Leadership

Our officers and board members are experienced professionals in the field

OFFICERS

Brittany Priester, CFA
CFA Society North Carolina President

President
Brittany Priester, CFA

Matthew K. Underwood, CFA, CAIA,
Vice President of CFA Society of North Carolina

Vice-President
Matthew K. Underwood, CFA, CAIA

Sumali Sanyal, CFA
Secretary of CFA Society North Carolina

Secretary
Sumali Sanyal, CFA

Joyner Edmundson, CFA, CPA
Treasurer of CFA Society North Carolina

Treasurer
Joyner Edmundson, CFA, CPA

Mark Paccione, CFA, CFP, BFA
Past President of CFA Society North Carolina

Past President
Mark Paccione, CFA, CFP, BFA

Sheri Gillette,
Executive Director of CFA Society North Carolina

Executive Director
Sheri Gillette

Committee Chairs

Candidate Outreach
Nirup Sahoo, CFA

Governance
Open

Membership
Sheri Gillette

Outlook Dinner
Sam Kirby, CFA

CFA Programming
Matthew Underwood, CFA, CAIA

Research Challenge
Erik Keener, CFA

Technology
Open

University Relations
Bobby Lamy, PhD, CFA

Regional Chairs

Charlotte
Stephen Miller, CFA, CFP

Triad
Lisa Weiss, CFA

Triangle
Ranjit Thomas, CFA

Contact Us

Contact Us

Board of Directors

Joyner Edmundson, CFA, CPA
Erik Keener, CFA
Sam Kirby, CFA
Bobby Lamy, PhD, CFA
Stephen Miller, CFA, CFP
Mark Paccione, CFA, CFP, BFA
Brittany Priester, CFA
Nirup Sahoo, CFA
Sumali Sanyal, CFA
Ranjit Thomas, CFA
Matthew Underwood, CFA, CAIA
Lisa Weiss, CFA

Advisory Board

Greg Beuris, CFA
Daryl Bible, CFA
Peter Cera, CFA
Jim Dunn, CFA
Mike Fields
Gene Hoots
Lisey 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   1993-1994
David 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