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CFA Society San Francisco Office

CFA Society San Francisco
235 Montgomery Street, Suite 725
San Francisco, CA 94104

Phone: (415) 814-7900 



Society Contacts

General Inquiries

P: (415) 814-7900

Chief Executive Officer

Anne O’Brien
Chief Executive Officer
P: (415) 814-7904

Society Finance, Programs & Sponsorship

Eric Geedey
Director of Operations
P: (415) 814-7905


Marketing & Society Communication

Lindsey Helman
Marketing Communications Manager
P: (415) 814-7903


Membership & Programming

Membership Engagement Coordinator
P: (415) 814-7902


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

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