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Officers


James Barnes, CFA

Company: Bryn Mawr Trust
Role: Treasurer

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Andrew D'Amico, CFA

Company: Wells Fargo
Role: Vice President

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Sean Heberling, CFA

Company: Marion Street Capital
Role: Vice President

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Brian Lauzon, CFA

Company: Ardenton Capital Corporation​
Role: President

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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: Immediate Past President 

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Melissa Novak, CFA

Company: PNC Hawthorn
Role: Secretary

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Jeremy Tennenbaum, CFA

Company: Vanguard
Role: Past President 

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Directors


Morgan Avitabile, CFA

Company: Financial Consultant

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Domenic D'Ginto, CFA

Company: PNC Bank

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Jon Fioravanti

Company: BB&T

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Sean Heron, CFA

Company: Glenmede Trust Company

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Richard Jakotowicz, CFA

Company: University of Delaware

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Kenn Lamson, CFA

Company: Vanguard 

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Floyd Simpson, CFA

Company: FIS Group

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David Shepherd, CFA

Company: Monadnock Capital Management

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Chris Tidmore, CFA

Company: Vanguard 

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Leslie Theodosopoulos, CFA

Company: Vanguard

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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.





Staff


Peter Conners

Executive Director
Email: pconners@cfaphil.org

Contact

Lingzi (Lindsey) Kong

Marketing Coordinator
Email: lkong@cfaphil.org

Contact





Committees

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


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