Board of Directors
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 BOARD ACCESS

2018-2019 Board of Directors

Baie Netzer, CFA, CFP- President 

Wells Fargo Private Bank

Melissa Wedel, CFA - Vice President  

JPMorgan Chase & Co.


Alan Wong, CFA - Secretary

Merrill Lynch

 

Joyce Li, CFA - Treasurer

Matthews Asia

 
Board at Large 

 

Matt O'Hara, CFA - Immediate Past President

Blackrock

Almond Goduti, CFA

Mellon Capital

Jeffrey Hamrick, CFA

LendingClub


Purav Jhaveri, CFA

Franklin Templeton Investments

 

John Jordan, CFA

Northern Trust – FlexShares ETFs

Anjanette Kallas, CFA 

T. Rowe Price 


Jane Leung, CFA

Scenic Advisement


Joseph S. Leung, CFA 

Artere Central, LLC


Sami Mesrour, CFA

BlackRock

Margaret Reid, CFA 

Highmark Capital Management