CFA Society Madison

A Member of the CFA Institute Global Network of Societies

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
Greg Edwards, CFA	Phil Hannifan, CFA
Brian Hellmer, CFA, CIPM	Jason Mirr CFA
Jason Pall, CFA	Chris Reed, CFA, CAIA
Mike Sanders, CFA, FRM	Xuezheng Wu, CFA
Linda Yu, 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 Mike Sanders, CFA, FRM - 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

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