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Washington, DC

Who We Are

CFA Society Washington, DC (CFAW) is the leading association for investment professionals in the National Capital region.

Our Mission

To advance members' professional success and facilitate a vibrant, engaged community.

About the Society

Founded in 1953

as the Washington Society of Investment Analysts, today's society consists of over 2,100 financial professionals in a variety of positions including portfolio managers, analysts, trust officers, and consultants, as well as pension, endowment and foundation fund executives.

Reflecting the diverse nature of the investment professions in the Washington, DC area, members are employed by major corporations, associations, unions, national, state and local government agencies, financial regulators, academic institutions, investment managers, insurance companies, broker/dealers and consultants, among others.

CFAW links its members with each other, those interested in joining the profession, and the community through many activities including professional development and networking events.

In the diverse and growing Washington investment community, the society plays a vital role — from advocating the highest ethical practices to promoting career opportunities for members.

Top CFAW Employers

The World Bank logo
Freddie Mac logo
Fannie Mae logo
Capital One logo
Cambridge Associates logo
Sands Capital logo
Wells Fargo logo
ICMA Retirement Corporation logo
Strategic Investment Group logo
Bank of America Merrill Lynch logo

Committees

We are a member-driven society that relies heavily on volunteer committees to accomplish much of the Society's work.

Joining a committee is a great way to get involved, meet other members, network with industry leaders, and help CFAW fulfill its mission!

Committees of the Board

Assist and enable the Board in carrying out its duties in setting policy and strategic priorities, providing financial stewardship and oversight, and ensuring the operational effectiveness of the organization. Committees of the Board are staffed by appointment only.

Finance

Chair: Richard Holly, CFA, CPA

The Finance Committee makes recommendations to the Board on financial related matters. These include recommending a draft annual budget, monitoring the asset allocation of Society reserve funds, overseeing the annual audit and other ad-hoc special financial analysis needs.

Download Committee Charter

Executive

Chair: Julie Dellinger, CFA

The Executive Committee is comprised of CFAW Board Officers and the Immediate Past Chair. It assists the Board in fulfilling its responsibility to manage its own operations and to act on behalf of the board during on-demand activities that may occur between Board meetings.

Download Committee Charter

Governance

Chair: Tom Selman, CFA

The Governance Committee works to ensure that the board fulfills its legal, ethical, and functional responsibilities through adequate governance policy development, recruitment strategies, training programs, monitoring of board activities, and evaluation of board members' performance.

Download Committee Charter

Committees of the Society

Primarily focused on assisting the CEO and staff in the implementation of the society's strategic priorities, but may from time to time recommend strategic initiatives or policies to the CFAW Board of Directors.

External Relations

Chair: Trevor Lee, CFA

Co-Chair: Chad Morgan, CFA

Board Liaison: Ryan Torguson, CFA

The External Relations Committee performs outreach to the community, employers, regulators, nonprofits and universities to raise awareness of the substance and value of the CFA charter. It supports CFA Institute advocacy efforts locally and assists with other external focused activities such as media and sponsor relations.

Download Committee Charter

Member Engagement

Chair: Mike Jerue, CFA

Co-Chair: Colleen Doremus

Board Liaison: Juan Echeverri, CFA

The Member Engagement Committee focuses on member recruitment, engagement and retention and evaluates the overall member experience. The committee uses social media to communicate about CFAW, and also to organize networking events and informal member-organized gatherings.

Download Committee Charter

Programs & Education

Chair: Stuart Cohen, CFA

Co-Chair: Tom Galgano, CFA

Board Liaison: Victor Krasij, CFA

The Programs & Education Committee helps members enhance their investment knowledge, professional practices, career development and professional networks. The committee plans and executes approximately 2-3 programs per month that provide opportunities for networking, professional education, career development and/or technical training. Committee members recruit thought leaders and prominent practitioners as speakers, and create and deliver events of interest to members. The committee also organizes CFA exam prep resources for local candidates and oversees the awarding of scholarships.

Download Committee Charter

Women's Investment Network (WIN) Community

Chair: Pauline Bell
Board Liaison: Christine Song, CFA

Join a vibrant and dedicated community for professionals whose goal is to assist more women with entering, achieving and growing in the investment field.

We are looking for women who are willing to help source, identify, and recruit potential speakers, develop interesting topics for upcoming events, and encourage more women to join and be active in CFAW.

I'm interested in becoming a WIN Community member

Meet CFAW Leadership

2020-2021 CFAW Officers

Julie Dellinger, CFA

Julie Dellinger, CFA

Board Chair

Tom Selman, CFA

Tom Selman, CFA

Secretary

Richard Holly, CFA, CPA

Richard Holly, CFA, CPA

Treasurer

Matt Malone, CFA

Matt Malone, CFA

Immediate Past Chair

Board of Directors

David Braverman, CFA

David Braverman, CFA

Juan Camilo Echeverri, CFA

Juan Camilo Echeverri, CFA

Victor Krasij, CFA

Victor Krasij, CFA

Anthony Marrelli, CFA

Anthony Marrelli, CFA

Christine Song, CFA

Christine Song, CFA

Ryan Torguson, CFA

Ryan Torguson, CFA

CFAW Staff

Bill Scott, CAE

Bill Scott, CAE

President and CEO

Maria O'Hara

Maria O'Hara

Managing Director, Education & Operations

Jenny Fromen

Jenny Fromen

Marketing & Communications

CFA Institute

CFA Society Washington, DC is a member society of the CFA Institute, which is a global community of more than 140,000 investment professionals working to build an investment industry where investors' interests come first, markets function at their best, and economies grow.

© 2021 CFA Society of Washington, DC

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