Executive Committee 2009-2010
| Name | Company |
Functional Role |
| Lucy Momjian, CFA | Vanguard | President |
| Maggie Creed, CFA | Wilmington Trust | Vice President |
| David Shepherd, CFA | Monadnock Capital Management | Vice President | Kristen Boling, CFA | SEI Investments | Secretary |
| James Rowley Jr., CFA | Vanguard | Treasurer |
| Domenic D'Ginto, CFA | PNC Bank | Past President |
| Paul Emata, CFA | PNC Bank | Past President |
| Walter Lenhard, CFA | Vanguard | Past President |
Board of Directors 2009-2010
| Name | Company |
Functional Role |
| Kristen Boling, CFA | SEI Investments | Secretary, Outreach Co-Chair |
| David Brune, CFA | Haverford Trust | Membership Chair |
| Mark Byers | Wilmington Trust | Career Services Chair |
| Maggie Creed, CFA | Wilmington Trust | Media and Communications Chair |
| Dominic D'Ginto, CFA | PNC Bank | GIC Outreach |
| Vladimir (Val) de Vassall, CFA | Glenmede Investment Management | Quantitive Strategies |
| Paul Emata, CFA | PNC Bank Delaware | CFA Institute Liason |
| Jon Fiorvanti | Volunteer Outreach | |
| Brian Lauzon, CFA | Delaware Investments | Education Co-Chair |
| Walter Lenhard, CFA | The Vanguard Group | Technology |
| Joyce (Shuoqi) Li, CFA | Marvin & Palmer Associates | Website |
| Barry Missett, CFA | Strategem Wealth Management | CFAP By-Laws / CFAP Org Chair |
| Lucy Momjian, CFA | The Vanguard Group | Strategy |
| Gina Moore, CFA | Aronson Johnson Ortiz | Newsletter |
| James Rowley Jr., CFA | The Vanguard Group | Treasurer |
| David Shepherd, CFA | Monadnock Capital Management | Events Chair |
| Dr. Herbert Taylor | Federal Reserve Bank of Philadelphia | Strategy |
| Chris Tidmore, CFA | Butchers Hill Capital LLC | Education Co-Chair |
| Daken Vanderburg, CFA | Chartwell Investment Partners | Outreach Co-Chair, University Outreach |
Committees
- The Events Committee delivers all of our regular programs such as the monthly Luncheon events, the annual Forecast Dinner and periodic Social Events.
- The Education Committee provides Professional Development services for members plus CFA examination guidance for candidates. Member PD includes member to member “teaching” plus awareness / encouragement for the CFA Institute’s voluntary PD Program and its emphasis on lifetime learning. CFA Candidate services includes partnering with prep course providers facilitating candidate study groups and conduction mock examinations.
- The Membership Committee sponsors new members and encourages interested members to serve as volunteers.
- The Media and Communications Committee delivers the quarterly newsletter, manages the website and maintains the Society’s public awareness.
- The Career Services Committee delivers the annual Career Development Day plus maintains the job posting link on the website.
- The Outreach Committee develops and maintains relationships with Employers (CFA awareness), Universities (Global Research Challenge and CFA awareness). High Schools (investment education) and CFA Institute & Local Societies (share ideas).
- The CFAP Organization Committee coordinates internal functions such as technology, bylaws, strategic planning and operational considerations not directly related to any other Committee function.
Organizational Chart
Click here for a copy of the Organization Chart in Powerpoint format.