CFA Society Philadelphia

A Member of the CFA Institute Global Network of Societies

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 Society Leadership

 Board of Directo​​rs 2018-2019

​​Name​
Company​
Role
Morgan Avitabile, CFA​
Financial Consultant
​​
Technology​ Committee​
Jeremy Bach, CFA​
Bach Capital Advisors
Past President
James Barnes, CFA
Bryn Mawr Trust
Past President
Andrew D'Amico, CFA
The Hartford Funds​
Secretary / Outreach Committee Chair​
Domenic D'Ginto, CFA
PNC Bank
Governance Committee​ Chair​

Jon Fioravanti

BB&T

Programs Committee
Sean Heberling, CFA
Marion Street Capital​
Education Committee Chair
Sean Heron, CFA
Glenmede Trust Company
Career Services Committee Chair

​Richard Jakotowicz, CFA

​University of Delaware

Membership Committee

Kenn Lamson, CFA
Vanguard
Vice President
Brian Lauzon, CFA
Ardenton​ Capital Corporation​

Outreach Committee
Peter Maher, CFA
Presbyterian Board of Pensions
Past President
Robert Norton, CFA​​
Wealth Advisory Group, LLC
President

Melissa Novak, CFA

​PNC Hawthorn

Women's Advisory Committee
Jasmine Richards, CFA​
FIS Group
Treasurer
David Shepherd, CFA
Monadnock Capital Management
Programs Committee Chair
Jeremy Tennenbaum, CFA
Vanguard
Immediate Past President 
Chris Tidmore, CFA
Vanguard
Industry Outreach Chair​​​​


 

Committees

  • The Programs Committee delivers all of our regular programs such as the monthly Luncheon events, the annual Forecast Dinner and periodic Social Events.

 
  • The Governance Committee ensures that the board of directors governs the organization effectively through the creatio​n of governance policies and procedures; recruiting and nominating suitable board members; providing orientation and training programs for board members, and evaluating the performance of individual members and the board as a whole.

 
  • The Education Committee provides Professional Development services for members plus CFA examination guidance for candidates. professional Development in initiatives include member to member events and awareness / encouragement for the CFA Institute’s voluntary Continuing Education Program and its emphasis on lifetime learning. CFA Candidate services includes Review Classes and conducting mock examinations.

 
  • The Membership Committee is responsible for creating and maintaining member value for the Society.  It sponsors new members and encourages interested members to serve as volunteers.

 
  • The Marketing and Communica​​​​tions Committee delivers the quarterly newsletter, manages the website and maintains the Society’s public awareness.

 
  • The Professional Development Committee delivers Career Development programming plus maintains the job posting link on the website.

 
  • The Outreach Committee develops and maintains relationships with Employers (CFA awareness), Universities (Global Research Challenge and CFA awareness). High Schools (financial literacy) and CFA Institute & Local Societies (share ideas). 

 
  • The Women's Advisory Committee leads and maintains a community among financial industry women professionals in the Philadelphia region by promoting the highest standard of ethics, education and professional excellence for the benefit of CFAP members and society.​

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 About CFA Institute

CFA Institute is a global, nonprofit member organization of financial analysts, portfolio managers, and other investment professionals.