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Board of Directors 2019-2020

Jeffrey E. Bernardo, CFA

President & CEO, Chairman of the Board

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Julie Bessent, CFA, CFP, CPA


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David A. Furfine, CFA

Board Member

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Patrick “Joey” Greive, CFA, CFP

Awareness & Advocacy Committee Chair

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Joseph Janocko, CFA

Board Member, Past President

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Cory Schrader, CFA

Education Committee Chair

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David Siegel, CFA


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Milena D. Spasova, CFA, CIPM

Vice President, Program Committee Chair

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Anna Tsoy, CFA

Membership Committee Chair

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Shirley Zhang, CFA

Technology Committee Chair

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Past Presidents

CFA Jax has been led by local professionals who have dedicated their time and efforts for the cause of professional excellence in investment management.

Click here to see the list of past presidents and the year of their terms.