Leadership

CFA SOCIETY PHILADELPHIA BOARD OF DIRECTORS 

Executive Committee

Melissa Novak

Melissa Novak, CFA
​​​President

Leslie Theodosopoulos

Leslie Theodosopoulos, CFA
Vice President

Floyd Simpson

Floyd Simpson, CFA
Vice President

Sean Heberling

Sean Heberling, CFA
Immediate Past President

Brian Lauzon

Brian Lauzon, CFA
Past President

Roberto Norton

Robert Norton, CFA
Past President

Michael Neely

Michael Neely, CFA
Secretary

Richard Jakotowicz

Richard Jakotowicz, CFA
Treasurer

Board of Directors

James Barnes

James Barnes, CFA

Amy Bartosh

Amy Bartosh, CFA

Lara Coviello

Lara Coviello, CFA

Andrew D'Amico

Andrew D'Amico, CFA

David Shepherd

David Shepherd, CFA

Elizabeth Stevko

Elizabeth Stevko, CFA

Society Staff

Peter Conners

Peter Conners, CAE
Executive Director

Rachel Horvath

Rachel Horvath
Marketing Manager