A Member of the CFA Institute Global Network of Societies
Company: Financial ConsultantRole: Technology Committee
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Company: Bach Capital AdvisorsRole: Past President
Company: Bryn Mawr TrustRole: Past President
Company: Wells FargoRole: Outreach Committee Chair
Company: PNC BankRole: Governance Committee Chair
Company: BB&TRole: Programs Committee
Company: Marion Street CapitalRole: Education Committee Chair
Company: Glenmede Trust CompanyRole: Career Services Committee Chair
Company: University of DelawareRole: Membership Committee
Company: Vanguard Role: Vice President
Company: Ardenton Capital CorporationRole: Outreach Committee
Company: Presbyterian Board of PensionsRole: Past President
Company: Wealth Advisory Group, LLCRole: President
Company: PNC HawthornRole: Women's Advisory Committee
Company: FIS GroupRole: Treasurer
Company: Monadnock Capital ManagementRole: Programs Committee Chair
Company: VanguardRole: Immediate Past President
Company: Vanguard Role: Industry Outreach Chair
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.
Executive DirectorEmail: pconners@cfaphil.org
Contact
Company: Marketing CoordinatorEmail: lkong@cfaphil.org
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 creation 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 Communications 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.
