This website uses cookies to store information on your computer. Some of these cookies are used for visitor analysis, others are essential to making our site function properly and improve the user experience. By using this site, you consent to the placement of these cookies. Click Accept to consent and dismiss this message or Deny to leave this website. Read our Privacy Statement for more.
Board of Directors
Share |

2019-2020 Board of Directors

Melissa Wedel, CFA - President 

JPMorgan Chase & Co.

Alan Wong, CFA - Vice President  

Merrill Lynch

John Jordan, CFA - Secretary

Northern Trust – FlexShares ETFs


Joyce Li, CFA - Treasurer

Matthews Asia

Board at Large 


Baie Netzer, CFA, CFP- Immediate Past President 

Wells Fargo Private Bank

Almond Goduti, CFA


Jeffrey Hamrick, CFA


Purav Jhaveri, CFA

Franklin Templeton Investments

Anjanette Kallas, CFA 

T. Rowe Price 

Jane Leung, CFA

Scenic Advisement

Sami Mesrour, CFA

Jasper Ridge Partners

Margaret Reid, CFA 

Union Bank/Highmark Capital Management

235 Montgomery Street, Suite 725 | San Francisco, CA 94104 | P: 415.814.7900 | E:

CFA® and Chartered Financial Analyst® are trademarks owned by CFA Institute.