BOARD OF DIRECTORS
President
Wesley Blight, CFA
Wesley is a Portfolio Manager with MD Financial Management Inc. (MDFM). His responsibilities include being lead manager for the MDFM fixed income and balanced investments, including the Canadian Equity Segregated Portfolio within MD Private Investment Counsel. He is a graduate of the University of Ottawa with an Honours degree in Finance and Human Resources. Wesley was previously the CFA Society Ottawa’s Vice President and has been a volunteer since 2011. Wesley is a CFA Charterholder and has earned the CIM and FCSI designations.
Vice President
Sean Kulik, CPA,CA,CFA,CAIA
Sean has been a CFA Institute member since 2011. He is the Chief Financial Officer at Nunavut Trust, a closed endowment based in Ottawa. Sean focuses on overall asset allocation, manager selection, risk management, and portfolio monitoring. Sean is actively involved in the CFA Society of Ottawa, the CAIA Canada Chapter, and he currently sits on the investment committee for the University of Ottawa Telfer Capital Fund, and the Friends of the Ottawa Public Library. Sean holds a BComm from the University of Ottawa, is a CFA Charterholder, a CAIA Charterholder, and also a Chartered Accountant
Treasurer
Ian Taylor, CFA
Ian is responsible for managing strategic and tactical asset allocation for more than $20 billion in MD portfolios, its Fund of Funds, and alternative investments. He also leads the research and analyses behind MD’s investment views. He is a graduate of the University of Guelph with a commerce degree specializing in management economics in industry and finance. Ian is a CFA Charterholder and is currently the Education Chair for the CFA Society Ottawa.
Secretary
Graham Edwards, CFA, MBA, FCSI
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For the past three years, Mr. Edwards has been working with the CFA Society Ottawa in three key areas: Membership, Mentorship and our Branding Initiative. He was instrumental in developing a successful Mentorship program that is sought after by other CFA Societies, here in Canada, and abroad. He initialized our first ever, Public Awareness and Branding campaign, with the goal of bringing awareness of the CFA designation and the benefits, to employers and the public, in hiring a CFA Charterholder. With over 25 years in the financial industry, as a senior manager, with a major investment firm, he oversaw important strategy implementation and managed over $4 billion in client assets. He holds the CFA charter designation, an MBA, from the University of Ottawa, and is a Fellow of the Canadian Securities Institute. Graham has also taught the CFA program and mentored students at the University of Ottawa.
Past President
Bernhard Eichenlaub, CFA, MA
Bernhard Eichenlaub is a Senior Risk Analyst at Export Development Canada where he is responsible for the credit risk assessment of a portfolio of companies in the infrastructure and clean technology sectors. Bernhard has 20 years of finance experience, both at the individual contributor and leadership level, including roles in quantitative credit risk and decision support modeling, technology and economics. He holds a MA in economics from Queen’s University and completed his CFA Charter in 1998. Bernhard joined the Society’s board in 2013.
EXECUTIVES
Strategic Initiatives Chair: Roxana Lund, CFA
Co-Program Chair: Dennis Trigylidas, CFA
Co-Program Chair: Fred Wang, CFA
Treasury Support: Siddarth Rajan, CFA
Education Chair: Yuriy Zabolotnyuk, Phd, CFA, FRM
Membership/Mentorship Chair/ French Langauge Ambassador: Dela Hoyi, CFA
Communications Chair: Michael Maltsev
Employer Engagement Chair : Kevin Pei
Financial Literacy Chair: Alex Bonnyman, CFA
Program and Strategic Initiatives Support: Michael Assaf
Volunteer at large: Ren Zhang
Volunteer at large: Ian Harten
Volunteer at large: Annetta Ho
Volunteer at large: Charles Abraham, CFA
Programming/Administration: Trevor Mulligan
