SAN FRANCISCO--(BUSINESS WIRE)--CFA Society San Francisco elected its new Board of Directors at its recent Annual Meeting, with more than 94% voting to approve the slate.
Outgoing President Dan Brady, CFA passed the torch to Marc Lieberman, CFA, director of research for Ashfield Capital Partners at the June 19th event.
“I am honored to be the new president of the Board of Directors of CFA Society San Francisco,” Lieberman said. “Our Society has undergone numerous changes over the past few years as we centralized our operations and built a foundation that will enable us to provide improved value to our more than 3,000 members. Now that much of this operational work is done, I look forward to further enhancing our members’ experience with increasing levels of educational opportunities, member engagement and collaboration.”
“As we embark on this next phase of our transformation, I applaud the efforts of all of the presidents that have come before me,” Lieberman continued. “We would not be where we are today without their dedication and hard work.”
Elsie Fletcher, director of Client Services at Tukman Grossman Capital Management, moves into the Executive Committee as Secretary. “We are fortunate to have Elsie’s increased commitment to the Board,” Executive Director Maren Amdal, CAE said. “She has proven herself to be a strong leader on several volunteer committees.”
Lieberman added, “Elsie has worked diligently as a board member over the last three years, including her instrumental work on our Personnel Committee and in our extensive review of Society Bylaws. She is a great addition to our leadership team and I look forward to working with her over the next year.”
Matthew O’Hara, head of research and product development for the US Defined Contribution business at BlackRock, is the sole newcomer to the Board. “We are excited to welcome someone of Matt’s caliber to our Board,” Amdal said. “BlackRock is an important employer for our membership and Matt brings enthusiasm, unique ideas and new insight to the Board.”
CFA Society San Francisco’s 2013-2014 Board of Directors
Marc Lieberman, CFA, Ashfield Capital Partners, President; Stephen D. Bard, CFA, GSV Asset Management, Vice President; Stephen Perkins, CFA, Crosslink Capital, Treasurer; Elsie M. Fletcher, CFA, Tukman Grossman Capital Management, Secretary; Daniel Brady, CFA, Entropy Capital, Immediate Past President; Kandarp Acharya, CFA, Wells Fargo Wealth Management; Donald L. Davis, CFA, Santa Clara University; Mariia Eroshin, CFA, CPA, CFP, U.S. Trust - Bank of America Private Wealth Management; Chris Gillette, CFA, Barclays; Jessica Mann, CFA, Wells Capital Management; Matthew O'Hara, CFA, BlackRock; Dorian "Randy" Young, CFA, CAIA - Events Pillar Liaison; Maren Amdal, CAE, CFA San Francisco, ex officio
About CFA Society of San Francisco
With its origin dating to March 1929, the CFA Society of San Francisco is the second oldest and seventh largest of the nearly 140 societies globally that now constitute the membership arm of the prestigious CFA Institute. The Society’s 3,100 members include investment professionals employed by Bay Area banks, insurance companies, investment counselors, brokers, public agencies, universities and corporations. The job functions represented by the membership are diverse ranging from equity, fixed income and alternative investment analysts to portfolio managers, investment counselors, sales and marketing professionals and partners, principals and CEOs of their firms. It is the Society’ mission to “leads the investment profession by promoting the highest standards of ethics and professional excellence through education and fellowship.”
