A Member of the CFA Institute Global Network of Societies
DIRECTORS
Jeffrey Curtiss, CFAMahesh Desai, CFA, CPAJun Gu, CFAJohn Gualy, CFAJason Leder, CFALee Partidge, CFASteven Sheldon, CFAJoe Ueng, CFA
STRATEGIC ADVISOR
Leah Bennett, CFA
OFFICERSLee Partridge, CFApresident@cfahouston.org PresidentJun Gu, CFAprograms@cfahouston.org Vice President of Programming Steven Sheldon, CFAtreasurer@cfahouston.org secretary@cfahouston.org Treasurer / Secretary
COMMITTEE CHAIRS
Mentoring - Janko Trenkoski at mentoring@cfahouston.org
Marketing - Eugene Wang, CFA at marketing@cfahouston.org
CFA Liaison - Natalie Kassenyeva, CFA, PRM at natalienmk@yahoo.com
Advocacy - Mahesh Desai, CFA at md@mdcpacfa.com, Pat Swanson at pswanson@oxbowadv.com and Clark Blackman II clark@alphawealthstrategies.comEducation - Tim Hartzell, CFA at education@cfahouston.org Programming / External Relations - Jun Gu, CFA at programs@cfahouston.org Scholarships - Brian S. Quattrucci, CFA at BQuattrucci@eagleglobal.com and Jung Hwang, CFA at jung.hwang@invesco.com
Women's Initiative - Giovanna Garter, CFA at g.carollo.carter@gmail.comUniversity Liaison / Investment Research Challenge Houston Society Office - office@cfahouston.org
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