Contact Us

OFFICE NAME/ EMAIL
President
Responsible for the execution of Society strategic plans, succession planning, overall growth and relevance of the Society within the community.
Amit Chokshi, CFA
president@stamfordcfa.org
V.P., Program Chair
Responsible for coordination of various society programs/may also coordinate charter awards event.
Amy Zhang, CFA
events@stamfordcfa.org
V.P., Education Chair
CFA PREP COURSES: Typically coordinates exam study groups and CFA Prep Courses. SCHOLARSHIP: Coordinates CFA program scholarships with local community.
Lizzie Ling, CFA
education@stamfordcfa.org
Secretary
(Records the minutes of each Board meeting, maintains the Board attendance logs and prepares the pre-read communications prior to each Board Meeting)
David H. Chow, CFA
secretary@stamfordcfa.org
Treasurer
(Responsible for banking relationships, Funding coordination with CFA Institute, budgeting and variance reporting)
Deepali Ray, CFA
treasurer@stamfordcfa.org
Auditor /Assistant Treasurer
(Audits books, tax compliance)
Zack Gilroy, CFA, CPA
auditor@stamfordcfa.org
Advocacy/Corporate Outreach Committee Chair Safia Metha, CFA
corpoutreach@stamfordcfa.org
Information Technology Chair 
(Main contact for society’s technology – website, email, Society Portal)
Haiyuan (Harry) Wang Ph.D.
tech.committee@stamfordcfa.org
Membership Chair 
Maintain the viability of society and CFA Institute through recruitment and retention of members.
Steve Lancin, CFA
membership@stamfordcfa.org
University Relations Committee Chair 
(Maintains communication between university faculty and students and the investment community)
Andrew Kempler, CFA
university.relations@stamfordcfa.org
Sponsorships
(Maintains communication between Corporate Funding Sponsors and the SCFAS)
Chris Tormey
sponsorships@stamfordcfa.org
Programs Co-Chair
Responsible for coordination of various society programs/may also coordinate charter awards event.
Effy Washnock, CFA
events@stamfordcfa.org
 Past President   Mario Carlos B. Ira, CFA
Administrator scfascentral@stamfordcfa.org