Leadership

The CFA Society Board of Directors are elected via proxy-vote. Directors serve a three-year term, commencing on November 1. To serve as a CFA Society Bermuda Board Member, volunteers must be active members in good-standing; officers must also hold the CFA designation. Feel free to contact us if you are interested in board service or other volunteer opportunities. 

Committees

Board Members currently Chair or lead the following committees and initiatives:

  • Pamela Dacosta, CFA, CPA, CA : President (contact)
  • Lisa Cheng, CFA, CPA, CA : Vice President (contact)
  • Joe Zuiker, CFA, CPA, CA : Treasurer (contact)
  • Christine Todd, CFA : Membership (contact)
  • Romari Tucker, CFA : Education and Financial Literacy (contact)
  • Nathan Kowalski, CFA, CPA, CA, CIM, FSCI : Advocacy (contact)
  • David Tavares, CFA : Public Awareness (contact)
  • Verde Brown, CFA : Programs (contact)
  • Brendan O'Brien, CFA : Technology (contact)