|
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
|
|
Hartford CFA Society Home
