Board of Directors 2018-2019

Morgan Avitabile, CFA

Company: Financial Consultant
Role: Technology Committee

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Jeremy Bach, CFA

Company: Bach Capital Advisors
Role: Past President

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James Barnes, CFA

Company: Bryn Mawr Trust
Role: Past President

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Andrew D'Amico, CFA

Company: Wells Fargo
Role: Outreach Committee Chair

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Domenic D'Ginto, CFA

Company: PNC Bank
Role: Governance Committee Chair

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Jon Fioravanti

Company: BB&T
Role: Programs Committee

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Sean Heberling, CFA

Company: Marion Street Capital
Role: Education Committee Chair

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Sean Heron, CFA

Company: Glenmede Trust Company
Role: Career Services Committee Chair

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Richard Jakotowicz, CFA

Company: University of Delaware
Role: Membership Committee

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Kenn Lamson, CFA

Company: Vanguard 
Role: Vice President

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Brian Lauzon, CFA

Company: Ardenton Capital Corporation​
Role: Outreach Committee

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Peter Maher, CFA

Company: Presbyterian Board of Pensions
Role: Past President

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Robert Norton, CFA

Company: Wealth Advisory Group, LLC
Role: President 

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Melissa Novak, CFA

Company: PNC Hawthorn
Role: Women's Advisory Committee

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Jasmine Richards, CFA

Company: FIS Group
Role: Treasurer

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David Shepherd, CFA

Company: Monadnock Capital Management
Role: Programs Committee Chair

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Jeremy Tennenbaum, CFA

Company: Vanguard
Role: Immediate Past President 

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Chris Tidmore, CFA

Company: Vanguard 
Role: Industry Outreach Chair

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Past Presidents

Since 1943, CFAP has been led by local professionals who have dedicated their time and efforts for the cause of professional excellence in investment management.

Click here to see the list of past presidents and the year of their terms.


Peter Conners

Executive Director


Lingzi (Lindsey) Kong

Company: Marketing Coordinator



Programs Committee
Governance Committee
Education Committee
Membership Committee
Marketing and Communications Committee
Professional Development Committee
Outreach Committee
Women's Advisory Committee