Leadership

Meet Our Leadership Team

The CFA Society Dallas/Fort Worth is steered by a leadership team who champions the organization's mission to advancing professional success and facilitating a vibrant, engaged community within our region. Meet our team below! 

CEO

Lauren Minch, CFA

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Officers

Kelly Hohertz, CFA

Board Chair
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Brandon Troegle, CFA, CAIA

Board Vice Chair
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Daniel Drabinski, CFA, MSFS, AEP, CEPA, CMT, CAP, RICP

Board Treasurer
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Kim Abmeyer, CFA, CFP®

Board Secretary
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At Large Directors

Thomas Griswold, CFA

Board Member at Large
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Steven Hooser

Board Member at Large
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Brian Humenesky, CFA

Board Member at Large
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Roxanna Islam, CFA

Board Member at Large
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Alan A. Ives, CFA

Board Member at Large
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Grant Jackson, CFA

Board Member at Large
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Phil Kendall, CFA

Board Member at Large
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Lisa McDaniel, CFA, CRPC

Board Member at Large
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Rashi Podar, CFA, CFP

Board Member at Large
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Jacob Spigelman, CFA, MBA

Board Member at Large
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William (Bill) Thompson, CFA, CIMA, IMC

Board Member at Large
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Past Chair

Chris Terry, CFA

Past Presidents

Lauren Minch, CFA
Kim Abmeyer, CFA
Michael Yeager, CFA
Julie Toler, CFA
Joe Martinez, CFA
Shirley Ogden, CFA