CFA Society Philadelphia

A Member of the CFA Institute Global Network of Societies


 Society Leadership

 Board of Directo​​rs 2016-2017

Name​ CompanyRole
Peter Maher, CFAPresbyterian Board of PensionsPresident 
Kenn Lamson, CFAThe Vanguard GroupVice President, Membership Chair
Jeremy TennenbaumThe Altman FoundationVice President, Special Events
Edward Hic key, CFAPNC Institutional Asset ManagemenTreasurer, Finance And Audit Committee Chair
Morgan Avitabile, CFAPrivate ConsultantSecretary
Maggie Creed, CFAWilmington Trust CompanyEducation Chair
Andrew D'Amico, CFAThe Hartford Funds Outreach Chair
Domenic D'Ginto, CFAPNC BankGovernance Chair
Jon FioravantiNational Penn Investors Trust Marketin g and Communications Chair
Sean Heberling, CFAMarion Street CapitalResearch Challenge Committee Chair
Lucy Momjian, CFAThe Vanguard GroupSponsorship Chair
Jasmine Richards, CFA FIS GroupWomen's Advisory Committee Chair
David Shepherd, CFA Monadnock Capital ManagementPrograms Chair; GIC Liaison
Chris Tidmore, CFAThe Vanguard Group Industry Outreach Chair
Jeremy Bach, CFABach Capital AdvisorsImmediate Past President
James Barnes, CFABryn Mawr TrustPast President
Sean Heron, CFAGlenmede Trust CompanyPrograms Committee
Robert Norton, CFAWealth Advisory Group, LLCMarketing and Communication Committee


  • 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.​



 About CFA Institute

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