President & Ceo
CurrentThe CFA Society of Washington, D.C. is the leading association of investment professionals in the Washington, DC metropolitan area. The Society links its members with each other, those interested in joining the profession, and the community through many activities including professional development and networking events.I function as an association–wide resource, providing strategic management and insight to the volunteer leadership and staff. Duties include creating and managing the day-to-day operations, annual budget, staff, membership, programs and events. Also function as primary liaison between volunteer committees and the Board as well as the Society and external stakeholders.