OFFICERS
President
Matthew K. Underwood, CFA, CAIA
Vice President
Sumali Sanyal, CFA
Secretary
Lauretta “Retz” Reeves, CFA
Treasurer
Casey Baum, CFA
Past President
Brittany Priester, CFA
Executive Director
Sheri Gillette
Committee Chairs
Candidate Outreach
Eliot Zalevsky, CFA
Governance
Lauretta “Retz” Reeves, CFA
Membership
Sheri Gillette
Outlook Dinner
Sam Kirby, CFA
Technology
Open
CFA Programming
Sumali Sanyal, CFA
Research Challenge
Harrison Gillette, CFA, CFP
University Relations
Bobby Lamy, PhD, CFA
Regional Chairs
Charlotte
Jake Liu, CFA
Triad
Lisa Weiss, CFA
Triangle
Michael Hakerem, CFA
Contact Us
Board of Directors
Matt Underwood, CFA
Sumal Sanyal, CFA
Lauretta "Retz" Reeves, CFA
Joyner Edmundson, CFA
Brittany Priester, CFA
Lauretta "Retz" Reeves, CFA
Erik Keener, CFA
Bobby Lamy, PhD., CFA
Sam Kirby, CFA
Nirup Sahoo, CFA
Lisa Weiss, CFA
Michael Hakerem, CFA
Jake Liu, CFA
Casey Baum, CFA
Advisory Board
Greg Beuris, CFA
Daryl Bible, CFA
Peter Cera, CFA
Jim Dunn
Mike Fields
Gene Hoots
Linsey Lebowitz Hughes
Scott Matheson, CFA
Mark McNabb PhD, CFA
John Mebane, CFA
Bob Millikan, CFA
Angela Moss
Mark Paccione, CFA, CFP, BFA
Christopher Pavese, CFA
Mark Roberts, CFA
Judson Russell PhD, CFA
John Simms PhD, CFA
Chip Snively, CFA
Mark Spaulding, CFA
Andrea Szigethy
Ashby Watts, CFA
Mark Yusko
Past Presidents
William R. Ludwick 1970-1971
William P. Raiford Jr. 1972-1973
H. Vernon Winters, CFA 1973-1974
George A. Garey Jr. 1974-1975
James A. Clark 1975-1976
M. Carlyle Kinlaw Jr., CFA 1976-1977
Edward C. McMillan III 1977-1978
Frank R. Hooper 1978-1979
Dianne D. Cobb, CFA 1979-1980
Glenn I. Williamson, CFA 1980-1981
Edward Eloy Doolan 1981-1982
R. Hatten Hodges Jr., CFA 1982-1983
John G. Mebane Jr., CFA 1983-1984
M. Campbell Cawood, CFA 1984-1985
P. Lawrence Wingate, CFA 1985-1986
Marc J. Durica, CFA 1986-1987
Richard W. McEnally, CFA 1987-1988
David B. Gilbert, CFA 1988-1989
Joel A. Millikan, CFA 1989-1990
William H. McLean 1990-1991
Glenn Andrews, CFA 1992-1993
Malcolm M. Trevillian, CFA 1993-1994David Estes Webb, CFA 1994-1996
B. Kemp Dolliver, CFA 1996-1997
Robert E. Pike, CFA 1997-1998
Michael J. Gaona, CFA 1998-2000
James E. McDonald Jr., CFA 2000-2001
Erin Plowden Leonard, CFA 2001-2002
Robert F. Millikan, CFA 2002-2003
Kevin M. Kuuskvere, CFA 2003-2004
Barbara B. Shyloski, CFA 2004-2005
T. Ashby Watts IV, CFA 2005-2006
Mark A. Spaulding, CFA 2006-2007
Brad F. Dalton, CFA 2007-2008
Vance L. Horner II, CFA 2008-2010
Christopher R. Pavese, CFA 2010-2012
Chris Aprill, CFA 2012-2014
John Maddison, CFA 2014-2016
Clint Sorenson, CFA, CMT 2016-2019
Mark Paccione, CFA, CFP, BFA 2019-2021
Brittany Priester, CFA 2021-2023
