Leadership

Leadership

OFFICERS
​​

PRESIDENT​
Greg Edwards, CFA

SECRETARY
Mark Prusha, CFA

VICE PRESIDENT
Joshua Stirling, CFA

TREASURER
Phil Hannifan, CFA


​​​​BOARD OF DIRECTORS

Bob Beggs, CFA, CPA Michele Bernius, CFA, CAIA
Chelsey Bishop Jason Joanis, CFA 
​Jason Mirr, CFA Chris Reed, CFA, CAIA
Vai Oles, CFA Charles Saunders, CFA
Xuezheng Wu, CFA

​COMMITTEES​
​SCHOLARSHIP
CFA Society Madison - email​

MEMBERSHIP
Jason Joanis, CFA 

PROGRAM ​​

Bob Beggs, CFA
Michele Bernius, CFA, CAIA 
Greg Edwards, CFA 
Jason Joanis, CFA 
Chris Reed, CFA, CAIA 
Vai Oles, CFA 
Joshua Stirling, CFA 

CFA INSTITUTE RESEARCH CHALLENGE 
​Joshua Stirling, CFA 

Past Presidents

Robert Beggs, CFA, CPA 2021-2023
Jason Joanis, CFA 2019-2021

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 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