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CFA Society Stamford ORIGINAL FOUNDERS

In 1994, 3 investment executives met together to discuss a formation of an investment society for the Fairfield County, Connecticut area. The closest societies, New York City and Hartford, were too distant. Because of their vision, they founded the Stamford Chapter of the Hartford Society of Financial Analysts.

The Stamford Chapter was officially founded in May, 1995. Allen Lovejoy, CFA, (the primary co-founder) became its first President. The Chapter only had 15 members at that time. Since 1995, the Chapter has experienced substantial growth. Because of the large numbers of investment personnel located in Fairfield County, the Chapter became one of the fastest growing units of all the AIMR Societies. During this time, expanded opportunities were offered in the Education and Program areas.

Jeffrey Hall, CFA, became the 2nd President. He served from 1996-1998. During this time, the Chapter was on its way to becoming a Society. In 1998, the Chapter was renamed the Stamford Society of Investment Analysts and admitted into AIMR as a separate independent Society. Ralph Lim, CFA, became the first President of the new Society and the 3rd President of the Stamford unit. The chapter was renamed again in 2004 to Stamford CFA Society, and again in 2013 to CFA Society Stamford.

Today, CFA Society Stamford has a diverse professional membership and continues to grow rapidly. Its CFA review courses are popular with investment professionals. Program offerings have included outstanding practitioners and are highly topical.

The success of CFA Society Stamford is a lasting tribute to the vision of its co-founders; Allen Lovejoy, Jeffrey Hall and James Kitler.  CFA Society Stamford currently has over 200 members and meets monthly September through June.

2014-2015:

President: David Chow, CFA
Vice President and Membership Chair: Brian Binkley, CFA
Vice President and Programs Chair: Amy Zhang, CFA
Secretary and Programs Co-Chair: Danielle Salters, CFA
Treasurer and Education Chair: Lizzie Ling, CFA
Auditor: Deepali Ray, CFA
Advocacy and University Relations Chair: Safia Mehta, CFA
Corporate Outreach Chair: Aubrey Foerster, CFA
Corporate Outreach Co-Chair and Forecast Dinner Chair: Michael Kiernan, CFA
Past President/ Information Technology Chair: Marc Ira, CFA

2013-2014:

President: David H. Chow, CFA
Vice President, Program Chair: Lizzie Ling, CFA
Vice President, Education Chair: Safia Mehta, CFA, CA
Secretary: Brian Binkley, CFA
Treasurer: Zack Gilroy, CFA, CPA
Auditor/Assistant Treasurer: Deepali Ray, CFA
Program Co-Chair: Amy Y. Zhang, CFA
Information Technology Chair: Marc Ira, CFA
Advocacy/Corporate Outreach Committee Chair: Safia Mehta, CFA, CA
Membership Chair: Steve Lancin, CFA
University Relations Committee Chair: Safia Mehta, CFA, CA
Corporate Sponsorship: Lizzie Ling, CFA
Past President: Amit G. Chokshi, CFA

2012-2013:

President: Amit G. Chokshi, CFA
Vice President, Program Chair: Amy Y. Zhang, CFA
Vice President, Education Chair: Lizzie Ling, CFA
Secretary: Chow, David H.
Treasurer: Saxena, Avneesh
Auditor/Assistant Treasurer: Ray, Deepali
Program Co-Chair: Effy Washnock, CFA
Information Technology Chair: Wang, Harry
Auditor /Assistant Treasurer: Zack Gilroy, CFA, CPA
Advocacy/Corporate Outreach Committee Chair: Safia Mehta, CFA, CA
Membership Chair: Steve Lancin, CFA
University Relations Committee Chair: Andrew Kempler, CFA
Corporate Sponsorship: Chris Tormey
Information Technology Chair: Harry Wang, PhD
Past President: Marc B. Ira, CFA

2011-2012:

President: Ira, Mario Carlos
Vice President, Program Chair: Mehta, Safia
Vice President, Education Chair: Ling, Lizzie
Secretary: Chow, David H.
Treasurer: Saxena, Avneesh
Auditor/Assistant Treasurer: Ray, Deepali
Corporate Outreach Committee Chair: Mula, Steven
Information Technology Chair: Wang, Harry
Membership Chair: Chokshi, Amit G.
University Relations Committee Chair: Zhang, Amy Y.
Past President: Connolly, Valerie H.
Administrator : Helen C. Marshall

2010-2011:

President: Robertson, Yijing
Vice President, Program Chair: Mehta, Safia
Vice President, Education Chair: Ling, Lizzie
Secretary: Chow, David H.
Treasurer: Saxena, Avneesh
Auditor/Assistant Treasurer: Ray, Deepali
Corporate Outreach Committee Chair: Mula, Steven
Information Technology Chair: Wang, Harry
Membership Chair: Chokshi, Amit G.
University Relations Committee Chair: Zhang, Amy Y.
Past President: Robertson, Yijing
Past President: Connolly, Valerie H.

2009-2010:

President: Ira, Mario Carlos
Vice President: Krupa, Douglas
Vice President: Robertson, Yijing
Secretary: Moriarty, David
Treasurer: Ling, Lizzie
Treasurer: Soni, Chirag
Treasurer: Ling, Lizzie
Past Presidents: Connolly, Valerie
Past Presidents: Portugal, Jorge
Staffed Office: Marshall, Helen
Program: Robertson, Yijing
Employer Outreach: Krupa, Douglas
Volunteer: Prabhu, Anuradha
Membership: Chokshi, Amit
Education: Sacco, Michele
Public Awareness: Franco, Julio
Career Development: Mehta, Safia
University Liaison: Dineen, Michael
University Liaison: Binkley, Brian

2008-2009:

President: Connolly, Valerie
Vice President: Ira, Mario Carlos
Vice President: Robertson, Yijing
Secretary: Chokshi, Amit
Treasurer: Soni, Chirag
Auditing & Accounting: Prabhu, Anuradha
Staffed Office: Marshall, Helen
University Liaison: Dineen, Michael
Cfa Liaison: Binkley, Brian
Volunteer: Dougherty, Brett
Volunteer: Portugal, Jorge
Career Development: Robertson, Yijing
Cfa Courses: Sacco, Michele
CFA Institute Liaison: Prabhu, Anuradha
Continuing Education: Sacco, Michele
Corporate Relations: Robertson, Yijing
Job Placement: Robertson, Yijing
Membership: Krupa, Douglas
Program: Ira, Mario Carlos
Public Awareness: Franco, Julio
Scholarship: Sacco, Michele

2007-2008:

President: Portugal, Jorge
Vice President: Connolly, Valerie
Vice President: Ira, Mario Carlos
Secretary: Ray, Deepali
Secretary: Hu, Bo
Treasurer: Robertson, Yijing
Past Presidents: Dougherty, Brett
Past Presidents: Riahi, Daphne
Private Wealth Management: Tanner, Stephen
Staffed Office: Marshall, Helen
Strategic Planning: Ganesh, TS
Technology: Ira, Mario Carlos
Staffed Office: Buning, Len
Cfa Courses: Bonne, Jack
Cfa Liaison: Weir, Deborah
Continuing Education: Bonne, Jack
Corporate Relations: Hryb, Gregory
Executive Administrator: Marshall, Helen
Membership: Baldauf, Kevin
Program: Connolly, Valerie
Public Awareness: Ira, Mario Carlos
Scholarship: Bonne, Jack
Chair: Portugal, Jorge
Board Of Directors: Franco, Julio

2006-2007:

President: Dougherty, Brett
Vice President: Ira, Mario Carlos
Vice President: Tutlis, Seth
Secretary: Ray, Deepali
Treasurer: Robertson, Yijing
Staffed Office: Marshall, Helen
Strategic Planning: Dougherty, Brett
Technology: Ira, Mario Carlos
Treasurer: Ganesh, TS
University Liaison: Elahi, Aseem
Volunteer: Riahi, Daphne
Social Programs: Freitag, Martha
Advocacy: Riahi, Daphne
Career Development: Ira, Mario Carlos
Cfa Courses: Elahi, Aseem
CFA Institute Liaison: Weir, Deborah
Education: Tutlis, Seth
Job Placement: Ira, Mario Carlos
Membership: Connolly, Valerie
Program: Tutlis, Seth
Public Awareness: Ira, Mario Carlos
Scholarship: Elahi, Aseem

2005-2006:

President: Riahi, Daphne
Vice President: Dougherty, Brett
Vice President: Giglio, Cynthia
Secretary: Connolly, Valerie
Treasurer: Briggs, Hollie
Advocacy: Riahi, Daphne
Career Development: Ira, Mario Carlos
Cfa Courses: Dougherty, Brett
CFA Institute Liaison: Weir, Deborah
Continuing Education: Dougherty, Brett
Job Placement: Ira, Mario Carlos
Membership: Potter, Sara
Staffed Office: Marshall, Helen
Technology: Ira, Mario Carlos
Volunteer: Riahi, Daphne
Program: Giglio, Cynthia
Public Awareness: Ira, Mario Carlos
Scholarship: Dougherty, Brett

2004-2005:

President: Hryb, Gregory
Vice President: Dougherty, Brett
Vice President: Riahi, Daphne
Secretary: Connolly, Valerie
Treasurer: Dhond, Manoj
Strategic Planning: Giglio, Cynthia
Public Awareness: Wendler, Steven
Staffed Office: Marshall, Helen
Staffed Office: Marshall, Helen
Cfa Courses: Dougherty, Brett
Continuing Education: Dougherty, Brett
Membership: Baker, Charles
Program: Riahi, Daphne
Public Awareness: Ira, Mario Carlos
Public Awareness: Tutlis, Seth
Scholarship: Dougherty, Brett

2003-2004:

President: Portugal, Jorge
Vice President: Dyra, Gregory
Vice President: Hryb, Gregory
Secretary: Giglio, Cynthia
Treasurer: Lang, Ian
Strategic Planning: Schumacher, Bernard
University Liaison: Dougherty, Brett
Cfa Courses: Dyra, Gregory
Continuing Education: Dyra, Gregory
Membership: Riahi, Daphne
Past Presidents: Lovejoy, Allen
Past Presidents: Weir, Deborah
Program: Hryb, Gregory
Public Awareness: Dougherty, Brett
Scholarship: Dyra, Gregory
Society Mailing Recipient: Riahi, Daphne
Treasurer Mailing Recipient: Marshall, Helen

2002-2003:

President: Weir, Deborah
Vice President: Portugal, Jorge
Vice President: Schumacher, Bernard
Secretary: Riahi, Daphne
Treasurer: Dyra, Gregory
Education: Schumacher, Bernard
Membership: Fulljames, Richard
Past Presidents: Lovejoy, Allen
Program: Dougherty, Brett
Program: Portugal, Jorge
Public Awareness: Riahi, Daphne

2001-2002:

President: Lovejoy, Allen
Vice President: Portugal, Jorge
Vice President: Weir, Deborah
Secretary: Schumacher, Bernard
Treasurer: Wallach, Jason
Strategic Planning: Lovejoy, Allen
Technology: Cesare, Kimberly
University Liaison: Portugal, Jorge
Cfa Courses: Lim, Ralph
Continuing Education: Portugal, Jorge
Membership: Bean, Jeremy
Past Presidents: Wallach, Jason
Program: Weir, Deborah
Public Awareness: Baker, Charles

2000-2001:

President: Wallach, Jason
Vice President: Cesare, Kimberly
Vice President: Putnam, Susan
Secretary: Pino, Robert
Treasurer: Loc, Patrick
Continuing Education: Putnam, Susan
Job Placement: Pino, Robert
Technology: Wallach, Jason
Membership: Bicici, Gonul
Program: Weir, Deborah

1999-2000:

President: Kitler, James
Vice President: Cesare, Kimberly
Vice President: Putnam, Susan
Secretary: Bicici, Gonul
Treasurer: Cesare, Kimberly
Program: Lim, Ralph
Advocacy: Hall, Jeffrey
Career Development: Pino, Robert
Cfa Courses: Putnam, Susan
Technology: Bicici, Gonul
University Liaison: Lim, Ralph
CFA Institute Liaison: Lim, Ralph
Continuing Education: Putnam, Susan
Job Placement: Pino, Robert
Membership: Bicici, Gonul
Program: Wallach, Jason
Public Awareness: Hill, Stephen
Scholarship: Lim, Ralph
Volunteer: Lim, Ralph

1998-1999:

President: Lim, Ralph
Vice President: Grasic, Igor
Vice President: Putnam, Susan
Secretary: Kitler, James
Treasurer: Cesare, Kimberly
Technology: Kitler, James
University Liaison: Lim, Ralph
Strategic Planning: Lovejoy, Allen
Membership: Putnam, Susan
Public Relations: Hill, Stephen
Society Board: Putnam, Susan
Advocacy: Hall, Jeffrey
Cfa Courses: Senesac, John
Continuing Education: Grasic, Igor
Job Placement: Hall, Jeffrey
Membership: Putnam, Susan
Program: Grasic, Igor
Public Awareness: Hill, Stephen
Scholarship: Senesac, John

1997-1998:

President: Hall, Jeffrey
Vice President: Lim, Ralph
Secretary: Kitler, James
Treasurer: Brundage, Laurence
CFA Institute Liaison: Hall, Jeffrey
Advocacy: Lovejoy, Allen
Education: Lim, Ralph
Job Placement: Hall, Jeffrey
Membership: Hill, Stephen
Program: Lovejoy, Allen

1996-1997:

President: Hall, Jeffrey
Vice President: Lovejoy, Allen
Secretary/treasurer: Brundage, Laurence
CFA Institute Liaison: Lovejoy, Allen
Education: Lim, Ralph
Membership: Hill, Stephen
Program: Lovejoy, Allen

1995-1996:

President: Lovejoy, Allen
Vice President: Gauthier, John
Secretary/treasurer: Brundage, Laurence
Education: Hall, Jeffrey
Membership: Kitler, James
Program: Gauthier, John