WHO ARE WE
The Membership, Scholarship and Advocacy (MSA) Committee focuses on recruitment, retention and engagement of members and corporate outreach. The group will act as ambassadors to promote and increase awareness about the CFA credential, CFA Society New Mexico membership, support the efforts of prospective charterholders through education and networking, promote learning opportunities relevant to the financial professional, and building relationship between the CFA Society New Mexico and academia to promote a foundation for younger members.
The MSA Committee is charged with developing programs to assist members excel during all stages of their careers and adjust to changes in the financial industry.
Volunteer leaders will also cultivate relationships with non-profit alliances, help determine the financial literacy needs of the alliance's constituents, direct content development teams, and schedules presentations.OUR GOALS AND VALUES
- Develop and implement an action plan for membership growth and enhancement
- Create awareness of the CFA Program and Scholarships and to energize current society members to understand and promote the value of the CFA Charter to prospective CFA candidates
- Provide opportunities to develop leadership skills through volunteer participation
- Consolidate valuable financial literacy content and make it widely available as a resource to the general investing public. We strike alliances with non-profit groups, leveraging their reach to access a wide variety of audiences.
- Conduct an outreach to industry leaders for speaking engagements or participation at events
- Allow participants to connect with like-minded colleagues through collaborative, interactive education and networking opportunities. Individuals can also identify speakers and promote professional development during networking events in informal settings.
- Collaborate with state and local regulators and advocate on behalf of investment professionals, CFA Society New Mexico members and charterholders
HOW YOU CAN GET
Scholarship and Advocacy Committee invites you to consider becoming involved.
Not only do we welcome and need your help, we also want your good ideas. The
best way to contribute is through your involvement on a working committee. For
more information, please contact Regina Gaysina and Jake Tolk.
Regina Gaysina is a Vice President at RBC Capital Markets in Albuquerque.
Regina focuses on New Mexico clients and actively participates in the
development of long-term finance plans and obtaining financings through
issuance of municipal bonds for New Mexico universities, school districts,
cities, counties and various finance authorities. Prior to joining RBC, Regina
worked as an Investment Analyst for Cetera Advisor Networks and as an Internal
Sales Consultant with Thornburg Investment Management. Regina holds a Master of
Business Administration from the University of New Mexico and a Bachelor of
arts in International Relations from Ural State University, Ekaterinburg,
Russia. She has passed Level I Exam of the CFA (Chartered Financial Analyst)
Jake Tolk, CFA, CRPC is a Financial Advisor with The Compass Rose Group at Morgan
Stanley. With more than 13 years of industry experience, Jake focuses on
designing portfolio strategies that are tailored to the needs of executives,
business owners, and families. As Portfolio Manager for The Compass Rose Group,
Jake oversees in excess of $750 million in assets as of 12/1/2018. A summa cum
laude graduate of New Mexico Tech, Jake is a published author in the
International Journal of Finance and Economics. He also has an extensive
computer science background, having programmed operating systems for remote
nuclear weapons monitoring and complex financial simulations. Before becoming a
Financial Advisor, Jake was a Senior Developer in the Credit Risk Analytics
team for Merrill Lynch in New York City.
COMMITTEE MEMBERSNicholas Gordon, CFP is a financial advisor at Sklar Capital Advisors in Albuquerque, NM. Nick's approach to financial advice is that of a coach, a therapist or trainer. He believes that financial advice is about improving the quality of life for the people he works with. Nick is dedicated to helping people gain confidence, improve their health and protect their future through making smart financial decisions.
Nick was born and raised in New Mexico. He attended the University of New Mexico, graduating with a bachelor's degree in Business Administration in 2011 and a master's degree in Business Administration in 2013. Nick was awarded the Certified Financial Planner designation in 2015.
Kanan Mammadli is a CFA Level II candidate and will begin his MBA program at the University of New Mexico in August 2019. Kanan graduated from University of New Mexico in 2018 with a BBA in Finance. Kanan is also leading a team of portfolio managers and analysts at the University of New Mexico's Financial Management Association.
Callie Poerio is a Brokerage Operations Representative at Fidelity Investments. She has been with Fidelity since 2017 and has worked with the Transfer of Assets and Mutual Fund Reconciliation Teams. She is now responsible for balancing non-Fidelity mutual fund accounts by working with business partners and ensuring the accuracy of all transactions. Callie is passionate about financial literacy, community involvement and volunteering at company events in the Albuquerque area. She graduated from The UNM Anderson School of Management with a Bachelors of Business Administration with a concentration in Finance. When Callie is away from the office she enjoys swimming, hiking and large family gatherings.
Nick Warner is a Financial Advisor with The Compass Rose Group at Morgan Stanley. Dedicated to attentive service, he focuses on ensuring that clients' wealth management needs are met with diligence and in keeping with larger financial goals. A native of New Mexico, Nick earned a BBA in Finance from the University of New Mexico's Anderson School of Management before beginning his financial services career with Vanguard in Scottsdale, Arizona. Nick returned to Albuquerque to join the Compass Rose Group in October 2018 and has quickly become an integral part of the team. With a strong work ethic, Nick has advanced training in finance, wealth planning, investment strategy, and products - tools that will help him guide clients toward their financial goals for generations to come.
Weimerskirch is signed on with KPMG as an Audit
Associate and is currently studying for her CPA exam. She is a recent graduate
from the University of New Mexico where she graduated with a BBA in Accounting
and Finance. During her time at the university she became involved with CFA
Society New Mexico through volunteering for society events. Kaeley also become
involved with the university by becoming the president of the business honor
society, Beta Alpha Psi, and using that experience to mentor other students and
other student organizations such as the Financial Management Association. In her free time Kaeley enjoys mentoring students and also enjoys playing
trending video games and spending time with her puppy, Guinness.