Board of Directors

Gerald Gugger, CFA - President

Gerry is Financial Consultant for Manning & Napier and has been a CFA charterholder since 2015. He joined the board in 2020, lending his more than fifteen years of expertise in investment management and financial services to support the local community of investment professionals and help CFASR become a leading resource for both seasoned professionals and those entering the field.

John Casey, CFA - Vice President

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John is Executive Director, Banker at J.P. Morgan Private Bank and has been a CFA charterholder since 2016.

Keith Smith, CFA - Programs Chair

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Keith is a Portfolio Manager at Bonhoeffer Capital Management and has been a CFA charterholder since 1998.

Matthew Kelley, CFA - Outreach Chair

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Matt is Chief Investment Officer at Cooper/Haims Advisors and has been a CFA charterholder since 2013.

Michael Masso, CFA - Treasurer

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Mike most recently was on the Pension Investments team at Eastman Kodak, and began his career as an institutional investor and allocator in Boston. Mike has been a CFA charterholder since April 2020. He joined the Board after relocating from Boston, eager to connect with fellow professionals and contribute to the society's continued growth and impact.

Matthew Torpey, CFA - Governance Chair

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Matt is a Senior Credit Analyst at Invesco Ltd. and has been a CFA charterholder since 2010.

Chris Schulitz, CFA - Research Challenge Chair

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Chris is President of Trinine Associates and has been a CFA charterholder since 2001. He joined the board of CFASR to help improve financial literacy and education.

Ivy Wan-Beltejar, CFA - Secretary, Research Challenge Associate

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Ivy is a Senior Manager at Empire Valuation Consultants and has been a CFA charterholder since 2012. Her professional interest is in valuation of privately-held companies. She became a CFASR board member to encourage other people to pursue the charter and meet like-minded individuals who are looking to further their interests in finance.

Andrea Ells, CFA - University Relations Chair

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Andrea is a Senior Financial Advisor at Cooper/Haims Advisors and has been a CFA charterholder since 2008. She joined the board primarily to help raise awareness of the CFA charter and careers in the finance industry among higher education students.

Jordan Millner, CFA - Past President, Director

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Jordan is Head of Global Equities/Portfolio Manager at Cobblestone Capital Advisors, LLC and has been a CFA charterholder since 2015. He joined the board to serve his fellow members and to help create opportunities for future members to explore the merits of the CFA program and our local society.

Charles Ruff, CFA - Director

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Charlie is Head of Investment Strategy & Communications at Cobblestone Capital Advisors, LLC and has been a CFA charterholder since 2016. He is an avid runner and enjoys working with the local society to support a thriving Rochester financial community.

Dylan Potter, CFA - Director

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Dylan is a Partner and Senior Wealth Manager at Howe & Rusling Wealth Management and has been a CFA charterholder since 2023. Through CFA Institute events, local society meetings, and professional forums, he has engaged in meaningful discussions, exchanged ideas, and broadened his understanding of markets, portfolio management, and client stewardship. Inspired by the knowledge and sense of community he’s gained through CFA Society Rochester, Dylan joined the board to give back and support the society’s mission.

Luca Zambito, CFA - Director

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Luca is a Portfolio Manager at Armbruster Capital Management and has been a CFA charterholder since 2023. He joined the board to actively advocate for the needs of local charterholders and to champion opportunities for aspiring professionals entering the finance industry. Luca is passionate about strengthening the local finance community and supporting the next generation of investment professionals.

Board Roles at a Glance

President – Leads the board, sets strategic goals, and ensures alignment with the society’s mission.
Vice President – Supports leadership, steps in during the president’s absence, and assists with long-term planning.
Treasurer – Manages finances, including the endowment, budgeting, and financial reporting.
Secretary – Maintains meeting minutes, records, and governance documents; supports internal board communication.
Programs Chair – Plans and coordinates speakers and presenters for luncheons and special events.
Outreach Chair – Fosters community and member engagement through social events and partnerships.
Governance Chair – Oversees policy compliance and alignment with CFA Institute standards; supports board structure and elections.
Research Challenge Chair – Coordinates the annual CFA Research Challenge for university students across the region.
University Relations – Builds relationships with local academic institutions and connects with student populations.
Past President – Provides institutional and experiential knowledge for the board of directors and acts as an advisory resource to the current President in their pursuit of achieving strategic objectives.
Director – Contributes insight, supports society initiatives, and lends expertise across events and programs. Plays a key role in strategic direction and community impact.

Board of Directors