Leadership

CFA Society Orange County Board & Key Chairs 2026-2027

File
​Name ​Posi​tion
Paisley Nardini, CFA, CAIA President & Education Co-Chair
​Chad Noorani, QKA Vice President 
Fadel Lawandy, CAIA ​Treasurer
Nick Rovelli, CFA, CAIA ​Secretary & Sponsorship Chair
Andrew Torok, Director ​Director
Chris Edgar, CFA Director - Co Chair, Programs
Barry Grossman, CFA, CAIA Director & Past President
George Balderas, CFA Director - Co-Chair, Programs
Michael Crennen, CFA, CPA Director, Sponsorship Chair
Bridgett England Director
Alfonso Rodriguez, CFA Director

Past Presidents

Name Term
Paisley Nardini, CFA, CAIA 24/25, 25/26, 26/27
Barry Grossman, CFA, CAIA 2023-2024
Derek Pantele, CFA, CFP® 2021-2023
Mary Sigler, CFA  ​2019-2021
​Barry Grossman, CFA, CAIA ​​2017-2019
​​​​Fadel Lawandy​​, CAIA ​2015-2017​
​Chad Neault, CFA ​2012-2014
​Tina Schackman, CFA, CFP® ​2010-2012
​Todd M. Richey, CFA ​2009-2010
​Jeff Elvander, CFA ​2008-2009
​Mike Kovar, CFA ​2007-2008
​Michael Ashley Schulman, CFA ​2006-2007
​Jay Tsai, CFA ​2005-2006
​Robert L. Panetti, CFA ​2004-2005
​Eliot B. Hayes, CFA ​2003-2004
​John Prichard, CFA ​2002-2003
​Krista S. Zipfel, CFA ​2001-2002
​Russell E. Murdock, CFA ​2000-2001
​Marr N. Leisure ​1998-2000
​Robert L. Adams, CFA ​1997-1998
​Stephen M. Miller, CFA ​1996-1997
​Steven G. Check ​1995-1996
​Tom Polarek ​1994-1995
​Deborah Harrington ​1993-1994
​Kurt R. Winrich, CFA ​1992-1993
​Howard Gleicher, CFA ​1991-1992
​Maureen Flanagan, CFA (formerly Gallogly) ​1990-1991
​Phillip R. Anton ​1989-1990
​Colette Y. Greenwood ​1988-1989
​Michael D. Rosenfeld ​1987-1988
​Dorothea Ziberoff ​1986-1987
​Gary Lisenbee ​​1985-1986