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Committees

The cornerstone of the Society is centered around the volunteer efforts of its members. The Board of Directors encourages members to become involved on a committee and assume a pro-active leadership role in promoting the goals of the Society. Please directly contact the respective Committee Chairperson below.

ADVOCACY
Considers current issues that are of importance to the profession such as regulatory issues, new ethic requirements, accounting issues, etc. Coordinates local advocacy efforts.

Name Type Contact Info
Philip Spak, CFA Chair Phone: (860) 299-2257
EMail: phil_spak@conning.com
James Hammel, CFA Member Phone: (860) 844-8515
EMail: jimhammel40@gmail.com

CAREER DEVELOPMENT
Develops programs and services to enhance members' professional skills.

Name Type Contact Info
Karyn Cavanaugh, CFA Chair Phone: 860-843-6526
EMail: karyncavanaugh@comcast.net

CFA COURSES
Act as liaison with the CFA Institute in relation to the CFA Program, coordinates with third party providers of CFA review seminars and aides in the forming of informal CFA study groups. Currently these duties are performed within the scope of Continuing Education Chair.

Name Type Contact Info
Edward Steiger, CFA Chair Phone: 860-293-4141
EMail: esteiger@trustcompanyct.com

CFA INSTITUTE LIAISON
Act as liaison with the CFA Institute. Current these duties are performed within the scope of President.

Name Type Contact Info
Amanda Abdella, CFA Chair Phone: (860) 297-6418
EMail: amanda.abdella@himco.com

CONTINUING EDUCATION
Develops continuing education programs of interest to Society members in conjunction with the Program Chair.

Name Type Contact Info
Edward Steiger, CFA Chair Phone: 860-293-4141
EMail: esteiger@trustcompanyct.com

FORECAST DINNER
Organizes the forecast dinner which is the Society’s largest and most prestigious event.

Name Type Contact Info
James Rice, CFA Chair Phone: (860) 249-7048
EMail: Jamie@QiiLLC.com

JOB PLACEMENT
Provides an online listing of job opportunities in the financial service profession.

Name Type Contact Info
Karyn Cavanaugh, CFA Chair Phone: 860-843-6526
EMail: karyncavanaugh@comcast.net

MEMBERSHIP
Invites new members to become involved in the local Society as well as its committees and projects.

Name Type Contact Info
Timothy Walsh, CFA Chair Phone: +1 (860) 297-6494
EMail: timothy.walsh@himco.com

PROGRAM
Plans Society program for the year. Invites companies to appear, and coordinates arrangements.

Name Type Contact Info
Hai-San Chang, CFA Chair Phone: 860-293-4188
EMail: schang@turnerinvestments.com
Kim DiPietro, CFA Member Phone: (860) 651-4000
EMail: kld@hartadvisers.com
James Liddy, CFA Member Phone: (860) 236-3301
EMail: jliddy@neguild.com

PUBLIC AWARENESS
Acts to increase awareness of the local Society and the CFA Charter within the investment community and among other professionals, investors and the media. Improves awareness of high ethical standards, professionalism, expertise and integrity of the investment profession.

Name Type Contact Info
Jack Cockerill, CFA Chair Phone: (203) 465-1713
EMail: jack.cockerill@ustrust.com

SCHOLARSHIP
Acts to award ten (10) scholarships per fiscal year. The CFA Institute offers three different scholarship programs that are available to candidates for the CFA® Program. These scholarships are targeted toward university faculty members; university students sponsored by professors who are CFA charterholders; and deserving candidates selected by CFA Institute member societies.

Name Type Contact Info
William DeRosa, CFA Chair Phone: (860) 409-0808
EMail: billd@anthemasset.com

SOCIAL
Organizes social activities for networking opportunities. Plans activities, publicizes and makes arrangements for post CFA exam mixer for local Candidates and Society leaders. Coordinates arrangements with social activities as necessary.

Name Type Contact Info
Timothy Walsh, CFA Chair Phone: +1 (860) 297-6494
EMail: timothy.walsh@himco.com

STRATEGIC PLANNING
Develops the Society’s strategic plan and the primary objectives of the Society. Currently these duties are performed with the scope of the President.

Name Type Contact Info
Amanda Abdella, CFA Chair Phone: (860) 297-6418
EMail: amanda.abdella@himco.com
Jack Cockerill, CFA Member Phone: (203) 465-1713
EMail: jack.cockerill@ustrust.com

TECHNOLOGY
Maintains web site and reviews innovative ways to improve communication to the membership.

Name Type Contact Info
Kim DiPietro, CFA Chair Phone: (860) 651-4000
EMail: kld@hartadvisers.com

UNIVERSITY LIAISON
Serves as liaison with local colleges and universities in sponsoring student participation in the Society's programs.

Name Type Contact Info
James Hammel, CFA Chair Phone: (860) 844-8515
EMail: jimhammel40@gmail.com
William DeRosa, CFA Member Phone: (860) 409-0808
EMail: billd@anthemasset.com

VOLUNTEER
Acts as a clearinghouse to match volunteers with society projects.

Name Type Contact Info
Timothy Walsh, CFA Chair Phone: +1 (860) 297-6494
EMail: timothy.walsh@himco.com


* Standing Committees (called for in Article VIII of the Society's By-Laws) are noted. To become more involved in the open committees, email the Hartford CFA Society office at info@hartfordcfa.org or call the Chair of the committee.





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