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Society Staff
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Society Staff

Chief Executive Officer

Anne O’Brien
Chief Executive Officer

As Chief Executive Officer 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, 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.

Society Finance, Programs & Partnerships

Eric Geedey
Director of Operations

As the Director of Operations, Eric oversees the CFA Society San Francisco office and manages the financial operations. He provides support for our management team to drive our 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 annual partners.

Marketing & Society Communication

Lindsey Helman
Marketing Communications Manager

As Marketing Communications Manager, 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.

 Membership & Programming

Membership Engagement Coordinator

The Membership Engagement Coordinator ensures that the Society is meeting member needs through various engagement opportunities and programming. They are responsible for event support, database management, member inquiries, assisting with financial operations, and office administration tasks.



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

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