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 Society Leadership

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Barbara holds the position of Senior Securities Investigator in the Joint Serious Offences Team (JSOT) of the Alberta Securities Commission (ASC). She is currently seconded to the Market Analysis Platform (MAP) Project representing Alberta on this CSA initiative. MAP is the next-generation analytics tool which is being designed to identify, assess and investigate potential market abuse. MAP will capture market and transaction data to improve insight and support market integrity. Prior to joining the ASC in 2006, Barbara worked for a major investment dealer.  

Barbara is a member of the Board of Directors of CFA Society Calgary and currently serves as President. She has also been a member of CFA Institute's Global Disciplinary Review Committee (DRC) since 2016. The DRC enforces the CFA Institute Code of Ethics and Standards of Professional Conduct and the rules and regulations of the CFA Program. More recently, Barbara joined the Board of Directors of Canadian Advocacy Council. Barbara is a CFA charterholder (2007), a Certified Fraud Examiner (2009) and Certified Anti-Money Laundering Specialist (2018).​

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​Jamie joined the Board of CFA Society Calgary in July 2014 and currently serves as Vice President. He was previously Secretary, Programs Chair, and Membership Chair.

Jamie is Vice President and Portfolio Manager at Connor, Clark & Lunn Private Capital. He has 15 years of financial industry experience, gained primarily at ARC Financial Corp., one of North America's leading energy-focused private equity firms. His financial acumen, built working closely with entrepreneurs and corporate boards, allows Jamie to guide clients to the appropriate investment products and services to meet their long-term objectives.

Jamie graduated from the University of British Columbia, is a CFA charterholder and an independent director on the board of Rifle Shot Oil Corp.​

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Patrick is a Director, Business Development at Husky
Energy. Prior to his current role with Husky, Patrick held positions as Executive Director at Morgan Stanley and as a manager in the in-house M&A team at BP plc.

Patrick graduated with Distinction from the London School of Economics with an M.Sc. in Accounting and Finance in 2006, and from the University of Western Ontario with a BACS in Finance, Economics and Administration in 2005. Patrick became a CFA charterholder in 2010.​

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Jeremy joined the Board of CFA Society Calgary in July 2014 and currently serves as a Director.

Most recently, Jeremy worked as the Principal of McRock Capital, a venture capital firm focused on the Industrial Internet. Jeremy started McRock's Calgary office and focused on the origination, structuring, and execution of new investment opportunities. He also worked closely with existing portfolio companies on corporate strategy, risk management, business plan execution, and financial planning. Prior to McRock, Jeremy worked in a similar capacity at a leading energy-focused private equity firm based in Calgary.

Jeremy holds a Bachelor of Commerce degree with Distinction from the University of Calgary with a major in Finance. Jeremy is a CFA charterholder and has completed the Canadian Securities Course.​​

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Mr. Burnyeat joined the Board of Directors of CFA Society Calgary in 2014 and currently serves as the Past President.

Michael currently holds the position of Chief Financial Officer at Wayfinder Corp., a privately held company focused on the manufacture and transloading of specialty proppants used in the hydraulic fracturing sector. Prior to his current position, he held positions of CFO at Redrock Camps and EVP and CFO at Black Diamond Group. Previous experience includes senior finance roles in Insurance, Technology and the Oilfield Services sectors.

Michael graduated from the University of Alberta in 1990 with a Bachelor of Commerce (Accounting & Finance). He is a Chartered Accountant (1992) and a CFA Charterholder (2003).

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​Bret Dunwoodie joined the board of the CFA Society Calgary in July of 2016 and currently serves as a Director.

Bret currently holds the position of Director at Steady Creek Business Solutions. Bret works with companies to develop their corporate strategy and financial plans. He has performed due diligence on acquisitions across a number of different industries and has taken a lead role in the acquisition integration process. Bret has also led the development and implementation of business processes to enhance operations at a number of different corporations. 

Bret holds a Mechanical Engineering degree from the University of Alberta, an MBA in Finance from the University of Calgary and he is a CFA charter holder.​​


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​For over 15 years, Frederico has held senior investment positions at several global banks, such as Santander, Deutsche bank, and Itaú BBA, and joined HSBC Private Wealth Services in 2017. He has built an international career in roles including Equity Research and Private Fixed Income Analyst, Equity Sales Trader, Equity Portfolio Adviser and Investment Counsellor.

Frederico is a Chartered Financial Analyst (CFA) charterholder and also holds a Master of Business Administration (MBA) from Rotman Business School - University of Toronto with a specialization in finance and major in Funds Management.

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​Leah joined the Board of the CFA Society Calgary in 2019 and currently serves as a Director.

Leah is a Portfolio Manager at The City of Calgary where she oversees The City's $4 billion investment portfolio, as well as investment risk and compliance. Prior to joining The City in 2017, Leah held various positions at Suncor Energy within Treasury, Crude Risk, and Commercial Projects. 

Leah holds a Bachelor of Commerce majoring in Finance (with distinction) from McGill University and is a CFA charterholder.


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Jessica joined the Board of CFA Society Calgary in 2018 and currently serves as a Director.

Jessica is an Associate in Equity Research at Scotiabank. Prior to joining Scotiabank, Jessica was a Senior Accountant within the Assurance Practice at Ernst & Young (EY), where she earned her Chartered Professional Accounting (CPA) designation. Jessica also sits on the Board of Directors of Vertigo Theatre.

Jessica holds a Bachelor of Commerce degree in finance (with distinction) from the Haskayne School of Business at the University of Calgary and is a CFA charterholder.​

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​David joined the Board of the CFA Calgary in July 2016 and currently serves as Director.

David is currently a Director with BMO Capital Markets on their Energy Investment Banking team. Prior to joining BMO in 2011, David held similar roles in both investment banking and equity research since 2005. Prior to 2005, David worked as an engineer with General Dynamics Canada.

David holds an MBA from the University of Calgary and a B.Sc. in Electrical Engineering from the University of Alberta. He is a registered Professional Engineer in the Province of Alberta and is a CFA Charterholder.


 Past Presidents

Gernot Schnegelsberg   1976-1977
Alistair S. Thomson   1977-1978
Thomas H. Loucks   1978-1979
Gerald A. Cooper-Key, CFA   1979-1980
David A. Bissett   1980-1981
Leighton Frederick Pullen, CFA   1981-1982
Randal L. Oliver, CFA   1982-1983
Brian L. Gallen, CFA   1983-1984
Wilfred A. Gobert, CFA   1984-1985
John R. Rawlyck, CFA   1985-1986
Nancy Jane Grant, CFA   1986-1987
Donald T. Ferris, CFA   1987-1988
Mary E. Waterous, CFA   1988-1989
Ronald T. Abraham, CFA   1989-1990
Mike A. Quinn, CFA   1990-1991
Brian L. Ward, CFA 1991-1992
Robert G.G. Currie, CFA   1992-1993
John N. Grecu, CFA   1993-1994
William R. MacLachlan, CFA   1994-1995​
James F. Cameron, CFA   1995-1996
Debra Giles, CFA   1996-1997
​​Gary J. Feltham, CFA   1997-1998​
Elizabeth F. Lunney, CFA   1998-1999
Kenneth W. Rowan, CFA   1999-2000
Shondell J. Sabad, CFA   2000-2001
E. A. Tony Zaremba, CFA   2001-2002
​Elizabeth Hamilton-Keen, CFA   2002-2003
Stuart H. Parnell, CFA   2003-2004
Craig D. Senyk, CFA   2004-2005
Blaine Alexander Lennox, CFA   2005-2006
Claudio R. Gagliardi, CFA   2006-2007
Wes Peters, CFA   2007-2008 
Robert C. Cook, CFA   2008-2009
Vern Malcolm, CFA   2009-2010
Robert C. Cooper, CFA   2010-2011
Derek M. Wheatley, CFA   2011-2012
Carl L. Landry, CFA   2012-2013
Chris Hooper, CFA   2013-2014 
Matthew Andrade, CFA   2014-2015
Amanda Ross, CFA   2015-2016 
Daniel Spencer, CFA   2016-2017
James Chisholm, CFA   2017-2018
Michael Burnyeat​, CFA  ​ 2018-2019
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