The CFA Society Board of Directors are elected via proxy-vote. Directors serve a three-year term, commencing on November 1. To serve as a CFA Society Bermuda Board Member, volunteers must be active members in good-standing; officers must also hold the CFA designation. Feel free to contact us if you are interested in board service or other volunteer opportunities.
Committees
Board Members currently Chair or lead the following committees and initiatives:
- Pamela Dacosta, CFA, CPA, CA : President (contact)
- Lisa Cheng, CFA, CPA, CA : Vice President (contact)
- Joe Zuiker, CFA, CPA, CA : Treasurer (contact)
- Christine Todd, CFA : Membership (contact)
- Romari Tucker, CFA : Education and Financial Literacy (contact)
- Nathan Kowalski, CFA, CPA, CA, CIM, FSCI : Advocacy (contact)
- David Tavares, CFA : Public Awareness (contact)
- Verde Brown, CFA : Programs (contact)
- Brendan O'Brien, CFA : Technology (contact)
Past Presidents
- Miguel Da Ponte: 11/30/2020 - 11/30/2023
- Shane English: 11/1/2017 - 11/1/2020
- Mark Crockwell: 9/30/2014 - 10/31/2017
- Nathan Kowalski: 10/1/2011 - 10/31/2014
- Theo Evangelakos: 11/23/2007 - 10/30/2009
- Alexander Werther: 10/1/2006 - 11/23-2007
- Mark Crockwell: 10/18/2004 - 9/30/2005
- Joel Schaefer: 9/1/2002 - 10/17/2004
- Joe Zuiker: 9/1/2000 - 8/31/2002
- Susan Monkman: 12/30/1999 - 8/31/2000
- Eva Korpela: 7/1/1999 - 12/29/1999
- Lori Blackwood: 7/1/1998 - 6/30/1999
- Anthony Ware: 7/1/1997 - 6/30/1998
- Robert Harrison: 7/1/1996 - 6/30/1997
- Geoffrey Gardner: 4/1/1995 - 6/30/1995
- Jamsheed Khan: 7/1/1993 - 3/31/1995
- Edward Pritchard: 7/1/1992 - 6/30/1993
- Cheryl-Ann Lister: 7/1/1990 - 6/30-1992
- David Notman: 7/1/1989 - 6/30-1990