Leadership

CFA SOCIETY PHILADELPHIA BOARD OF DIRECTORS 

Executive Committee

Floyd Simpson, CFA
President

Leslie Theodosopoulos, CFA
Vice President

Rich Jakotowicz, CFA    
Vice President

Melissa Novak
Immediate Past President

Sean Heberling
Past President

Brian Lauzon, CFA
Past President

Robert Norton, CFA
Past President

Michael Neely, CFA
Treasurer

Lara Coviello, CFA    
Secretary

Board of Directors

Andrew D'Amico, CFA

Aaron Fillbeck, CFA

Bill Hagan, CFA

David Shepherd, CFA

Beth Stone, CFA

Society Staff

Peter Conners, CAE
Executive Director

Rachel Horvath
Marketing Manager