History

In 2022, CFA Society Minnesota celebrated its 70th birthday! On September 8, 1952, a group of forward-thinking individuals created the Twin Cities Society of Security Analysts - the organization that later became CFA Society Minnesota. We've uploaded some wonderful archival documents to help celebrate our birthday. Thank you to our generous members for sharing these:

  • Click here to see the 69 people from 25 organizations listed in the TCSSA's first membership directory, published in 1953. 
  • Click here to see a welcome letter for the first class of CFA Charterholders, mailed in 1963.

CFA Society Minnesota is a 501(c)(6) non-profit organization. In the early 2000's we adopted the name and branding of CFA Institute. We are the 24th largest society of analysts among the 160 member societies and affiliates worldwide.

 

Awards
Our volunteers and staff have built an award-winning society, recognized in recent years by local and international organizations.

Past Board Members

2021-23

Past Presidents

Name Term Name Term
Kate Lyons 2023 ​Steven ​Tomingas ​1984
​Chris ​May ​2020 ​Michael ​Ducar ​1983
​Mark ​Peiler ​2018 ​Dennis ​Keller ​1982
​Josh ​Howard ​2016 ​Richard ​Hume ​1981
​Kim ​Brustuen ​2014 ​Ronald ​DeSellier ​1980
​Robert ​Buss ​2012 ​Richard ​Jensen ​1979
​Leyla ​Kassem ​2010 ​Richard ​Warden ​1978
​Anthony ​Carideo ​2009 ​William ​Frels ​1977
​Anthony ​Carideo ​2008 ​Gerald ​Gorski ​1976
​Jeffrey ​LeMunyon ​2007 ​Glen ​Steinke ​1975
​John ​Holewa ​2006 ​Herbert ​Royce ​1974
​John ​Holewa ​2005 ​Roger ​Larson ​1973
​Jason ​Matz ​2004 ​Richard ​Gunderson ​1972
​Jeffrey ​LeMunyon ​2003 ​LeRoy ​Piche ​1971
​Marilyn ​Kemme ​2002 ​William ​Nord ​1970
​Patrick ​Coleman ​2001 ​Robert ​Blixt ​1969
​Mark ​Cherniack ​2000 ​Gerald ​Dirks ​1968
​Ronald ​Kaliebe ​1999 ​Donald ​Jondahl ​1967
​Mary ​Schmid Daugherty ​1998 ​Mark ​Dreyer ​1966
​Sally ​Anderson ​1997 ​Robert ​Johnson ​1965
​Randy ​Hines ​1996 ​Robert ​Lacey ​1964
​Roger ​Henry ​1995 ​Gaylord ​Glarner ​1963
​Richard ​Pyle ​1994 ​Henry ​Norton ​1962
​Janet ​Margotto ​1993 ​C. ​Kirsch ​1961
​Bruce ​Bredehoft ​1992 ​William ​Goodwin ​1960
​William ​Beardsley ​1991 ​James ​Harris ​1959
​James ​Doak ​1990 ​Harvey ​Daniels ​1958
​Stephen ​Gianoli ​1989 ​George ​Power ​1957
​Dennis ​Nielsen ​1988 ​John ​Edgerton 1956
Bruce Huber 1987 Edward Wells ​1955
​Mary ​Malevich ​1986 ​T. ​Montgomery ​1954
​Richard ​Magnuson ​1985 ​Raymond Litts ​1953