| OFFICE | NAME/ EMAIL |
| President Responsible for the execution of Society strategic plans, succession planning, overall growth and relevance of the Society within the community. |
Mario Carlos B. Ira, CFA |
| V.P., Program Chair Responsible for coordination of various society programs/may also coordinate charter awards event. |
Safia Mehta, CFA |
| 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 |
| 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 |
| Treasurer (Responsible for banking relationships, Funding coordination with CFA Institute, budgeting and variance reporting) |
Avneesh Saxena, CFA |
| Auditor /Assistant Treasurer (Audits books, tax compliance) |
Deepali Ray, CFA
|
| Corporate Outreach Committee Chair | Steven Mula, CFA |
| 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. |
Amit G. Chokshi, CFA |
| University Relations Committee Chair (Maintains communication between university faculty and students and the investment community) |
Amy Y. Zhang, CFA |
| Past President | Yijing Robertson, CFA |
| Past President | Valerie H. Connolly, CFA |
| Administrator |
|
