CFA Society Board Leadership

CFA Society Hartford Leadership

Board Structure

The Society is led by a Board comprising the President, President-Elect, Secretary, Treasurer and directors who meet regularly to provide oversight and to ensure proper governance of the Society’s activities.  Each Vice President chairs a committee.  Committees include Programs, Research Challenge, University Relations, Membership (CFAs and Candidates), Advocacy, Signature Events (Forecast Dinner).  
 

Get Involved

The CFA Society Hartford is seeking new board members and volunteers.  Please consider getting involved.

Past Presidents

CFA Society was established in 1953.  View a list of our past leadership.

Past Presidents

Current Board Members

Richard Razza
President
Richard Razza, CFA, CCIM
Webster Bank
Joe Baccash
Treasurer
Joe Baccash, CFA
Cigna
Yi Wei

Secretary
Yi Wei, CFA
Agribank

Raymond Bovich
Director | Private Wealth Programs
Raymond Bovich, CFA,
Wooster Square Advisors, LLC Group
Lyn Farris
Director | Membership
Lyn Farris, CFA, CIFM
The Hanover Insurance Group
Ian Green
Director | Signature Events
Ian Green, CFA
Gateway Financial Partners
Benjamin Lavine
Director | Programs
Benjamin M. Lavine, CFA, CAIA, RICP
Freedom Investment Management
Jordan Marino
Director | Research Challenge
Jordan Marino, CFA, CAIA
Connecticut Capital Management Group, LLC
Sean McCaffery, CFA

Director 
Sean McCaffery, CFA
Fiducient Advisors

Michael Rickett, CFA, CFP
Director
Michael Rickett, CFA, CFP
Gateway Financial Partners
Jim Newman
Past President  | Financial Literacy
James Newman, CFA, CFP
Gottfried & Somberg Wealth Management, LLC

Staff

Rebecca Taylor
Executive Director
Rebecca Taylor
Heather Conley
Social Media Director
Heather Conley