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CFA Society of San Diego
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CFA Society of San Diego

 Leadership

OFFICERS

President
Leandro Festino, CFA
Phone: (760) 795-3450
Fax: (760) 795-3445
Email:
President@cfassd.org

 

 

Director
Machel L. Allen, CFA
Phone: (858) 523-3248
Fax: (858) 755-0916
Email: Director@cfassd.org

 

 

 

Vice President
A. Greg Gleeson, CFA
Phone: (858) 381-8002
Fax: (858) 756-6542
Email:
Programs@cfassd.org

 

Vice President
Tom Williams, CFA
Phone:(619) 684-5832
Fax:
Email: Membership@cfassd.org

 

Treasurer
Anne Morris, CFA
Phone: (619) 300-6043
Fax: (619) 522-9203
Email: Treasurer@cfassd.org

 

 

 

Secretary
Douglas C. McIntosh
Phone: (858) 481-2843
Fax:
Email: Secretary@cfassd.org

 

 

 

BOARD OF DIRECTORS

Machel L. Allen, CFA

Leandro A. Festino, CFA

Jason Buol

Michael Ladd, CFA

A. Greg Gleeson, CFA

Anne Morris, CFA

Douglas C. McIntosh

Thomas R. Williams, CFA

Pushkar V. Murthy, CFA

 


COMMITTEE CHAIRS

CFA Institute Liaison
Leandro Festino, CFA
Phone: (760) 795-3450
Fax: (760) 795-3445
Email:President@cfassd.org
   
Membership
Tom Williams, CFA
Phone:(619) 684-5832
Email: Membership@cfassd.org
   

Education/CFA Courses/Scholarship
Pushkar V. Murthy, CFA
Phone: (415) 531-7250
Fax: (858) 480-2441
Email:
education@cfassd.org

   
Job Placement
Tom Williams, CFA
Phone:(619) 684-5832
Email: Jobs@cfassd.org
   
Program
A. Greg Gleeson, CFA
Phone: (858) 381-8002
Fax: (858) 756-6542
Email:
Programs@cfassd.org
 

Public Awareness
Jason Buol
Phone: (858) 750-4200   
Fax: (858) 750-4250
Email
PublicAwareness@cfassd.org

University Relations/Student Membership
Michael Ladd, CFA
Phone: (619)230-4703
Fax: (619) 230-3480
Email: universityrelations@cfassd.org



PAST PRESIDENTS

William G. Maas   1962-1963 Thomas E. Berghage   1986-1987
A. Richard Stern   1963-1964 William M. Aul   1987-1988
Herbert Fredman   1964-1965 Irving Katz   1988-1989
Robert M. McCuen   1965-1966 Brian P. Brinig   1989-1990
John P. O'Brien   1966-1967 Michael R. Whitehurst, CFA   1990-1991
Glenn Earl Zick   1967-1968 Linda C. Gibson   1991-1992
Warren Currier III   1968-1969 Tim B. Knepp, CFA   1992-1993
Walter R. Hensey III   1969-1970 Peter F. Way, CFA   1993-1994
David L. Hoffland   1970-1971 Michael G. Willoughby, CFA   1994-1995
Karl E. Verhoye   1971-1972 John G. Wells, CFA   1995-1996
Dale A. Nelson   1972-1973 Keith W. Colestock, CFA   1996-1997
Michael W. Cunningham, CFA   1973-1974 Daniel J. Reed, CFA   1997-1998
Donald R. Foster   1974-1975 Arthur E. Molloy, CFA   1998-1999
Edward O. Nay III   1975-1976 Charles E. Foster II, CFA   1999-2000
Charles G. King, CFA   1976-1977 Steven L. Re, CFA   2000-2001
Patricia W. Phillips   1977-1978 Stefan Meierhofer, CFA   2001-2002
Ronald H. Kendrick, CFA   1978-1979 Frank T. Coughlin, CFA   2002-2003
Thomas H. Clutinger   1979-1980 Alana C. Asmussen, CFA   2003-2004
E. Douglas Dawson   1980-1981 Marc Alton Doss, CFA   2004-2005
Donn R. Pitzer   1981-1982 Tom W. Siegel, CFA   2005-2006
John D. Messner   1982-1983 Frederick V. Brooks Jr., CFA   2006-2007
Hubert Michael Collins   1983-1984 John W. Cuthbertson, CFA   2007-2008 
Elizabeth S. Hennigar   1984-1985 Machel L. Allen, CFA 2008-2010
Osborn L. Hurston   1985-1986

 

 Volunteer to Help

The CFA Society of San Diego is a member driven organization. As such, we cannot function without the dedication and support of volunteers. If you would like to volunteer to help, please contact any member of our staff for current volunteer opportunitites.

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