CFA Society Madison

A Member of the CFA Institute Global Network of Societies

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 Leadership

OFFICERS
​​

PRESIDENT​
Brian Hellmer, CFA, CIPM
State of Wisconsin Investment Board
Phone:  608.266.8616
Email

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

VICE PRESIDENT
Linda Yu, CFA
UW-Whitewater 
Phone:  262.472.5429
Email

TREASURER
Jason Joanis, CFA
BMO Private Bank
Phone:  608.283.5160
Email

​​​​BOARD OF DIRECTORS

Noel Goeddel, CFA Phil Hannifan, CFA
Dan Krebsbach, CFA Jason Mirr CFA
Tim O'Brien, CFA Jason Pall, CFA
Chris Reed, CFA
Mike Sanders, CFA
​Xuezheng Wu, CFA

​COMMITTEES​
ADVOCACY
Linda Yu, CFA - email​

MEMBERSHIP
Phil Hannifan, CFA - email​

PROGRAM 
Brian Hellmer, CFA, CIPM - email​
Jason Mirr, CFA - email
Mike Sanders, CFA, FRM - email

CFA INSTITUTE RESEARCH CHALLENGE 
Tim O'Brien, CFA - email
Dan Krebsbach, CFA - email

​SCHOLARSHIP
CFA Society Madison - email​
  


  

​PAST PRESIDENTS​

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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 About CFA Institute

CFA Institute is a global, nonprofit member organization of financial analysts, portfolio managers, and other investment professionals.