Leadership

CFA SOCIETY PHILADELPHIA BOARD OF DIRECTORS 

Executive Committee

Rich Jakotowicz, CFA    
President

Lara Coviello, CFA  
Vice President

Leslie Theodosopoulos, CFA
Vice President

Floyd Simpson, CFA
Immediate Past President

Sean Heberling
Past President

Brian Lauzon, CFA
Past President

Melissa Novak
Past President

Robert Norton, CFA
Past President

Michael Neely, CFA
Treasurer 

Bill Hagan, CFA
Secretary

Board of Directors

Andrew D'Amico, CFA

Aaron Fillbeck, CFA

Beth Stone, CFA

Society Staff

Peter Conners, CAE
Executive Director

Rachel Horvath
Marketing Manager