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 six other members 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, Education (Research Challenge & University Relations), Membership (CFAs and Candidates), and Advocacy (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

Jim Newman
James Newman, CFA, CFP, Gottfried & Somberg Wealth Management, LLC
Richard Razza
Treasurer & President-Elect
Richard Razza, CFA, CCIM, Webster Bank
Benjamin Lavine
Vice President | Programs
Benjamin M. Lavine, CFA, CAIA, 3D Asset Management
Kate Pizzi
Vice President | Membership
Kathryn Pizzi, CFA, ASA, Fiduciary Investment Advisors, LLC
Ian Green
Vice President | Advocacy
Ian Green, CFA, Greenlight Retirement Plan Consultants 
Joe Baccash
Secretary & Treasurer-Elect
Joe Baccash, CFA, Cigna
Michelle Rotondo

Vice President | Education
Michelle Rotondo, CFA, Talcott Resolution

Pam Minish
Immediate Past President
Pamela Minish, CFA , CAIA, Hooker & Holcombe Investment Advisors


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