|
ADVOCACY
|
Considers current issues that are of importance to the profession such as regulatory issues, new ethic requirements, accounting issues, etc. Currently these duties are performed within the scope of Public Awareness Chair.
|
| Name |
Type |
Contact Info |
|
Timothy Burns, CFA
|
Chair
|
Phone: (860) 236-8500 x100
EMail: tburns@hunteradv.com
|
|
|
CAREER ADVANCEMENT
|
Considers current issues that are of importance to the profession such as regulatory issues, new ethic requirements, accounting issues, etc. Currently these duties are performed within the scope of Public Awareness Chair.
|
| Name |
Type |
Contact Info |
|
Kim DiPietro, CFA
|
Chair
|
Phone: (860) 651-4000
EMail: kld@hartadvisers.com
|
|
|
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 |
|
Amanda Abdella, CFA
|
Chair
|
Phone: (860) 297-6418
EMail: aehoward5@yahoo.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 |
|
James Hammel, CFA
|
Chair
|
Phone: (860) 844-8515
EMail: president@hartford.cfasociety.org
|
|
|
CONTINUING EDUCATION
|
Develops continuing education programs of interest to Society members in conjunction with the Program Chair.
|
| Name |
Type |
Contact Info |
|
Amanda Abdella, CFA
|
Chair
|
Phone: (860) 297-6418
EMail: aehoward5@yahoo.com
|
|
Timothy Walsh, CFA
|
Member
|
Phone: +1 (860) 297-6494
EMail: timothy.walsh@himco.com
|
|
|
FORECAST DINNER
|
Organizes the forecast dinner which is the Society’s largest and most prestigious event.
|
| Name |
Type |
Contact Info |
|
Amanda Abdella, CFA
|
Chair
|
Phone: (860) 297-6418
EMail: aehoward5@yahoo.com
|
|
Robert Barnum, CFA
|
Member
|
Phone: +1 (860) 757-7452
EMail: robert.barnum@cigna.com
|
|
|
JOB PLACEMENT
|
Provides an online listing of job opportunities in the financial service profession.
|
| Name |
Type |
Contact Info |
|
Kim DiPietro, CFA
|
Chair
|
Phone: (860) 651-4000
EMail: kld@hartadvisers.com
|
|
|
MEMBERSHIP
|
Invites new members to become involved in the local Society as well as its committees and projects.
|
| Name |
Type |
Contact Info |
|
Dorothy Meggie, CFA
|
Chair
|
Phone:
EMail: dorothy.meggie@gmail.com
|
|
|
PROGRAM
|
Plans Society program for the year. Invites companies to appear, and coordinates arrangements.
|
| Name |
Type |
Contact Info |
|
James Rice, CFA
|
Chair
|
Phone: (860) 218-1534
EMail: Jamie@AlphaEquityLLC.com
|
|
John Eckel, CFA
|
Member
|
Phone: (860) 651-1716
EMail: john.eckel@pinninvest.com
|
|
Edward Steiger, CFA
|
Member
|
Phone:
EMail: easteiger@yahoo.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 |
|
Thomas Keene, CFA
|
Chair
|
Phone: (860) 297-6811
EMail: thomas.keene@himco.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. Currently these duties are performed within the scope of Continuing Education Chair.
|
| Name |
Type |
Contact Info |
|
Timothy Walsh, CFA
|
Chair
|
Phone: +1 (860) 297-6494
EMail: timothy.walsh@himco.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 |
|
Peter Talbot, CFA
|
Chair
|
Phone: (860) 297-6816
EMail: ptbtjtkt@comcast.net
|
|
Robert Barnum, CFA
|
Member
|
Phone: +1 (860) 757-7452
EMail: robert.barnum@cigna.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 |
|
James Hammel, CFA
|
Chair
|
Phone: (860) 844-8515
EMail: president@hartford.cfasociety.org
|
|
|
TECHNOLOGY
|
Maintains web site and reviews innovative ways to improve communication to the membership.
|
| Name |
Type |
Contact Info |
|
Karyn Cavanaugh, CFA
|
Chair
|
Phone: 860-843-6526
EMail: karyn.cavanaugh@hartfordlife.com
|
|
|
UNIVERSITY LIAISON
|
Serves as liaison with local colleges and universities in sponsoring student participation in the Society's programs.
|
| Name |
Type |
Contact Info |
|
Philip Spak, CFA
|
Chair
|
Phone: (860) 299-2257
EMail: phil_spak@conning.com
|
|
Hartford CFA Society Home
