DIRECTORS
Jeffrey Curtiss, CFA
Mahesh Desai, CFA, CPA
Jun Gu, CFA
John Gualy, CFA
Jason Leder, CFA
Lee Partidge, CFA
Steven Sheldon, CFA
Joe Ueng, CFA
STRATEGIC ADVISOR
Leah Bennett, CFA
OFFICERS
Lee Partridge, CFA
president@cfahouston.org
President
Jun Gu, CFA
programs@cfahouston.org
Vice President of Programming
Steven Sheldon, CFA
treasurer@cfahouston.org
secretary@cfahouston.org
Treasurer / Secretary
COMMITTEE CHAIRS
Advocacy - Mahesh Desai, CFA, Pat Swanson at and Clark Blackman II at advocacy@cfahouston.org
CFA Liaison - Natalie Kassenyeva, CFA, PRM at liaison@cfahouston.org
Education - Tim Hartzell, CFA at education@cfahouston.org
Marketing - Eugene Wang, CFA at marketing@cfahouston.org
Membership - Yiying Cheng, CFA and Debby Su, CFA at membership@cfahouston.org
Mentoring - Janko Trenkoski , CFA at mentoring@cfahouston.org
Programming / Annual Dinner - Jun Gu, CFA at programs@cfahouston.org
Scholarships - Brian S. Quattrucci, CFA and Jung Hwang, CFA at scholarships@cfahouston.org
Social Media - Saad Patoli, CFA at socialmedia@cfahouston.org
Women's Initiative - Giovanna Garter, CFA at womensinitiative@cfahouston.org
University Liaison / Investment Research Challenge
Houston Society Office - office@cfahouston.org
