The CFA Society Board of Directors are elected via proxy-vote. Directors serve a three-year term, commencing on November 1. To serve as a CFA Society Bermuda Board Member, volunteers must be active members in good-standing; officers must also hold the CFA designation. Feel free to contact us if you are interested in board service or other volunteer opportunities.
Committees and Officers
Board Members currently Chair or lead the following committees and initiatives:
Officers
- Pamela Da Costa, CFA: President (contact)
- Joseph Zuiker, CFA: Vice President (contact)
- Wendy-Ann Thomas, CFA: Secretary (contact)
- Kilian Morrissey, CFA: Treasurer (contact)
Committees
- Christine Todd, CFA: Membership (contact)
- Romari Tucker, CFA: Education and Financial Literacy (contact)
- Nathan Kowalski, CFA: Advocacy (contact)
- David Tavares, CFA: Public Awareness (contact)
- Lyndon Guiseppi, CFA: Programs (contact)
Past Presidents
- Miguel Da Ponte, CFA: 11/30/2020 - 11/30/2023
- Shane English, CFA: 11/1/2017 - 11/1/2020
- Mark Crockwell, CFA: 9/30/2014 - 10/31/2017
- Nathan Kowalski, CFA: 10/1/2011 - 10/31/2014
- Joseph Zuiker, CFA: 10/31/2009 - 9/30/2011
- Theo Evangelakos, CFA: 11/23/2007 - 10/30/2009
- Alexander Werther, CFA: 10/1/2006 - 11/23-2007
- Mark Crockwell, CFA: 10/18/2004 - 9/30/2005
- Joel Schaefer, CFA: 9/1/2002 - 10/17/2004
- Joseph Zuiker, CFA: 9/1/2000 - 8/31/2002
- Susan Monkman, CFA: 12/30/1999 - 8/31/2000
- Eva Korpela, CFA: 7/1/1999 - 12/29/1999
- Lori Blackwood, CFA: 7/1/1998 - 6/30/1999
- Anthony Ware, CFA: 7/1/1997 - 6/30/1998
- Robert Harrison, CFA: 7/1/1996 - 6/30/1997
- Geoffrey Gardner, CFA: 4/1/1995 - 6/30/1995
- Jamsheed Khan, CFA: 7/1/1993 - 3/31/1995
- Edward Pritchard, CFA: 7/1/1992 - 6/30/1993
- Cheryl-Ann Lister, CFA: 7/1/1990 - 6/30-1992
- David Notman, CFA: 7/1/1989 - 6/30-1990