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CFAOC Foundation
  

 CFAOC Leadership 2009-2010

 

Board Members

 

Title

Name

Email

Phone

 

President

Todd Richey

trichey@uci.edu

 

714.330.4772

Vice President

Thomas Harter, CPA, CFA

thomas.harter@allianzgi-us.com

 

949.219.2630

Secretary

Tom Barrett, CPA, CFA, CFP

thomas.j.barrett@ubs.com

 

949.467.6130

Treasurer

Tina Schackman, CFA

tinas@bfsg.net 

 

949.955.0131

Programs

Bruce Emken, CFA

bruce.emken@gs.com

 

949.375.6406

Public Relations

Fadel Lawandy

flawandy@aol.com

 

714.647.7913

Past President

Jeff Elvander

jeffe@401kadvisors.com

949.460.9898, x238

 

 

 

 

 

Committee Members

 

President's Committee

Mike Kovar

mike.kovar@fnres.com

949.394.2522

Treasurer's Committee

F. Tucker Oakley

oakleyiv@cox.net

949.939.7617

Programs Committee

Isabella Liu, CPA, CFA, CIPM

Isabella.Liu@allianzgi-us.com

949.219.2631

Programs: Baseball Social

Tim Stone, CFA

TStoneCFA@Socal.rr.com

562.274.0346

PR: NIRI Annual Reports Contest

Laura Morrison

lmorrison@globalviewadvisors.com

 

PR: OCBJ Venture Project

Rama Malladi

rmalladi@gmail.com

714.396.8805

Board Committee (Programs/PR/Other)

Jean-Claude Khoury

jckhoury@yahoo.com

949.892.9431

Board Committee (Programs/PR/Other)

Deidre Perez, CFA

Deirdre_Perez@invesco.com

949.718.2002

WM Conference Committee, Chair

David Young

David.Young212@Gmail.com

949.644.1981

WM Conference Committee

Shaun Skeris

Shaun.Skeris@morganstanley.com

858.643.5072

Technology/Web Committee

Achara Chau

achara_p@iwon.com

949.453.1333

Other: ad-hoc, as needed

Jessie Huang

jhcfa03@yahoo.com

310.948.1583

Career Development/Job Postings

Michael Ashley Schulman

cfaocjobs@gmail.com
Michael@hollencrest.com

949.823.7722

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 Volunteers Welcome!!!

 

If you would like to volunteer for the CFAOC, please contact us for further information regarding how you can get involved.

 Past Presidents

 
Jeff Elvander, CFA (2008-2009)
401k Advisors

Mike Kovar, CFA (2007-2008)
Fidelity National Real Estate Solutions
 
Michael Ashley Schulman, CFA (2006-2007)
Hollencrest Capital Management
 
Jay Tsai, CFA (2005-2006)
J.M. Tsai Asset Management
 
Robert L. Panetti, CFA (2004-2005)
Capital Reserve Advisors, Inc.
 
Eliot B. Hayes, CFA (2003-2004)
Laurel Grove Capital, LLC
 
John Prichard, CFA (2002-2003)
Knightsbridge Asset Management, LLC
 
Krista S. Zipfel, CFA (2001-2002)
Advisor Solutions Group, Inc.
 
Russell E. Murdock, CFA (2000-2001)
Seabreeze Capital Management, LLC
 
Marr N. Leisure (1998-2000)
Leisure Capital Management, Inc.

Robert L. Adams, CFA (1997-1998)
Stephen M. Miller, CFA (1996-1997)
Steven G. Check (1995-1996)
Check Capital Management, Inc.
Tom Polarek (1994-1995)
Deborah Harrington (1993-1994)
Kurt R. Winrich, CFA (1992-1993)
Howard Gleicher, CFA (1991-1992)
Maureen Flanagan (formerly Gallogly), CFA (1990-1991)
Phillip R. Anton (1989-1990)
Colette Y. Greenwood (1988-1989)
Michael D. Rosenfeld (1987-1988)
Dorothea Ziberoff (1986-1987)       
Gary Lisenbee (1985-1986)


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