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 Leadership

OFFICERS
​​

PRESIDENT​
Jason Joanis, CFA
BMO Private Bank
Phone:  608.283.5160
Email

SECRETARY
Mark Prusha, CFA
CUNA Mutual Group
Phone:  608.235.0722
Email

VICE PRESIDENT
Bob Beggs, CFA
State of Wisconsin Investment Board
Phone:  608.266.5564
Email​​

TREASURER
Dan Krebsbach, CFA
American Family Insurance
Email​

​​​​BOARD OF DIRECTORS

Michele Bernius, CFA
Greg Edwards, CFA
Phil Hannifan, CFA
Brian Hellmer, CFA, CIPM
Jason Mirr CFA
Jason Pall, CFA Chris Reed, CFA, CAIA
Linda Yu, CFA
Xuezheng Wu, CFA

​COMMITTEES​
ADVOCACY
Linda Yu, CFA - email​

MEMBERSHIP
Phil Hannifan, CFA - email​

PROGRAM ​​
Bob Beggs, CFA - email
Jason Joanis, CFA - email
Jason Mirr, CFA - email
Chris Reed, CFA, CAIA - email​

CFA INSTITUTE RESEARCH CHALLENGE 
Brian Hellmer, CFA, CIPM - email​


​SCHOLARSHIP
CFA Society Madison - email​
  


  

​PAST PRESIDENTS​​

Brian Hellmer, CFA, CIPM - 2017-2019
Christopher Reed, CFA 2015-2017
Jason Pall, CFA 2013-2015
Jeremy Whitish, CFA 2011-2013
Matthew A. Goetzke, CFA 2010-2011
Scott Anderson, CFA, CIPM 2009-2010
Noel D. Goeddel, CFA 2008-2009
Michael Warmuth, CFA 2006-2008
Jonathan L. Schuster, CFA 2005-2006
Jan Cliff, CFA 2004-2005
Mark Prusha, CFA 2003-2004
Betty Kepley, CFA 2002-2003
Annette Hellmer, CFA 2001-2002
Lois A. O'Rourke, CFA 2000-2001
Jeffrey T. Matthias, CFA, CIPM 1999-2000
Marilyn Holt-Smith, CFA 1998-1999
John B. Stiefel, CFA 1997-1998​​
Raymond F. Unger, CFA 1996-1997
Thomas S. King, CFA 1995-1996​​​​​​​​​

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