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CFAOC Foundation
  

 CFAOC Leadership 2010-2011

 

Board Members

 

Title

Name

Email

Phone

 

President

Martina Marie Schackman, CFA


tinas@bfsg.net
 

949.955.0131


Vice President

Bruce Emken, CFA

bruce.emken@gs.com 

949.375.6406

Secretary

Fadel N. Lawandy


flawandy@aol.com

 

949.732.4116

Treasurer

Thomas Joseph Barrett, CFA


tjb_uva@yahoo.com

 

949.244.1980

Programs

David Young, CFA


dyoung@anfieldllc.com

 949.891.0606

Public Relations

Bruce E. Emken, CFA

 
bruce.emken@gs.com

949.375.6406

Past President

Todd M. Richey, CFA


tmrichey@verizon.net

949.824.5292


Technology/Web

Achara Chau

achara_p@iwon.com

949.453.1333


Staffed Office
Linda R. Cahill linda@cfala.org 213.341.1164

Staffed Office
Lisa Gauf info@cfaoc.org 714.546.5844

Membership and Remote Sponsorship
Karen Heifferon kcheifferon@gmail.com 949-294-7940

Candidate Preparation and Global IRC
Deirdre Caroline Perez, CFA deirdre_perez@invesco.com 949.222.6387

Society Board


Jeffrey Scott Elvander, CFA

jeffe@401kadvisors.com 949.460.9898 x238

Society Board
Benjamin C. Lau, CFA bclau76@gmail.com 949.253.8888

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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

Todd M. Richey, CFA (2009-2010)
University of California Irvine,  Paul Merage School of Business 
 
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)
Marr N. Leisure (1998-2000)
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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