CFA Society Naples

A Member of the CFA Institute Global Network of Societies

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 Society Leadership

​President: Loren McDougall, Wasmer, Schroeder & Co.

Vice President: Jack Clark, CFA, CFP, The Colony Group

Treasurer: Richard Smith, CFA

Secretary: Omar Bhangia, PNC Wealth Management

 2017-2018 Board of Directors

Chris Squittieri, CFA, CFP, Senior Investment Advisor, PNC Wealth Management
Andy Hill, CFA, President and Co-Founder, Andrew Hill Investment Advisors, Inc.
Scott Rosenblum, CFA, Portfolio Manager, Chatham Financial
Jack Brown, CFA, Chief Investment Officer, Aviance Capital Partners
Travis Jones, PhD, Professor of Finance, Florida Gulf Coast University
Niki Whelan, MSF, Investment Analyst, Naples Global Advisors, LLC
Serge Ecityan, CFA, Vice President, Private Wealth Advisor Director, BMO Private Bank
Wayne Elmore, Business Development Associate, Wasmer, Schroeder & Company

2017-2018 Board Affiliates

Society's Public Relations Counsel: Jean Gruss, Principal, Gruss Communications
Society's Administrative Officer:  Jenny Lynn Dunn, Compliance & GIPS Officer, Wasmer, Schroeder & Company

 


 Volunteer Opportunities

Please contact us to inquire about any volunteer opportunities.

 Past Presidents

2016-2017
Chris Squittieri, CFA, CFP

2015-2016
Scott Rosenblum, CFA

2014-2015
Isaac Codrey, CFA

2013-2014
Brian M. Dixon, CFA

2012-2013
Kenneth P. Thomas, CFA

2011-2012
Justin S. Land, CFA

2010-2011
Gary W. Queen

2009-2010
Jack D. Brown, CFA

2008-2009
Frank C. Fontana, CFA

2007-2008
William F. King, CFA

2006-2007
Daniel A. Mendoza

2005-2006
Darin A. Morgan, CFA