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 Board of Directors 2019-2020

Kim Abmeyer, CFA - President

Todd Truitt, CFA - Vice President, Membership

​Tyler Young, CP - Vice President, Programs

John Harris, CFA - CFA Review Course

Steven Hooser- Sponsorship

David Lewis, CFA - Advocacy Chair, At Large Director

Lisa McDaniel, CFA - Women's Initiative Chair

Robert McDonald, CFA - Treasurer

Lauren Minch, CFA - Vice President, Employer Outreach

Paul Olschwanger - Leadership Development

Greg Stuecheli, CFA - Co-Chair: Programs, At Large Director

Brandon Troegle, CFA - University Relations, At Large Director

Wendy Messmann, CFA - Secretary

Lyndon Westerberg, CFA - SAB Chair

Michelle Pryor, CFA - At Large Director

Harvey Rosenblum, PhD - At Large Director

Luis Lemus, CFA - At Large Director

Brittny Allred, CP - At Large Director

Marilyn Wiley, CFA - At Large Director

Michael Hasenauer, CFA - At Large Director

 Strategic Advisory Board Members

Kim Abmeyer, CFA, XO Wealth Management
Mark Freeman, CFA, Westwood Holdings
Jim Hille, CFA, Texas Christian University Endowment
Luther King, CFA, Luther King Investments
Richard Lee, CFALee Financial
Larry Lockwood, CFATexas Christian University
Brian McManus, CFA, McManus Capital Management
Dan Meader, CFA, Trinity Private Equity Group
Matt Peden, GuidStone
​Harvey Rosenblum, PhD, SMU
Steve Smith, CFA, Smith Asset Management
Julie Toler, CFA, Lee Financial
Tom Tull, Employees Retirement System of Texas
Gary Walsh, CFA, Luther King Investments
Lyndon Westerberg, CFA, J.P. Morgan
Marilyn Wiley, CFA, University of North Texas
Michael Yeager, CFA, Luther King Investments
 

 Past Presidents

Michael Yeager, CFA
Julie Toler, CFA
Shirley Ogden, CFA
Chuck Grosvenor, CFA
Marilyn Wiley, CFA
Mahesh Gehani, CFA
Lisa McDaniel, CFA
David Wiley, CFA
John Kvale, CFA
David Lewis, CFA
Julia Cunningham, CFA
Gary G. Walsh, CFA
Sharon Criswell, CFA
Lyndon J.E. Westerberg, CFA
Matt L. Peden, CFA
Royce Medlin, CFA
Scott L. Miller, CFA
David B. Ackerman, CFA
David W. Wiley, CFA
Daniel S. Meader, CFA
Jeffrey L. Williams, CFA
Luellen Triltsch, CFA
Lynda J. Calkin, CFA
Gregg A. Jahnke, CFA
Jean Krone Bono, CFA
Stephan J. Klaffke, CFA
Leon F. Andrus, CFA
Hilton Hemphill, CFA
Perry V. Rushing, CFA
John D. Schoch, CFA
John C. Fritsche, CFA
Jessica S. Gallia, CFA