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The cornerstone of the CFA Society of Seattle is centered around the
volunteer efforts of its members. The Board of Directors encourages members
to become involved on a committee and assume a pro-active leadership role in
promoting the goals of the Society. Please directly contact the respective
Committee Chairperson below, or call the Society office at (206) 304-5053.
ADVOCACY & PUBLIC AWARENESS
The mission of the Communications Committee is to build membership by creating interest in new markets, to increase visibility and value in existing markets and to enhance employer interest in supporting CFA Seattle activities.
Chair: Bee G. Lim, CFA
Phone: 762-233-4546
Email: bee@beelim.com
BOOK FORUM
Provide quarterly thought-provoking discussions and social interaction via review of selected financial books.
Chair: Brian Harper, CFA
Phone: 404-451-7432
Email: bharper@harperasset.com
CFA LIAISON
To best meet the needs of local CFA candidates by providing information and answering questions about the CFA program, facilitating study groups including the current study course conducted with Seattle University.
Chair: Bart Strayer, CFA
Phone: 425-775-1081
Email: bartstrayer@comcast.net
COMMUNITY OUTREACH
The Community Outreach Committee is a group of CFA Society of Seattle volunteers that seeks to recognize the Seattle community for the benefits that our members receive from it, and who seek to give back to others in our community who are in need. A key activity is to host an annual dinner at a local homeless shelter.
Chair: Roy A. Hamrick, CFA
Phone: 206-441-9911
Email: RAHamrick@hamrickinvestment.com
FORECAST DINNER
The Forecast Dinner Committee plans and produces the Annual Gala Dinner event, which furthers all of the societies objectives including education, networking opportunities, and promotion of the "brand" (Charter and Society).
Chair: Phillip Vitqale, CFA
Phone: 206-436-2300
Email: phillip@filamentadvisors.com
JOB NEWSLETTER/ EMPLOYER OUTREACH
Markets can be inefficient. The goal of the Newsletter is to reduce the informational inefficiencies of our people looking for jobs (our CFA Seattle membership) and the employers in the Seattle area while minimizing costs. Employers pay only $95 for up to a full-page job listing. We, in turn, generally send the Newsletter out to our membership who are interested in a new opportunity in the same day your ad is listed. We continuously strive to improve the process of matching employers and potential new employees, our CFA Seattle members. In year 2008 over 60 Portfolio Manager, Research Analyst, and related professional investment management positions were listed. There are currently over 300 subscribers to the Job Newsletter. Post jobs at https://www.cfaseattle.org/ssfa_cfmfiles/job2/joblisting.cfm
Chair: James Walsh, CFA
Phone: 425-283-1620
Email: jobs@cfaseattle.org
MEMBERSHIP
The mission of the Membership Committee is to maintain the viability of the society through recruitment of new members and the retention of existing members.
Chair: Jay Schembs, CFA
Phone: 206-838-5524
Email: jschembs@zacharyscott.com
PROGRAMS & EDUCATION
The mission of the CFA Society of Seattle Program Committee is to enhance members' investment knowledge and professional practices by providing high quality programming comprised of educational speakers, company speakers, and/or field trips.
Chair: Jeff Lippens, CFA; Rey Santodomingo, CFA; and Rainer Germann, CFA
Phone: 206-628-6510
Email: jeff.lippens@ubs.com; rsantodomingo@paraport.com; and rgermann@paraport.com
PROGRAMS & EDUCATION II
Co-Chair: Geoff Longmeier, CFA
Phone: 206-694-5520
Email: :glongmeier@paraprot.com
SOCIAL
Chair: Andrew Bucher, CFA
Phone: 206-652-8992
Email: Andrew@trinitycapmgt.com
TECHNOLOGY
The mission of the Technology Committee is to efficiently utilize technology to support record keeping, communication and dissemination of information for the CFA Society of Seattle. The committee will serve as liaison with the CFA Institute technology support staff and will inform and advise the Board on issues related to technology that may be relevant to current society activities.
Chair: Lee Thacker, CFA
Email: lthacker@paraport.com
UNIVERSITY RELATIONS
The mission of the University Relations Committee is to facilitate communications and programming with academic institutions and student organizations relating to the memberships' professional interests within the CFA Society of Seattle's geographic domicile.
Chair: Ufuk Ince, CFA
Phone: 206-334-4537
Email: ince.ufuk@gmail.com
VOLUNTEERS
We are always looking for people to assist with developing programs and events, work on the annual Forecast Dinner, help facilitate the CFA review course, and other important roles that make this volunteer organization a success! Most of these tasks do not require a significant time commitment and are a great way to get involved and meet other members.
Chair: Doug Hockersmith, CFA
Phone: 206-623-6641
Email: dhockersmith@pacific-portfolio.com
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