Executive Committee

Name Company

Functional Role

Domenic D'Ginto, CFA PNC Bank President
Lucy Momjian, CFA Vanguard Vice President
Mark Byers Wilmington Trust Vice President
Barry Missett, CFA Strategem Wealth Management Vice President
Kristen Boling, CFA SEI Investments Secretary
James Rowley Jr., CFA Vanguard Treasurer



Board of Directors

Name Company

Functional Role

Barry Missett, CFA Strategem Wealth Management Education Co-Chair
Brian Lauzon, CFA Delaware Investments Global Interdependence Center
Chris Tidmore, CFA Butchers Hill Capital LLC Education
Daken Vanderburg, CFA Chartwell Investment Partners University Outreach
David Brune, CFA Haverford Trust Membership Chair
David Shepherd, CFA Monadnock Capital Management Events Chair
Dominic D'Ginto, CFA PNC Bank Volunteers / Strategic Plan
Dr. Herbert Taylor Federal Reserve Bank of Philadelphia Communications Chair
Erik Hagar, CFA The Vanguard Group Public Awareness
George Montgomery, CFA Montgomery Investment Technology Technology - iMIS
James Rowley Jr., CFA The Vanguard Group Treasurer / CFAP Org Chair
John Neff, CFA T B Partners Distinguished Investors
Joyce (Shuoqi) Li, CFA Marvin & Palmer Associates Website
Kristen Boling, CFA SEI Investments Secretary, CFA Organization Committee Chair
Lucy Momjian, CFA The Vanguard Group Education Co-Chair
Maggie Creed, CFA Wilmington Trust Outreach Chair
Mark Byers Wilmington Trust Career Services Chair
Paul Emata, CFA PNC Bank Delaware CFA Institute Liason
Vladimir (Val) de Vassall, CFA Glenmede Investment Management Quantitive Strategies
Walter Lenhard, CFA The Vanguard Group Technology



Committees

  • The Events Committee delivers all of our regular programs such as the monthly Luncheon events, the annual Forecast Dinner and periodic Social Events.
  • The Education Committee provides Professional Development services for members plus CFA examination guidance for candidates. Member PD includes member to member “teaching” plus awareness / encouragement for the CFA Institute’s voluntary PD Program and its emphasis on lifetime learning. CFA Candidate services includes partnering with prep course providers facilitating candidate study groups and conduction mock examinations.
  • The Membership Committee sponsors new members and encourages interested members to serve as volunteers.
  • The Media and Communications Committee delivers the quarterly newsletter, manages the website and maintains the Society’s public awareness.
  • The Career Services Committee delivers the annual Career Development Day plus maintains the job posting link on the website.
  • The Outreach Committee develops and maintains relationships with Employers (CFA awareness), Universities (Global Research Challenge and CFA awareness). High Schools (investment education) and CFA Institute & Local Societies (share ideas).
  • The CFAP Organization Committee coordinates internal functions such as technology, bylaws, strategic planning and operational considerations not directly related to any other Committee function.

 

Organizational Chart

Click here for a copy of the Organization Chart in Powerpoint format.