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About
About 

Our Mission

CFA Society San Francisco's mission is to advance Bay Area investment professionals through education, career development, and community building. 

Our Vision

CFA Society San Francisco's vision is to better investment outcomes for the Society at large.

History

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.

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Staff

Anne O'Brien

Chief Executive Officer

: (415) 814-7904 leadership@cfa-sf.org

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.

 Eric Geedey

Director, Operations & Programming

: (415) 814-7905 operations@cfa-sf.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.

Lindsey Helman

Sr. Manager, Creative & Marketing Operations
: (415) 814-7903 marketing@cfa-sf.org

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 :membership@cfa-sf.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 Management

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Joyce Li, CFA - Vice President

Portfolio Manager

Matthews Asia

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John Jordan, CFA - Secretary

Business Development Executive, Vice President

Northern Trust - FlexShares ETFs

Read Bio

Jane Leung, CFA - Treasurer

Chief Investment Officer

Silicon Valley Bank

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Board at Large

 

Melissa Wedel, CFA - Immediate Past President

Vice President, US Equities Research

J.P. Morgan

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John Ailanjian, CFA

General Partner

Next Play Capital

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Julie Barry, CFA, CIPM

Consultant Relations

Wells Fargo Asset Management

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Desmond Fang, CFA

Business Operations Specialist

California Department of Developmental Services

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Al Goduti, CFA

 

 

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Jeffrey Hamrick, CFA

Senior Director

Nasdaq

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Anjie Kallas, CFA

Vice President, US Intermediaries

T. Rowe Price

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Purav Jhaveri, CFA

President, Investments

Bajaj Finserv

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Sami Mesrour, CFA

Partner

Jasper Ridge Partners, LP

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Margaret Reid, CFA

Vice President, Sr. Portfolio Manager

Union Bank

Read Bio

Contact Us

Membership


Email

Partnership


Email

Candidate


Email

Operations


Email

Marketing


Email

Contact Us

235 Montgomery Street, Suite 725 | San Francisco, CA 94104 | P: 415.814.7900 | E: info@cfa-sf.org

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