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 Society Leadership

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

  

     
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​

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

 Past Society Presidents

 

​Bernhard Eichenlaub, CFA, MA2015-2016​

​Paul Baron CFA​2014-2015
​Rebecca Tam, CFA​2013-2014

Trevor Carson, CFA

2012-2013

Sacha Imbert, CFA

2011-2012

Julian M. Deschatelets, CFA

2010-2011


 

Andrew Baechler, CFA

2009-2010

Jim Steel, CFA

2008-2009

Paul Hemsing, CFA

2007-2008

Keith Thompson, CFA

2006-2007

Habib Saikali, CFA

2005-2006

John Lindsay, CFA

2003-2005

Stephen Wilhelm, CFA

2001-2003

Mark Lalonde, CFA

2000-2001

Thomas Sloan, CFA

1999-2000

Robert R. Hannah, CFA

1997-1999

Brian J.H. Cook, CFA

1996-1997

William A. Barker, CFA

1995-1996

Patrick R. Lenouvel

1994-1995

Janice M. Holzscherer, CFA

1993-1994

Michael A. Pallett

1992-1993

Nancy E.E. Kemball

1991-1992

Naomi Ridout, CFA

1990-1991

Stephen N. Watson, CFA

1989-1990

Douglas M. Cousins

1988-1989

Keith E. Butler, CFA

1987-1988

Chantal L. Murphy

1986-1987

Dleap S. Hall

1985-1986

Donald G. Campbell

1984-1985

George O. Toller

1983-1984

E. Larry Haffner

1982-1983

Kevin W. Charlebois, CFA

1981-1982

Peter J. Doherty, CFA

1980-1981

Alan V. Castledine

1979-1980

M. Lois Roscoe

1978-1979

Anthony H. Bogert

1977-1978