yevgeniy Koyfman; CFA; Ravi Tarekere, CFA, CPA, FRM; Julia Xu, CFA; Randy Young, CFA, CAIA
Communications Committee
CFA Society of San Francisco's communications committee promotes the value of the CFA Charter, the local society and its members by: developing content for the society's electronic and printed publications, developing media relations, issuing press releases, offering workshops and an annual panel on career opportunities and fostering community and employer outreach programs designed to reflect the professional and ethical standards embodied in the CFA Charter.
Committee Co-Chairs: Jeff Uken, CFA, Bill Kan, CFA and Alan Wong, CFA
Email: newsletter@cfasanfrancisco.org
Email: pa@cfasanfrancisco.org
Continuing Education Committee
The mission of the CFASF Continuing Education (CE) Committee is to offer professional development and continuing education to our members.
Committee Co-Chairs:
Jonathan Masse, CFA
Email: jmasse@alphashares.com
Dorian (Randy) Young, CFA, CAIA
Email: dorian_young@yahoo.com
Committee Members:
Deepak Ahuja; Jim Altenbach, CFA; Elena Andrade, CFA; Hamed Beytollah; Michael Bodnyk, CFA; Dan Brady, CFA; Clare Cai, CFA; Stephen Chien, CFA; Arun Chopra; Sunanden Clerk; Martha Delgado; William Fellows, CFA; Ajo Fod, CFA; J. Mac Furst, CFA; Rebecca Gao, Ph.D., CFA; Chris Gillette, CFA; Jennifer Guan; Lynn Gravelle-Mosier, CFA; Chad Gray, CFA; Jessica Guan; Gage Houser, CFA; Jianmei Jia, CFA; Ryan Jusko, CFA; Martin Kemnec, CFA; Kirk Knapp, CFA; Evelyn Lawson, CFA; Marc Lieberman, CFA; Jonathan Masse, CFA; Sami Mesrour, CFA; Ken Miller; Elaine Orr; Shawn Oxenham, CFA; Stephen Perkins, CFA; Mark Roberts; Blair Schmicker, CFA; Satish Swamy, CFA; Wilhelmine Von Turk; 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: Matt Schmidt, CFA; Sabrina Yih, CFA; Bill King, 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 Chairs: Marc Lieberman, CFA
Email: mlieberman@ashfield.com
Social Programs Committee
The Social Programs Committee provides society members with non-work related social gatherings and networking opportunities.
Social Programs Co/Chairs:
Marc Lieberman, CFA
Email: mlieberman@ashfield.com
Catherine Hsiao
Email: cathsiao@gmail.com
Committee members:
Justin Bandy, CFA; Hamed Beytollah; Tony Blagrove; Sunandan Clerk; Amy Culver, CFA; Ravi Tarekere, CFA; Tingchun (Connie) Chen, CFA; Jessica Guan, CFA; Tim Jacobson, Sandi Li, CFA; Rob McEneany, CFA; Stephanie Sparling; Shankar Subramanian; Allan Tu; Jerome Van Der Ghinst, CFA
Tech Committee
The Tech Committee is responsible for the content and development of the society's website.
Committee Chair: Venkat Rajaram
Committee Members:
Dan Brady, CFA; Linda Lam; Tina Marchetti
Contact the Tech Chair at Techchair@CFASanFrancisco.org
University Outreach
The University Outreach Committee seeks to develop relationships with local universities and raise awareness of the CFA Charter; coordinates presentations to graduate programs, runs annual portfolio contest and supports teams for regional/global investment research challenge.
Committee Chairs: Craig Ayers, CFA and Matthew Zuck, CFA
Email: mdzuck@gmail.com
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