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 CFAOC Leadership 2011-2012

 


Board Members

 


Title

Name

Email

Phone

President

Martina Marie Schackman, CFA


cfaocpres@gmail.com
 

714.403.9726


Vice President

Fadel N. Lawandy

fl.moneymanager@gmail.com

714.293.2033

Secretary

Chad Neault, CFA


cneault@knightsb.com
 

949.644.4444

Treasurer

Thomas Harter, CFA


cfaoctreasurer@gmail.com
 

949.219.2630

Past President

Todd M. Richey, CFA


tmrichey@verizon.net

949.824.5292


Society Board

Bruce E. Emken, CFA

bruce.emken@gs.com

949.375.6406


Society Board

David Young, CFA

dyoung@anfieldllc.com

949.891.0606


Education

Deirdre Caroline Perez, CFA

deirdre_perez@invesco.com

949.222.6387


Education

Ramin Modiri

rmodiri@aol.com

949.858.3777


Foundation

Benjamin C. Lau, CFA

bclau76@gmail.com

949.253.8888

Investment

Thomas Barrett, CFA

tjb_uva@yahoo.com

949.244.1980

Public Awareness

David Hutchison, CFA

dhutchison@cgwealth.com

949.553.0313


Committee Chairpersons
   

Career Development

Tina Schackman

cfaocpres@gmail.com

714.403.9726

Membership

Karen Heifferon

kcheifferon@gmail.com

949.718.1625

Newsletter

Shalabh Gupta

Guptashalabh@yahoo.com

 

Programs

Eric D. Henrickson

eric.d.henrickson@gmail.com

949.760.1080

Technology/Web

Nick Bautista
Achara Chau, CFA

nicholas.bautista@yahoo.com
achara_p@iwon.com.com

 

Volunteer Shalabh Gupta Guptashalabh7@yahoo.com  


Adminstrative Director

Staffed Office

 Nancy Novak

admin@cfaoc.org

949.873.3617

 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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