Leadership

Directors

Christopher Fetes, CFA

President

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Bruce Robb

Vice President

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Liang "Bella" Zhong, CFA, CPA, PMP

Treasurer

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Lisa Marsden, IACCP

Advocacy Chair

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Melissa Masterson-Kellenberger, CFA

Past President

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Corry Walsh, CFA

Education Chair

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Mark Heneghan, CFA

Secretary

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Wayne Pettway, CFA

Public Awareness Chair

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Freddie Smithson, CFA, CPA

Education - Career Chair

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Joy Wilkinson, CFA, FRM

Membership Chair

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Staff

Ursula S. Auger, CFA, CFP®

Society Executive Director and Past President

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Dara Connelly

Society Relations Manager

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Society Leader?

​​​Please email a completed application to [email protected]​ if interested in serving as a director for CFA Society South Florida's board. ​Only regular and regular retired members are eligible. ​Members with past volunteer service preferred.​​

Past Presidents

Christopher Fetes, CFA 2023-2024
Melissa Masterson-Kellenberger, CFA 2022-2023
Melissa Masterson-Kellenberger, CFA 2021-2022
​Tisha L. Turner, CFA ​2020-2021
​Tisha L. Turner, CFA ​2019-2020
Christina L. Worley​, CFA ​2018-2019
Christina L. Worley​, CFA ​2017-2018
Ursula S. Auger, CFA ​​2016-2017
Ursula S. Auger, CFA 2015-2016
Raymond Galkowski, CFA 2014-2015​
John Rice, CFA 2013-2014
Terry Weissberg, CFA 2012-2013
James B. Murphy III, CFA 2011-2012
Gregory Reynolds, CFA 2010-2011
Gregory Reynolds, CFA 2009-2010
Anthony Lourido, CFA 2008-2009
Philip J. Keating, CFA 2007-2008
Philip J. Keating, CFA 2006-2007
Gerard J. Lachnicht, CFA 2005-2006
Anthony Lourido, CFA 2004-2005
Anthony Lourido, CFA 2003-2004
Joel T. Harper, CFA 2002-2003
Bryan E. Dooley, CFA    2001-2002
William G. Welch II    2000-2001
Ramona C. Zapper    1999-2000
Ramona C. Zapper    1988-1999
Sutton Michael S., CFA 1997-1998
Karina Fabi, CFA    1996-1997
Leslie A. Ferris    1995-1996
Barbara J. Trebbi, CFA    1994-1995
Michael J. Crowley, CFA 1993-1994
Philip J. Keating, CFA 1992-1993
Susan G. Joyalle    1991-1992
Robert D. Harvey, CFA   1990-1991
James R. Grinney, CFA   1989-1990
W. David Dary, CFA    1988-1989
Ralph E. Macey, CFA    1987-1988
John R. George, CFA   1986-1987
Jay L. Owen 1985-1986
Peter V. Van Beuren    1984-1985
M. Eileen McCarthy 1983-1984
Dennis H. Ferro, CFA    1982-1983
Patricia L. Jay   1981-1982
Speros G. Drelles, CFA   1980-1981
Godfrey M. Birckhead    1979-1980
Arnold M. Ganz   1978-1979
Thomas L. Hansberger, CFA   1977-1978
Thor W. Bruce    1976-1977
H. Kent Mergler, CFA 1975-1976
Robert E. Busbey   1974-1975
William W. Upton   1973-1974
Clement L. Hofmann 1972-1973