CFA Society Baltimore

A Member of the CFA Institute Global Network of Societies

BCFAS Advisory Board

Mission Statement

The mission of the Advisory Board is to serve as the advisory body to the BCFAS Board by being a resource for the Board on its strategic direction and operational responsibilities, aimed at providing continuity of leadership and building a stronger BCFAS within the community.


• Preserve critical institutional knowledge and experience of the BCFAS Board

• Offer counsel and guidance to the BCFAS Board

• Support and advise BCFAS goals, initiatives, programs, and committees

• Raise awareness, visibility, and relevance of the BCFAS

• Leverage professional network for BCFAS members and institutions

• Enhance and strengthen ties between the BCFAS Board and the CFAI

• Advocate for the BCFAS at both the Maryland state level and the CFAI level


Advisory Board


Amy Y. Zhang, CFA -

  • Managing Director, Senior Portfolio Manager, Brown Capital Management


Carol Boykin, CFA 

  • President, Bolton Partners Investment Consulting Group

Steven G. Brooks, CFA

  • Vice President, T. Rowe Price Associates

Eric Sheldon, CFA

  • Director, Cantacuzene Family Office

Timothy W. Hathaway, CFA

  • Partner, Portfolio Manager, Brown Advisory

John D. Linehan, CFA

  • Head of U.S. Equity Division, Chairman of the Equity Steering Committee, Member of the Management Committee, T. Rowe Price Associates

Hugo J. Warns III, CFA

  • Senior Vice President, Director of Research, Board Member, StifelNicolaus and Company