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 2017-2019 Leadership

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PRESIDENT

Vanessa Wieliczko, CFA, CAIA, CFP​
P: 858-576-7300

E:  president@sandiego.cfasociety.org​​​



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PROGRAMS
Lawrence Speidell, CFA 
P: 858-442-1400
E: programs@sandiego.cfasociety.org 


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MEMBERSHIP
Noam Ganel, CFA
E: membership@sandiego.cfasociety.org


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EDUCATION
Carl Wiese, CFA
P: ​619-717-8008
E: education@sandiego.cfasociety.org

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SECRETARY
Greg Gleeson, CFA, CPA
P: 619-​742-1193
E:  secretary@sandiego.cfasociety.org


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TREASURER
David Cariani, CFA, CFP
P: 415-845-1016
E: treasurer@sandiego.cfasociety.org​
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PUBLIC AWARENESS
Cyrille P. Mahfoud, CFA

Epublicawareness@sandiego.cfasociety.org
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UNIV
ERSITY RELATIONS
John Humphreys, CFA
P: 270-570-3798​
E: universityrelations@sandiego.cfasociety.org


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ADVOCACY
Amar Shah, CFA, CFP
E: advocacy@sandiego.cfasociety.org


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PAST PRESIDENT
Lu Yu, CFA, CIPM
P: 619-652-5145

E: director@sandiego.cfasociety.org
 

 Volunteering

​​Our San Diego investment community thrives through the commitment of our valued volunteers. Looking to give back? We have a wide variety of opportunities with varying levels of time commitment throughout the year.
  
To apply, fill out the Volunteer Application here

Questions? Contact our Managing Director here​. ​


 Past Presidents

Jeffrey LaBerge, CFA, CFP, 2015-2017
Lu Yu, CFA 2013-2015
Jeffrey Witt, CFA 2012-2013
Thomas R. Williams, CFA 2011-2012
Leandro Festino, CFA 2010-2011
Machel L. Allen, CFA 2008-2010
John W. Cuthbertson, CFA 2007-2008
Frederick V. Brooks Jr., CFA 2006-2007 
Tom W. Siegel, CFA 2005-2006
Marc Alton Doss, CFA 2004-2005
Alana C. Asmussen, CFA 2003-2004
Frank T. Coughlin, CFA 2002-2003
Stefan Meierhofer, CFA 2001-2002
Steven L. Re, CFA 2000-2001
Charles E. Foster II, CFA 1999-2000
Arthur E. Molloy, CFA 1998-1999
Daniel J. Reed, CFA 1997-1998
Keith W. Colestock, CFA 1996-1997
John G. Wells, CFA 1995-1996
Michael G. Willoughby, CFA 1994-1995
Peter F. Way, CFA 1993-1994
Tim B. Knepp, CFA 1992-1993
Linda C. Gibson 1991-1992
Michael R. Whitehurst, CFA 1990-1991
Brian P. Brinig 1989-1990
Irving Katz 1988-1989
William M. Aul 1987-1988
Thomas E. Berghage 1986-1987
Osborn L. Hurston 1985-1986
Elizabeth S. Hennigar 1984-1985
Hubert Michael Collins 1983-1984
John D. Messner 1982-1983
Donn R. Pitzer 1981-1982
E. Douglas Dawson 1980-1981
Thomas H. Clutinger 1979-1980
Ronald H. Kendrick, CFA 1978-1979
Patricia W. Phillips 1977-1978
Charles G. King, CFA 1976-1977
Edward O. Nay III 1975-1976
Donald R. Foster 1974-1975
Michael W. Cunningham, CFA 1973-1974
Dale A. Nelson 1972-1973
Karl E. Verhoye 1971-1972
David L. Hoffland 1970-1971
Walter R. Hensey III 1969-1970
Warren Currier III 1968-1969
Glenn Earl Zick 1967-1968
John P. O'Brien 1966-1967
Robert M. McCuen 1965-1966
Herbert Fredman 1964-1965
A. Richard Stern 1963-1964
William G. Maas 1962-1963​