Leadership

2023-2024 Board

OFFICERS

President
Wendell Licon, CFA
Email Wendell 

Treasurer
Matt White, CFA
Email Matt

 

 

Vice President
William Lee, CFA
Email William 

Secretary
Bart Miller, CFA
Email 
Bart

 

BOARD OF DIRECTORS

L. Wendell Licon, CFA 

William Lee, CFA

Matthew J. White, CFA

Bart G. Miller, CFA

Jeff Ellmaurer, CFA 

Ben Nyarko, CFA

Srividya Subramanyam, CFA 

Amanda Zakharov, CFA

Andrea Patterson, CFA

Natalie Drotar, CFA

Evan Nuttall, CFA

Christopher J. Dennis, CFA

Bret Stein, CFA

COMMITTEE CHAIRS

Programming:

Evan Nuttall, CFA 

 

Membership:

Andrea Patterson, CFA

 

Education & Candidate Support:

Natalie Drotar, CFA

 

Education & Scholarships:​

Ben Nyarko, CFA

 

Advocacy:

Srividya Subramanyam, CFA 

 

Technology & Social Media:

Tyler Drust, CFA

 

Social & Program Support:

Jeff Ellmaurer, CFA

 

Global Research Challenge:

Amanda Zakharov, CFA 

 

PAST PRESIDENTS

Eugene F. Tompane   1959-1960

Grace Y. K. Lau, CFA 1990-1991

Theo A. Rehm   1960-1961

Jerry E. White, CFA   1992-1993

Charles E. James   1961-1962

Arthur M. Budolfson, CFA 1993-1994​

John W. Stephens   1962-1963

Daniel D. Diethelm, CFA 1994-1995

George F. German Jr.   1963-1964

Keith Wibel, CFA 1995-1996

Joseph E. Refsnes   1964-1965

Robert L. Hawley, CFA 1996-1997

B. Paul Jones, CFA   1965-1966

Susan Filson, CFA 1997-1998

John R. Aaker   1966-1967

Eric L. Nelson III   1998-1999

Robert G. Nelson   1967-1968

David J. Winter, CFA 1999-2000​

Robert L. Forsberg   1968-1969

Michael S. Bolar, CFA 2000-2001​

Robert L. Forsberg   1969-1970

Richard T. Walsh, CFA 2001-2002

Lyle D. Wurtz   1970-1971

Charles E. LeMieux, CFA 2002-2003

Somers H. White   1971-1972

Paul H.D. Matson, CFA 2003-2004​

Walton P. Walker   1972-1973

​Louise M. Goudy, CFA 2004-2005

Richard A. Steuk, CFA   1973-1974

David S. Schumacher, CFA 2005-2006​

Lea Morrison   1974-1975

Christopher E. Orkild, CFA 2006-2007

Max A. Millett   1975-1976

Robert Boschee, CFA 2007-2008

Alan C. Richardson   1976-1977

Peter Eickelberg, CFA 2008-2009

James N. von Germeten, CFA   1977-1978

Jeffrey A. Kravetz, CFA 2009-2010

Murray F. Wilson   1978-1979

Christopher L. Schaefer, CFA 2010-2011

William Thomson Quinsler   1979-1980

Thomas Tenney, CFA 2011-2012

R. Lynn Yturri   1979-1980

Cameron A. Black, CFA 2012-2014

Thomas W. Zoellner   1980-1981

Nathan F. Erickson, CFA 2014-2015

Bruce R. Brown   1981-1982

Cody R. Amis, CFA 2015-2016

Jeffrey P. Wright, CFA   1982-1983

Brian N. Jackson, CFA 2016-2017

Ralph W. Riecker   1983-1984

Charles A. Bruening, III, CFA 2017-2018

Linda H. Taufen, CFA 1984-1985

Jack L. Biggs, Jr., CFA 2018-2019

Richard B. Zoller, CFA 1985-1986

John Carter, CFA 2019-2020

Alan A. Elkins, CFA 1986-1987

Bret Stein, CFA 2020-2022

Michael S. Wente, CFA 1987-1988 

CJ Dennis, CFA 2022-2023

Barbara S. Walchli, CFA 1988-1989

Stanley E. Rulapaugh, CFA 1989-1990

 

Interested in Volunteering? 

Please reach out to CFA Society Phoenix for more information. 

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