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​​

​​​​BOARD OF DIRECTORS

MEMBERSHIP
Phil Hannifan, CFA - email​

PROGRAM ​​
Bob Beggs, CFA - email
Michele Bernius, CFA, CAIA - email
Greg Edwards, CFA - email 
Jason Joanis, CFA - email
Chris Reed, CFA, CAIA - email​

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