Society Staff
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Society Staff

Executive Director

Anne O’Brien
Executive Director
P: (415) 814-7904
E: Anne@cfa-sf.org

As Executive Director of CFA Society San Francisco, Anne has the overall 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, 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.

Society Finance, Programs & Partnerships


Eric Geedey
Director of Operations
P: (415) 814-7905
E: Eric@cfa-sf.org

As the Director of Operations, Eric oversees the CFA Society San Francisco office and manages the financial operations. He provides support to our membership and programs by driving our initiatives. Working closely with the Executive Director and the Board of Directors, Eric maintains policy and procedures, budget, financial reporting and contracts.


Marketing & Society Communication


Lindsey Helman
Marketing Communications Manager
P: (415) 814-7903
E: Lindsey@cfa-sf.org

Lindsey manages and creates all the 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.