CFA Society Phoenix

A Member of the CFA Institute Global Network of Societies

​​

 2017 - 2018 Society Roster

OFFICERS

President
Charles A. Bruening III, CFA
Email Chad
Treasurer
Michael Louis Schoppet, CFA, CIPM
Email Michael
   
Vice President
Jack L. Biggs, Jr., CFA
Email Jack
Secretary
John Carter, CFA
Email John
 

BOARD OF DIRECTORS

Cody R. Amis, CFA
Jack Biggs, Jr., CFA
Cameron A. Black, CFA
Charles A. Bruenning, III, CFA
John Carter, CFA
Nathan F. Erickson, CFA
Matthew J. Haertzen, CFA
Brian N. Jackson, CFA
William Lee, CFA
L. Wendell Licon, CFA
Michael Louis Schoppet, CFA, CIPM
Breton Stein, CFA
Jeremy B. Preiss , CFA
Christopher J. Dennis, CFA 

 

COMMITTEE CHAIRS

Membership:
William Lee, CFA
Programming:
Breton Stein, CFA
 
Education Co-Chairs:
L. Wendell Licon, CFA
Matthew J. Haertzen, CFA
 
Technology:
Jeremy B.Preiss, CFA
 
Advocacy:
Christopher J. Dennis, CFA 


PAST PRESIDENTS
 
Eugene F. Tompane   1959-1960 Alan A. Elkins, CFA 1986-1987
Theo A. Rehm   1960-1961 Michael S. Wente, CFA 1987-1988
Charles E. James   1961-1962 Barbara S. Walchli, CFA 1988-1989
John W. Stephens   1962-1963 Stanley E. Rulapaugh, CFA 1989-1990
George F. German Jr.   1963-1964 Grace Y. K. Lau, CFA 1990-1991
Joseph E. Refsnes   1964-1965 Jerry E. White, CFA   1992-1993
B. Paul Jones, CFA   1965-1966 Arthur M. Budolfson, CFA 1993-1994
John R. Aaker   1966-1967 Daniel D. Diethelm, CFA 1994-1995
Robert G. Nelson   1967-1968 Keith Wibel, CFA 1995-1996
Robert L. Forsberg   1968-1969 Robert L. Hawley, CFA 1996-1997
Robert L. Forsberg   1969-1970 Susan Filson, CFA 1997-1998
Lyle D. Wurtz   1970-1971 Eric L. Nelson III   1998-1999
Somers H. White   1971-1972 David J. Winter, CFA 1999-2000
Walton P. Walker   1972-1973 Michael S. Bolar, CFA 2000-2001
Richard A. Steuk, CFA   1973-1974 Richard T. Walsh, CFA 2001-2002
Lea Morrison   1974-1975 Charles E. LeMieux, CFA 2002-2003
Max A. Millett   1975-1976 Paul H.D. Matson, CFA 2003-2004
Alan C. Richardson   1976-1977 Louise M. Goudy, CFA 2004-2005
James N. von Germeten, CFA   1977-1978 David S. Schumacher, CFA 2005-2006
Murray F. Wilson   1978-1979 Christopher E. Orkild, CFA 2006-2007
William Thomson Quinsler   1979-1980 Robert Boschee, CFA 2007-2008
R. Lynn Yturri   1979-1980 Peter Eickelberg, CFA 2008-2009
Thomas W. Zoellner   1980-1981 Jeffrey A. Kravetz, CFA 2009-2010
Bruce R. Brown   1981-1982 Christopher L. Schaefer, CFA 2010-2011
Jeffrey P. Wright, CFA   1982-1983 Thomas Tenney, CFA 2011-2012
Ralph W. Riecker   1983-1984 Cameron A. Black, CFA 2012-2014

Linda H. Taufen, CFA 1984-1985

Richard B. Zoller, CFA 1985-1986

Nathan F. Erickson, CFA 2014-2015

Cody R. Amis, CFA 2015-2016

Brian N. Jackson, CFA 2016-2017

 

 About CFA Institute

CFA Institute is a global, nonprofit member organization of financial analysts, portfolio managers, and other investment professionals.

 ‭(Hidden)‬ Google Tracker