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CFA Society San Francisco's mission is to advance Bay Area investment professionals through education, career development, and community building.
CFA Society San Francisco's vision is to better investment outcomes for the Society at large.
CFA Society San Francisco has played a leading role in Bay Area financial life for over 90 years. Today, the Society's nearly 3,500 members work throughout the greater Bay Area in asset and wealth management, banking, corporate finance, academia, philanthropy, treasury, risk management, and other traditional investment sectors as well as the growing sectors: FinTech, data science, private equity, venture capital, and ESG investment.
CFA Society San Francisco is the 8th largest society among the more the 150 CFA Societies worldwide and one of the most diverse. With a membership of nearly 3,500 investment professionals in the greater San Francisco Bay Area, CFA Society San Francisco provides constituents with leading-edge educational events, corporate presentations, career development programs, and networking opportunities.View History
Chief Executive Officer
: (415) 814-7904 : email@example.com
As CEO of CFA Society San Francisco, Anne has the responsibility for shepherding the organization to deliver valuable offerings and services to members, and to extend the Society’s reach in Northern California.
She works closely with the Board of Directors, the professional staff at the Society, partner organizations, CFA Institute, other societies, and engaged member volunteers to create and innovate the highest quality professional education forums, career development and career transition support programs, and social networking opportunities for members, candidates, and the large Bay Area investment industry.
Director, Operations & Programming
: (415) 814-7905 : firstname.lastname@example.org
As the Director of Operations & Programming, Eric oversees the CFA Society San Francisco office, membership engagement, and financial operations. He provides support for our management team to drive our many initiatives. Working closely with the CEO and the Board of Directors, Eric maintains policy and procedures, budget, financial reporting, and contracts. He also manages the Society’s many programs, ranging from small to large scale by working closely with members and volunteer committees to deliver high quality educational content, career support services, and social networking opportunities. Eric is the liaison for event sponsors and other partnerships.
Sr. Manager, Creative & Marketing Operations
: (415) 814-7903 : email@example.com
As Senior Manager of Creative & Marketing Operations, Lindsey manages and creates all public and member facing communication including newsletters, website updates, social media, and advertising campaign messaging. She coordinates with the staff to create email campaigns, marketing plans, and any design or collateral for events, membership, and CFA candidates. Lindsey also provides analytics reporting to the Society and its partners. Her focus is on the strategy, design, execution and operations of marketing databases, marketing communication solutions, and tracking performance in order to plan, report, and conduct analyses.
Manager, Membership & Member Engagement
: (415) 814-7902 :firstname.lastname@example.org
The Manager of Membership & Member Engagement is responsible for membership recruitment and retention strategies and member engagement programs to position the society as the thought leader in the Bay Area investment industry. They develop and direct membership strategy, help the society achieve organizational goals by leveraging the database and membership metrics, and promote the value of CFA Society San Francisco.
Board of Directors: Executive Committee
Alan Wong, CFA - President
Wealth Management Advisor, Vice President
Merrill Lynch Wealth ManagementRead Bio
Joyce Li, CFA - Vice President
Matthews AsiaRead Bio
John Jordan, CFA - Secretary
Business Development Executive, Vice President
Northern Trust - FlexShares ETFsRead Bio
Jane Leung, CFA - Treasurer
Chief Investment Officer
Silicon Valley BankRead Bio
Board at Large
Melissa Wedel, CFA - Immediate Past President
Vice President, US Equities Research
J.P. MorganRead Bio
Desmond Fang, CFA
Business Operations Specialist
California Department of Developmental ServicesRead Bio