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 Greg Crowell and Jake Tolk.
Greg Crowell, CFA brings extensive experience in venture capital and
small business finance to the New Mexico CFA Society board. He developed investment strategies and
identified potential investments during a stint with Intel Capital, Intel’s
venture capital investing arm. More
recently, he has assisted local companies like Meow Wolf and Descartes Labs
with funding rounds. Greg currently
represents the investment bank Young America Capital in the Southwest region,
runs his own consulting firm, Conundrum Solutions, and volunteers with the
Santa Fe Business Incubator. A long
career in the semiconductor industry working for Intel, AT&T and Hyundai
Electronics provided Greg with a deep technical background and experience
leading international teams. Greg enjoys
hiking, skiing and time in the mountains when he is not at his desk.
Jake Tolk, Vice President at Morgan Stanley
Regina Gaysina has been a chair of the CFA Society New Mexico Women's Committee since
November of 2017. She is the 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) Program.
Nicholas 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 the Portfolio Administrator at Acequia Investment Group. Devoted to helping clients navigate life's difficult financial decisions, his role within the team focuses on portfolio strategies to help ensure clients' needs are met.
A native of New Mexico, Nick earned a BBA in Finance from the University of New Mexico's Anderson School of Management with a Finance concentration. His career in the financial services field began with a move to Arizona to join Vanguard. After some time there building the early beginnings of a career, it was time to return home to New Mexico. Following Vanguard, he transitioned to a Financial Advisor role within Morgan Stanley Wealth Management. After gaining vital insight and experience at Morgan Stanley, Nick joined Acequia Investment Group.
His experience has solidified his belief that a strong investment plan is a critical foundation for financial well-being. The team works meticulously to ensure the plan and the investment process work together fluidly. Following the completion of a plan, each applicable client portfolio is designed to be aligned with the appropriate investment objective. In constructing customized portfolios, whether it be for a tax efficient or income strategy, Nick conducts research with the objective of minimizing risk within the portfolio. Throughout the process he also ensures that each client portfolio continues to be aligned with the appropriate risk tolerance.
Outside of work, Nick holds the Treasurer position of the Rio Rotary Foundation. He also participates with the CFA Society New Mexico as a member of the Membership, Scholarship, and Advocacy (MSA) committee. On the home front, Nick and his wife are kept busy by their young son and two dogs. Any outdoor activity is time well spent for the family.
"Investment products and services are
offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member
SIPC. Acequia Investment Group is a separate entity from WFAFN."
Weimerskirch is an analyst with RBC Capital Markets. She has been with RBC since October, 2019. Before RBC, Kaeley worked as an Audit Associate with KPMG. She is a 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 became involved with the university by becoming the president of the business honor society, Beta Alpha Psi, and using that experience to mentor 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.