Leadership

2025 - 2026 Board of Directors

Joey Grieve, CFA, CFP

President

Heidi Thompson Morrow, CFA

Vice President, Program Chair

Jeffrey Bernardo, CFA

Secretary

David Siegel, CFA

Treasurer

Julie Bessent, CFA

Board Member, Past President

David Furfine, CFA

Board Member, Job Placement

Charles Hendrix, CFA

Board Member, Education & Candidate Support

Joseph Janocko, CFA

Board Member, Membership Chair

Milena Spasova, CFA

Board Member, Past President