Presidents Council Representatives

Serving our mutual membership: The Presidents Council is made up of a chair and an elected representative from each society region. These PCRs facilitate communication between member societies and the Board of Governors.

Aaron Brown CFA

Presidents Council Chair

Manager, Treasury & Deputy City Treasurer, City of Calgary

Member of CFA Society Calgary

Simon Cawdery CFA

Atlantic Islands and Latin America

Director, Helix Advisory Services Ltd.

Cayman Islands

James Bailey CFA

Midwest US Region

Senior Institutional Client Advisor

Cleveland, OH, USA

Philip Graham CFA

APAC North and Oceania Region

Independent Consultant and Trustee Director

Australia

+61-420-976-512

Ashraf Bava CFA

APAC South

Chief Executive, Nael Capital (Pvt) Limited

Pakistan

David Smith CFA

Canada

Managing Director, Pinnacle Fund Services

Vancouver, BC, Canada

Bogdan Bilaus CFA

EMEA East

Funds and Portfolios Manager, Qatar National Bank

Doha, Qatar

Member of CFA Society Romania

Kati Eriksson CFA

EMEA West

Head of Investments, Aalto University Endowment

Finland

Jennifer R. Garbowicz CFA, CIPM

Southeastern US

Principal, Sabal Trust Company

Member of CFA Society Tampa Bay

Steven Gattuso CFA

Eastern U.S. Region

Portfolio Manager, Courier Capital Corporation

Richard Mundinger CFA

Western US

Principal, Portfolio Manager, RMH Investment Management LLC

Member of CFA Society Tucson

Susan Williams CFA

Central and Southwest US

Chief Financial Officer, Tulsa Federal Credit Union

Tulsa, OK, USA

Member of CFA Society Oklahoma