Leadership

Our Leadership Team

Officers

  • President: Roger Khlopin, CFA
  • Vice President: Veronica Wong, CFA
  • Treasurer: Aaron Nghiem, CFA
  • Secretary: David Okamoto, CFA
  • Executive Director: Laurie Nakamoto

Board of Directors

  • Roger Khlopin, CFA
    • Bank of Hawaii
  • Christine Medeiros, CFA
    • New York Life
  • Ken Miller, CFA
    • First Hawaiian Bank
  • Aaron Nghiem, CFA
    • Bank of Hawaii
  • David Okamoto, CFA
    • Hawaiʻi ERS
  • Tray Spilker, CFA
    •  University of Hawaii
  • Veronica Wong, CFA
    • Bank of Hawaii
  • Paul Yamashita, CFA
    • Raymond James
  • Kuan Yuan, CFA
    • BlueTide Inc.

Committee Chairs

Programming:

  • Aaron Nghiem, CFA
  • Christine Medeiros, CFA

Membership:

  • Michael Ching, CFA

University Relations:

  • Tray Spilker, CFA

CFA Program Review:

  • Jiakai Chen, CFA
  • Rosita Chang, CFA

Investment Research Challenge:

  • Lynn Kamimoto, CFA
  • Paul Yamashita, CFA

Continuing Education:

  • Joshua Lam, CFA
  • Stephanie Nomura

Executive Outreach:

  • Dawn Harflinger, CFA
  • Veronica Wong, CFA

Social:

  • Neil Kadota
  • Brian Tokuuke, CFA
  • Brent Curlow, CFA

Technology:

  • Laurie Nakamoto
  • Kyle Madriaga, CFA

Branding:

  • Dawn Harflinger, CFA

Past Presidents

  • William James Barton, CFA (2002-2003)
  • Gregory E. Ratte, CFA (2003-2005)
  • Diana P. Wehrly, CFA (2005-2007)
  • Michael K. Hirai, CFA (2007-2011)
  • Stephen K. Rogers, CFA (2011-2013)
  • Paul Yamashita, CFA (2013-2015)
  • M'Liss Moore, CFA (2015-2017)
  • Howard Hodel, CFA (2017-2019)
  • Dawn Harflinger, CFA (2019-2021)
  • Ken Miller, CFA (2021-2023)

CFA Society Hawaii Advisory Board

  • Christopher Benjamin
    • President & CEO of Alexander & Baldwin
  • Tim Donahue
    • Chief Investment Officer of Kamehameha Schools
  • Robert Harrison
    • Chairman, President, & CEO of First Hawaiian Bank
  • Peter Ho
    • Chairman, President, & CEO of Bank of Hawaii
  • Eric Martinson
    • Executive Vice President of Endowment of The Queen's Health Systems
    • President of Queen Emma Land Company
  • Toby Martyn
    • Senior Vice President, Investments at Stifel Nicolaus
  • Colbert M. Matsumoto
    • Chairman & CEO of Island Insurance Co., Ltd.
  • David Morimoto
    • Chief Financial Officer of Central Pacific Bank
  • Ty Nohara
    • Commissioner of Securities, Business Registration Division of State Department of Commerce and Consumer Affairs
  • Vance Roley
    • Dean of Shidler College of Business University of Hawaii at Manoa
    • Chair of Leadership and Management at First Hawaiian Bank
  • Donald R. Van Deventer, Ph.D.
    • Chairman & CEO of Kamakura Corporation
  • Kristin Varela
    • Chief Investment Officer of Employees’ Retirement System of the State of Hawai‘i