Leadership

Our Leadership

Executive Board

Lauren Minch, CFA - Chief Executive Officer  Chris Terry, CFA - Chair

Paul Olschwanger - Vice Chair and Podcast

Shashin Shah, CFA - Treasurer

At Large Directors

Thomas Griswold, CFA - Programs/Content

Todd Truitt, CFA - Membership

Luis Lemus, CFA - Candidate Mentorship

Rashi Poddar, CFA - Social Media

Kelly Hohertz, CFA - Young Professionals

Dan Drabinski, CFA - Volunteer Engagement

Lisa McDaniel, CFA - Editorial Board

Brandon Troegle, CFA - Advocacy

Tyler Young, CFA - University Relations

Steven Hooser - Employer Engagement
David Lewis, CFA - Advocacy

Special Advisors

Gregg Ballew, CFA 

Joe Martinez, CFA 

Past Presidents

Lauren Minch, CFA
Kim Abmeyer, CFA
Michael Yeager, CFA
Julie Toler, CFA
Joe Martinez, CFA
Shirley Ogden, CFA

Advisory Board Members

Mark Freeman, CFA
Luther King, CFA
Larry Lockwood, CFA
Dan Meader, CFA
Scott Miller, CFA
Lauren Minch, CFA
Chris Terry, CFA
Scott Orr, CFA
Dan O'Grady, CFA
Matt Peden, CFA
Jason Safran, CFA
Steve Smith, CFA
Tom Tull, CFA
Gary Walsh, CFA
Lyndon Westerberg, CFA
Marilyn Wiley, CFA