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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 bio photo

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

James Bailey CFA

Midwest US Region

Senior Institutional Client Advisor

Cleveland, OH, USA

Philip Graham, CFA

Philip Graham CFA

APAC North and Oceania Region

Independent Consultant and Trustee Director



ashraf bava bio photo

Ashraf Bava CFA

APAC South

Chief Executive, Nael Capital (Pvt) Limited


david smith bio picture

David Smith CFA


Managing Director, Pinnacle Fund Services

Vancouver, BC, Canada

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Bogdan Bilaus CFA


Funds and Portfolios Manager, Qatar National Bank

Doha, Qatar

Member of CFA Society Romania

Kati Eriksson CFA


Head of Investments, Aalto University Endowment


Jennifer Garbowicz

Jennifer R. Garbowicz CFA, CIPM

Southeastern US

Principal, Sabal Trust Company

Member of CFA Society Tampa Bay

Steven Gattuso, CFA

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

Susan Williams CFA

Central and Southwest US

Chief Financial Officer, Tulsa Federal Credit Union

Tulsa, OK, USA

Member of CFA Society Oklahoma

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