CFA Society Board Leadership

CFA Society Hartford Leadership

Board Structure

The Society is led by a Board comprising the President, Secretary, Past President, Treasurer and directors who meet regularly to provide oversight and to ensure proper governance of the Society’s activities.  Each director chairs a committee.  Committees include Programs, Research Challenge, University Relations,  Professional Development, Financial Literacy, Membership (CFAs and Candidates), Advocacy, Signature Events (Forecast Dinner and New CFA Charterholders), Investment, and Ethics,
 

Get Involved

The CFA Society Hartford is seeking new board members and volunteers.  Please consider getting involved.

Past Presidents

CFA Society was established in 1953.  View a list of our past leadership.

Past Presidents

Current Board Members

Richard Razza
President & Governance Chair
Richard Razza, CFA, CCIM
Webster Bank
Joe Baccash
Treasurer & Finance Committee
Joe Baccash, CFA
Cigna
Yi Wei

Secretary & Volunteer Chair
Yi Wei, CFA
Agribank

Jim Newman
Past President  | Financial Literacy
James Newman, CFA, CFP
Gottfried & Somberg Wealth Management, LLC
Raymond Bovich
Director | Private Wealth Program Chair
Raymond Bovich, CFA,
Wooster Square Advisors, LLC Group
Lyn Farris
Director | Membership & Candidates Chair
Lyn Farris, CFA, CIFM
The Hanover Insurance Group
Ian Green
Director | Signature Events Chair
Ian Green, CFA
Gateway Financial Partners
Benjamin Lavine
Director | Programs Chair
Benjamin M. Lavine, CFA, CAIA, RICP
Freedom Investment Management
Jordan Marino
Director | University Relations & Research Challenge
Jordan Marino, CFA, CAIA
Connecticut Capital Management Group, LLC
Sean McCaffery, CFA

Director | Professional Development Chair (Emerging Leaders/Career Development)
Sean McCaffery, CFA
Fiducient Advisors

Michael Rickett, CFA, CFP
Director | Events & Advocacy/Ethics Chair
Michael Rickett, CFA, CFP
Gateway Financial Partners

Staff

Rebecca Taylor
Executive Director
Rebecca Taylor
Heather Conley
Social Media Director
Heather Conley