Leadership

Meet your Dayton Board

Our Leadership Board and Committee Volunteer Opportunities

CFA Society Dayton elects its board members to two-year terms. Half of the positions turn over each fiscal year beginning July 1 of each year. Elections are held in June. 

As a volunteer-run organization, CFA Society Dayton offers a variety of rewarding opportunities for members to contribute their time and talents to support the society's mission. Descriptions of our leadership board and/or committee are provided below. To volunteer for open board or  committee positions, or to learn more, please contact Shon Anderson, CFA Society Dayton President.

The benefits of serving on the board include opportunity for paid travel  to CFA Institute conferences in the U.S. and abroad, admission to Society sponsored events, the ability to set the direction of future Society initiatives, and an elevated professional profile.   

YOUR Dayton CFA Society relies on volunteers to ensure our viability. We know we have a lot of talent among our members and we hope you will consider giving a small donation of your time.  

For Information, Questions, or Concerns

Please email our Society Staff Administrator

[email protected]

 President

Erin Hawk, CFA

Wealth Investment Officer

LCNB Bank

Vice President

Ajay Badlani, CFA

Chief Investment Officer

George Kaiser Family Foundation

Treasurer

Matt Heitman, CFA® CFP®

Director of Financial Planning

Fi3 Financial Advisors, LLC

Education Chair
Jonah Sandler CFA®

Passionate Pursuer of Possibilities

Escena Investments

Secretary

Saad Sabri, CFA, CFP

Financial Consultant & Branch Office Supervisory Delegate 

Fidelity Investments

Membership Chair

Jacob Farwick, CFA

Portfolio Manager Assistant at Johnson Investment Counsel

Investment
Committee Chair

Society Staff Administrator

Sharon Wik