Leadership

Our Leadership Team

Board of Directors

 

Veronica Wong, CFA, CAIA

Vice President & Senior Portfolio Manager

Bank of Hawaii

Board of Directors, President

Executive Outreach, Co-Chair

 David Okamoto Headshot

David Okamoto, CFA

Chief Investment Officer

Hawaii Employer-Union Health Benefits Trust Fund (EUTF)

Board of Directors, Vice President

Roger Khlopin, CFA

Executive Vice President & Chief Investment Officer

Bank of Hawaii

Board of Directors, Past President

Aaron Nghiem, CFA, CIMA

Vice President, Investment Analytics Manager

Bank of Hawaii

Board of Directors, Treasurer

Programming, Co-Chair

Laurie Nakamoto Headshot 

Laurie Nakamoto

Executive Director

Christine Medeiros, CFA

Board of Directors

Programming, Co-Chair

 

Brent Curlow, CFA

Board of Directors

Social Committee, Co-Chair



Dawn Harflinger, CFA

Latitude 21

Board of Directors

Executive Outreach, Co-Chair

Branding, Chair

 Steve Rogers Headshot

Steve Rodgers, CFA

Executive Vice President & Chief Investment Officer

First Hawaiian Bank

Board of Directors

 

Tray Spilker, PhD, CFA

Associate Professor of Finance

University of Hawaii at Manoa, Shidler College of Business

Board of Directors, Secretary

University Relations, Chair

Committee Chairs

 

 

Jiakai Chen, CFA

First Hawaiian Bank Distinguished Professor, Associate Professor of Finance

University of Hawaii at Manoa, Shidler College of Business

CFA Program Review, Co-Chair

 

Cal Jones, CFA

Managing Director of Fixed Income

First Foundation Advisors

Technology, Co-Chair

 

Daniel Truong, CFA

Director 

Kamehameha Schools

Technology, Co-Chair

 

 

Joshua Lam

Vice President

First Hawaiian Bank

Continuing Education, Co-Chair

 

Stephanie Nomura

Vice President & Senior Portfolio Manager

First Hawaiian Bank

Continuing Education, Co-Chair


Andrew Sutton, CFA

Associate Portfolio Manager

Bank Of Hawaii

Membership Committee, Chair

 

Neil Kadota

Vice President

First Hawaiian Bank

Social Committee, Co-Chair

 

Brian Tokuuke, CFA

Portfolio Manager

The Rice Partnership

Social Committee, Co-Chair

 

Paul Yamashita, CFA, CRPS, AIF

Investment Research Challenge, Co-Chair

Past Presidents

  • William James Barton, CFA (2002-2003)
  • Gregory E. Ratte, CFA (2003-2005)
  • Diana P. Wehrly, CFA (2005-2007)
  • Michael K. Hirai, CFA (2007-2011)
  • Stephen K. Rogers, CFA (2011-2013)
  • Paul Yamashita, CFA (2013-2015)
  • M'Liss Moore, CFA (2015-2017)
  • Howard Hodel, CFA (2017-2019)
  • Dawn Harflinger, CFA (2019-2021)
  • Ken Miller, CFA (2021-2023)
  • Roger Khlopin, CFA (2023-2025)

Advisory Board

  • Christopher Benjamin
    • Retired Executive and Community Volunteer
  • Tim Donahue
    • Chief Investment Officer of Kamehameha Schools
  • Robert Harrison
    • Chairman, President, & CEO of First Hawaiian Bank
  • Peter Ho
    • Chairman, President, & CEO of Bank of Hawaii
  • Eric Martinson
    • Executive Vice President of Endowment of The Queen's Health Systems
    • President of Queen Emma Land Company
  • Toby Martyn
    • Senior Vice President, Investments at Stifel Nicolaus
  • Colbert M. Matsumoto
    • Chairman & CEO of Island Insurance Co., Ltd.
  • David Morimoto
    • Chief Financial Officer of Central Pacific Bank
  • Ty Nohara
    • Commissioner of Securities, Business Registration Division of State Department of Commerce and Consumer Affairs
  • Vance Roley
    • Dean of Shidler College of Business University of Hawaii at Manoa
    • Chair of Leadership and Management at First Hawaiian Bank
  • Donald R. Van Deventer, Ph.D.
    • Chairman & CEO of Kamakura Corporation
  • Kristin Varela
    • Chief Investment Officer of Employees’ Retirement System of the State of Hawai‘i