CFA Society Baltimore

A Member of the CFA Institute Global Network of Societies



2018 through 2019 CFASB Officers

Mark Andrusis, CFA


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Zachary Reichenbach, CFA

Vice President

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David Merkel, CFA


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Kevin Osten, CFA


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Board of Directors

Arturo Balana, CFA

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Tuugi Chuluun, CFA

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Zachary Reichenbach, CFA

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Sean Rhoderick, CFA

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Yingying Shao, CFA

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Nicola Daniel

Executive Director


Lingzi (Lindsey) Kong

Information Systems Specialist


Past Presidents

2000 - 2018


Tuugi Chuluun, CFA
2017 - 2018
​​Kevin E. Osten, CFA 2016 - 2017
Farhan S. Must afa, CFA 2015 - 2016 
Erica D. Niemann, CFA 2014 - 2015
Clement K. Miller, CFA 2013 - 2014
Clement K. Miller, CFA 2012 - 2013
David A. Stepherson, CFA 2011 - 2012
David A. Robertson, CFA 2010 - 2011
Niall H. O'Malley 2009 - 2010
Steven J. Brooks, CFA 2008 - 2009
Eric Y. Sheldon, CFA 2007 - 2008
Amy Y. Zhang, CFA 2006 - 2007
Carolyn C. Boykin, CFA 2005 - 2006
Brian J. Brennan, CFA 2004 - 2005
James P. Gauthier, CFA 2003 - 2004
Manind V. Govil, CFA 2002 - 2003
Mitchel S. Penn, CFA 2001 - 2002
Michael J. Stafford, Jr., CFA 2000 - 2001

Click here to see the full list.

CFASB Advisory Board 

Mission Statement:

The mission of the Advisory Board is to serve as the advisory body to the CFASB 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 CFASB within the community. 



• Preserve critical institutional knowledge and experience of the CFASB Board 

• Offer counsel and guidance to the CFASB Board 

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

• Raise awareness, visibility, and relevance of the CFASB

• Leverage professional network for CFASB members and institutions 

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

• Advocate for the CFASB at both the Maryland state level and the CFAI level​