Leadership & Staff

Brian Madden, CFA

Past Chair

Chief Investment Officer, First Avenue Investment Counsel

Heather Cooke, CFA

Chair

Chair of the CFA Society Toronto Board

Bobby Thompson, CFA

Vice Chair

Waterloo Region Office Managing Partner at KPMG Canada

Sarim Farooqi, CFA

Treasurer

Chief Financial Officer, Haventree Bank

Sebastian Becerra, CFA

Managing Director, RBC Dominion Securities Inc

Garvin Deokiesingh, CFA

Partner, Risk Advisory, KPMG

Audrey Gan, CFA

Senior Vice President, BNY Mellon

Nigel Carpenter, CNE

Vice President of Information Technology & Digital Transformation at Campfire Circle

Jenifer Rush, CFA

Head of Responsible Investing and Manager Research, SLGI Asset Management

Noelle Sargeant

Corporate Advisor & Executive Coach

Derek Walker, CFA

Managing Investment Director for Total Fund Portfolio Management, CalPERS

Minal Upadhyaya, LLB

Secretary

Head of Legal, Capital Group Canada

Fred Pinto, CFA, ICD.D

Chief Executive Officer

Fred Pinto, CFA, ICD.D

Chief Executive Officer

Kenny Chan

Senior Director, Marketing & Communications

Valerie Weddell

Senior Director, Operations

Jenny Yeo

Director, Education & Events

Mary-Margaret Courtney

Senior Manager, Education & Events

Meredith Lowry

Senior Manager, Education and Events

Aaron Ly

Senior Manager, Corporate Relations & Business Development

Alexandra Pegg

Senior Manager, Information Technology

Kiri Kim

Associate, Marketing & Outreach

Sabina Cichy

Manager, Next Gen Programs

Leslie Venturino

Volunteer Relations Manager

Calandra Muller

Manager, Leadership & Board Governance

Jessi-Lyna Wan

Manager, Marketing & Communications

Tania Lewis

Associate, Membership & Operations

Amanda Black

Senior Associate, Education & Events

Breanne Cheeseman

Senior Associate, Education & Events
(On-leave)