Leadership

2026-2027 Board

OFFICERS

President
Evan Nuttall, CFA
Email Evan

Treasurer
Natalie Drotar, CFA
Email Natalie

 

 

Vice President
Srividya Subramanyam, CFA
Email Srividya

Secretary
Justin Bobus, CFA
Email Justin

 

BOARD OF DIRECTORS

Evan Nuttall, CFA

Srividya Subramanyam, CFA

Natalie Drotar, CFA

Caroline Chiodo, CFA

Justin Bobus, CFA

Jen Garcia, CFA

Carl Mariner, CFA

Chris Franta, CFA

Alfredo Fragoso, CFA

Bart Miller, CFA

Jordan Blevins, CFA

Carol Romney, CFA

Matthew J. White, CFA

William Lee, CFA

Wendell Licon, CFA

CJ Dennis, CFA

COMMITTEE CHAIRS

Programming:

Jen Garcia, CFA

Carl Mariner, CFA

Membership:

Chris Franta, CFA

Education & Candidate Support:

Carol Romney, CFA 

Global Research Challenge:​

Caroline Chiodo, CFA

Jordan Blevins, CFA

Advocacy:

Bart Miller, CFA

Technology:

Alfredo Fragoso, CFA

 

PAST PRESIDENTS

Eugene F. Tompane   1959-1960

Jerry E. White, CFA   1992-1993

Theo A. Rehm   1960-1961

Arthur M. Budolfson, CFA 1993-1994​

Charles E. James   1961-1962

Daniel D. Diethelm, CFA 1994-1995

John W. Stephens   1962-1963

Keith Wibel, CFA 1995-1996

George F. German Jr.   1963-1964

Robert L. Hawley, CFA 1996-1997

Joseph E. Refsnes   1964-1965

Susan Filson, CFA 1997-1998

B. Paul Jones, CFA   1965-1966

Eric L. Nelson III   1998-1999

John R. Aaker   1966-1967

David J. Winter, CFA 1999-2000​

Robert G. Nelson   1967-1968

Michael S. Bolar, CFA 2000-2001​

Robert L. Forsberg   1968-1969

Richard T. Walsh, CFA 2001-2002

Robert L. Forsberg   1969-1970

Charles E. LeMieux, CFA 2002-2003

Lyle D. Wurtz   1970-1971

Paul H.D. Matson, CFA 2003-2004​

Somers H. White   1971-1972

​Louise M. Goudy, CFA 2004-2005

Walton P. Walker   1972-1973

David S. Schumacher, CFA 2005-2006​

Richard A. Steuk, CFA   1973-1974

Christopher E. Orkild, CFA 2006-2007

Lea Morrison   1974-1975

Robert Boschee, CFA 2007-2008

Max A. Millett   1975-1976

Peter Eickelberg, CFA 2008-2009

Alan C. Richardson   1976-1977

Jeffrey A. Kravetz, CFA 2009-2010

James N. von Germeten, CFA   1977-1978

Christopher L. Schaefer, CFA 2010-2011

Murray F. Wilson   1978-1979

Thomas Tenney, CFA 2011-2012

William Thomson Quinsler   1979-1980

Cameron A. Black, CFA 2012-2014

R. Lynn Yturri   1979-1980

Nathan F. Erickson, CFA 2014-2015

Thomas W. Zoellner   1980-1981

Cody R. Amis, CFA 2015-2016

Bruce R. Brown   1981-1982

Brian N. Jackson, CFA 2016-2017

Jeffrey P. Wright, CFA   1982-1983

Charles A. Bruening, III, CFA 2017-2018

Ralph W. Riecker   1983-1984

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

Linda H. Taufen, CFA 1984-1985

John Carter, CFA 2019-2020

Richard B. Zoller, CFA 1985-1986

Bret Stein, CFA 2020-2022

Alan A. Elkins, CFA 1986-1987

CJ Dennis, CFA 2022-2023

Michael S. Wente, CFA 1987-1988 

Wendell Licon, CFA 2023-2024

Barbara S. Walchli, CFA 1988-1989

William Lee, CFA 2024-2025

Stanley E. Rulapaugh, CFA 1989-1990

Matthew White, CFA 2025-2026

Grace Y. K. Lau, CFA 1990-1991

Interested in Volunteering? 

Please reach out to CFA Society Phoenix for more information. 

Email Us