CFA Society Naples

A Member of the CFA Institute Global Network of Societies

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 Society Leadership

​President: Jack Clark, CFA, CFP, Senior Wealth Advisor, The Colony Group​

Vice President: Leroy Munster, Research Analyst, Wasmer, Schroeder & Company

Treasurer: Richard Smith, CFA

Secretary: Serge Ecityan, CFA, Vice President, Private Wealth Advisor, Director, BMO Private Bank

 2018-2019 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.

Omar Bhangia, ​​VP/Senior Portfolio Manager​, US Bank Private Wealth Management

Jack Brown, CFA, Chief Investment Officer, Aviance Capital Partners

Travis Jones, PhD, Professor of Finance, Florida Gulf Coast University

Jenny Lynn Dunn, Compliance & GIPS Officer, Wasmer, Schroeder & Company

Wayne Elmore, Business Development Associate, Wasmer, Schroeder & Company

Jean GrussPrincipal, Gruss Communications

2018-2019 Board Affiliates​​​​

Society's Administrative Officer:  

 


 Volunteer Opportunities

Please contact us to inquire about any volunteer opportunities.

 Past Presidents

2017-2018

​Loren McDougall

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