CFA Society Houston

A Member of the CFA Institute Global Network of Societies

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 2019 - 2020 Leadership

2016-2016 BOD Website

2019-2020 Board of Directors & Officers

President
Lee Partridge, CFA

Lee Partridge is a private investor with over 25 years of investment experience. Mr. Partridge served as the Chief Investment Officer of Salient Partners from December 2010 through October 2016. Previously, Mr. Partridge founded Integrity​ Capital to provide outsourced CIO services to public pension systems. He also held positions as the Deputy CIO and Director of Fixed Income for the Teacher Retirement System. During his early career, Mr. Partridge served in a variety of portfolio and risk management roles within the banking and insurance industries.

Mr. Partridge holds the CFA and CAIA designations and received an MBA from Rice University and a B.S. in Psychology from the University of Houston.​


Email: president@cfahouston.org

 

Vice President of Programming

Jun Gu, CFA

Jun Gu is a Portfolio Manager at Stavis & Cohen Financial with ten years of investment experience.   Previously, Ms. Gu was a financial journalist at a Chinese newspaper headquartered in Shanghai, where she covered consumer sector and conducted interviews with many Fortune 500 C -Suite executives.   

Ms. Gu holds the CFA designation and is a member of the CFA Institute & the CFA Society of Houston. Ms. Gu received an MBA from Rice University with concentrations in Finance & Accounting and a B.A. in Journalism from Fudan University in China. ​


Phone:
Email: programs@cfahouston.org

             

  

Treasurer / Secretary  
Steven Sheldon, CFA

Steven is a Director and Senior Wealth Advisor with Mariner Wealth Advisors.  Steven has more than 20 years of professional finance experience. Prior to joining Mariner Wealth Advisors, he was principal of SMS Capital Management, LLC, a boutique wealth management firm he founded in 2002, to serve the needs of business owners, corporate executives, professionals and mass-affluent households.

Steven holds an MBA from Tulane University and a Bachelor's of Business Administration (BBA) from The University of Texas at Austin. He is a CFA® charterholder and CERTIFIED FINANCIAL PLANNER professional.​


Phone:
Email: treasurer@cfahouston.org or secretary@cfahouston.org                  

 

Jeffrey E. Curtiss is a private investor. From January 2000 to June 2006, Mr. Curtiss served as the Senior Vice President and Chief Financial Officer of Service Corporation International, a leading provider of funeral and cemetery services. Previously, Mr. Curtiss was the Senior Vice President and Chief Financial Officer of Browning-Ferris Industries, Inc. from January 1992 to July 1999. Mr. Curtiss holds two law degrees and a CPA certificate, and became a CFA charterholder in 2006. Mr. Curtiss was the President of the CFA Society of Houston during the 2012-2013 fiscal year and remains on its Board of Directors.


Email: directors@cfahouston.org

                   

          

Director

Mahesh Desai is a financial advisor, Registered Principal with SagePoint Financial Inc. and has been in the CPA practice in Houston since 1993. He has also served as a Senior Financial Services Executive at MetLife from 1993 to 2013. During his association with MetLife, he was involved in insurance, retirement and asset management businesses and oversaw business development, product management and marketing activities for the company's agencies. He was also responsible for overseeing financial reporting, planning, and expense management for the agencies. 

Before he moved to the USA in 1993, he worked as an accountant and financial controller at Indian Oil Corporation, a fortune 500 Corporation. He also worked as a Public Accountant during his study of Chartered Accountancy in India and CPA in USA. Additionally, he conducted internal, system and financial audits of large manufacturing, banking and insurance clients and directed audit staff and audit programs. During his career he had various roles involving: strategic and tactical planning, business development, human relations, accounting, auditing, finance, and risk and investment management fields in the USA and internationally. He also participates in volunteer activities hosted by the CFA Institute.

Mr. Desai is CFA Charter holder, CPA, CFP, Chartered Accountant and holds Master’s Degree in Accounting & Commerce from the Maharaja Sayajirao University- India. He holds FINRA Series 7, 24, 63, 65, registrations.

Phone:281-236-8444








Email: directors@cfahouston.org


Director
Jason S. Leder, CFA             
                           
Jason Leder is Chief Investment Officer of Leder Fiduciary Capital LLC and has 28 years of investment experience. Previously, Jason Leder had been a Portffolio Manager with the Invesco/Van Kampen Value Opportunities Fund and with the Invesco/Van Kampen Comstock Fund. At both Invesco and at Van Kampen, Mr. Leder served as Senior Portfolio Manager and as Managing Director.  Previously, Mr. Leder served as a Securities Analyst at Salomon Brothers, Fidelity Management and Research, Gabelli & Company, and Austin, Calvert, and Flavin.  Mr. Leder is a member of the CFA Institute and the CFA Society of Houston.  Mr. Leder holds a CFA designation.  Mr. Leder earned a M.B.A. degree from Columbia University and a B.B.A. degree in Finance with a concentration in Accounting at the University of Texas at Austin, and graduated from St. John’s School in Houston. 

Email: directors@cfahouston.org

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Director
Dr. Joe Ueng, CFA                   

Joe Ueng, is a professor of finance at the University of St. Thomas (UST) in Houston. He has been the chair of the department of economics and finance in the Cameron School of Business at UST since 2006. Before moved to the U.S. in 1989, Dr. Ueng worked as a financial advisor in Taipei, Taiwan. His current research interests include corporate governance, international investment, and mergers and acquisitions. Dr. Ueng revived the B.S. degree in physics from National Central University in Taiwan and his Ph.D. degree in finance from St. Louis University. Dr. Ueng is the Cullen Foundation Chair of Finance at the University of St. Thomas and also a chartered financial analyst (CFA).   

Email: directors@cfahouston.org




Strategic Advisor
Leah Bennett, CFA         
                              

Ms. Bennet joined Westwood in 2016 and has over 24 years of wealth management experience. Prior to joining Westwood, Ms. Bennett was Co-Chief Investment Officer at South Texas Money Management, where she shared responsibility for overseeing teh investment strategies of the firm. Prior to that, Ms. Bennett was a Managing Director and Chief Investment Officer at King Investment Advisors, Inc. and a Research Analyst for Capital Research & Management. She formerly served as the CFA Institute President's Council Representative for the South Central United States and Latin America. Ms. Bennett is a Co-Founder of the CFA Women in Investment Management initiative and the CFA Institute Global Research Challenge of the Southwest. She currently serves on the Wright Fund Oversight Board at Rice University and on the Advisory Council of Executives (ACEs) at the Bill Greehey School of Business at St. Mary's University. She received her BS in economics from Texas A&M University.

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