Leadership

CFA SOCIETY PHILADELPHIA BOARD OF DIRECTORS 

Executive Committee

Melissa Novak, CFA
​​​President

Leslie Theodosopoulos, CFA
Vice President

Floyd Simpson, CFA
Vice President

Sean Heberling, CFA
Immediate Past President

Brian Lauzon, CFA
Past President

Robert Norton, CFA
Past President

Michael Neely, CFA
Secretary

Richard Jakotowicz, CFA
Treasurer

Board of Directors

James Barnes, CFA

Amy Bartosh, CFA

Lara Coviello, CFA

Andrew D'Amico, CFA

David Shepherd, CFA

Elizabeth Stevko, CFA

Society Staff

Peter Conners, CAE
Executive Director

Rachel Horvath
Marketing Manager