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 Meet the CFA Society of Dallas/Fort Worth Board Members

 

 View All Board Member Videos

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 Board of Directors 2020 - 2021

Executive Board
President - Lauren Minch, CFA
Vice President, Executive - Paul Olschwanger
Vice President, Programs Co-Chair - Steven Hooser
Vice President, Membership - Wendy Messmann, CFA
Treasurer - Tyler Young, CFA
Secretary - Robert McDonald, CFA
At Large Directors
Programs Co-Chair - Todd Truitt,
CFA Volunteers - Michelle Pryor, CFA
Diversity Initiatives - Lisa McDaniel, CFA
University Relations - Brandon Troegle, CFA
Marketing - Joe Martinez, CFA 
Employer Engagement - Brittny Allred, CFA
Mentorship Program - Luis Lemus, CFA
Chris Terry, CFA
Ryan Bailey, CFA
Gregg Ballew, CFA
Ex Officio
Review Course - John Harris, CFA
SAB Chair - Lyndon Westerberg, CFA
Advocacy - David Lewis, CFA
Shirley Ogden, CFA
Special Projects - Marilyn Wiley, CFA

 Strategic Advisory Board Members

Kim Abmeyer, CFA, XO Wealth Management
Mark Freeman, CFA, Socorro Asset Management LP
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 PedenGuidStone
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

Kim Abmeyer, CFA
Michael Yeager, CFA
Julie Toler, CFA
Joe Martinez, 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 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