CFA Society Virginia

A Member of the CFA Institute Global Network of Societies

 Leadership


 

Society Officers & Board

 

President
Cheryl Page
Caprin Asset Management​

Vice President-Programming Chair
Cory Bunting
VCU School of Business Foundation

Treasurer
Farley Shiner
Sterling Capital Management LLC

Membership Chair
Dan Powell
Wilbanks, Smith & Thomas Asset Management​


 

At Large
Past President
Matt Johnson
Raymond James

Past President
James Borges
​​Guildford Securities​

Past President
Farley Shiner
Sterling Capital Management LLC

Past President
Richard Ware
Chesapeake Investment Group

Past President
Chip Wittmann
Sterling Capital Management LLC

At Large
Jay Jordan
Heritage Wealth Advisors

At Large
Adam Grossman
Riverfront Investment Group



 

Committee Chairs

 

Secretary
Julian Hillery
Davenport


IRC Chair
Brent Morse
Morse Capital Partners

Forecast Dinner Chair
Ken Shepard
US Trust​


Education Chair

Dan Powell
Wilbanks, Smith & Thomas Asset Managemen​t

Technology Chair
Tom Neuhaus
Investment Management of Virginia

 About CFA Institute

CFA Institute is a global, nonprofit member organization of financial analysts, portfolio managers, and other investment professionals.