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Office of the CEO

Fred Pinto, CFA

Chief Executive Officer & Director

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Fred Pinto is CEO of CFA Society Toronto. Fred is responsible for CFA Society Toronto's overall strategic direction and management. Core to this mandate is continuing to deliver outstanding member value, promoting high ethical standards in the investment industry and increasing the visibility of the charter with multiple key stakeholders. He sits on the Board of Directors of CFA Society Toronto. Fred brings over 25 years of leadership experience in the Asset and Wealth Management industry and also sits on other Boards and Advisory Councils.

Fred holds a BA (Honours) from the University of Toronto, an MBA from the Richard Ivey School of Business at Western University and received his ICD.D designation.

Casey Pope, CAE

Manager, Leadership & Project Support

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Operations & IT

Norma Summers

Chief Operating Officer

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Norma Summers is Chief Operating Officer at CFA Society Toronto. She is responsible for overall leadership, guidance and direction of daily operational activities at the Society’s management office including oversight on technology resources, tactical marketing, reputation management, and providing direction, strategy and support for society’s governance, nominations, finance and audit portfolios.

Working to develop long-term and short-term strategies, goals, policies/procedures, program/service evaluation, Norma supports the board chair in development initiatives including by-law interpretation and development and board development. Norma has 15+ years of experience in association and not-for-profit management. 

Valerie Weddell

Director, Operations 

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Valerie is primarily responsible for organizational effectiveness through contribution to the development and implementation of organizational strategies, policies and practices. She plays a critical role in overall operations including technology, policy and procedure development, and projects in support of operational initiatives for the Society. Val has over 20 years of experience in a variety of roles in the non-profit sector.
 
 

Alexandra Pegg

Information Technology Manager

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Alexandra is responsible for managing CFA Society Toronto’s technology infrastructure and all technology related projects. Her responsibilities include administration and maintenance of the society’s membership database and website, help desk functionality and performing data analysis. Alexandra serves as the main point of contact on all IT-related matters and liaises with outsourced vendors for hardware and software issues.  Alexandra has over 16 years of experience in project management, help-desk, training and network administration.  She earned her B.A. and B.Ed. from York University as well as a Diploma in Network Administration.

Karin Koo

Office & Membership Administrator

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Karin is the first line of contact for our members and anyone connecting with CFA Society Toronto.  She is also responsible for facilitating and coordinating office operations to ensure organizational effectiveness and efficiency within the office.  She has 5+ years of administrative and 15+ years of customer service experience.

  

Nyssa Lawson

Candidate & Awards Administrator

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Member Events & Experience

Jenny Yeo

Director, Member Events and Experience

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Jenny is responsible for the strategic direction and oversight of the Society's member events, programs and member community engagement initiatives. Her management portfolio includes the following areas and respective teams: education and events, mentorship programs, the Society's publication (The Analyst), volunteer relations, and other initiatives that enhances member value, stakeholder engagement, and our impact as the leading global member society. Jenny has over 18 years of experience in the non-profit and event management sectors. 

Meredith Lowry

Senior Manager, Education and Events

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Leslie Venturino

Volunteer Relations Manager

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Leslie Venturino is CFA Society Toronto’s Volunteer Relations Manager. Leslie’s goal is to enhance volunteer experiences and to strengthen volunteer structures, and systems to support overall strategic objectives.  Leslie is responsible for the management of CFA Society Toronto’s Volunteer Relations’ programs, projects, and initiatives, including implementation, stewardship, and evaluation processes.   She has 20+ years of diverse experience in the non-profit sector.  

Patty MacPherson, CMP, CAE

Education and Events Associate

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Patty is the staff liaison for the following Society Programming Committees: Corporate Finance, Industry Relations & Corporate Governance, Institutional Asset Management, and Private Wealth Management. She is responsible for planning and delivering a broad range of events to support the evolving professional development needs of our members. She also provides event management support for the local CFA Institute Research Challenge & Awards Reception as well as various member recognition programs. Patty is a Certified Meeting Professional (CMP) and Certified Association Executive (CAE). 

 

Ha Viet Ha, CFA, FRM

Education and Events Associate

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Ha is responsible for supporting a diverse range of Society member services, programs, and benefits.  She is the staff liaison for: Mentorship Committee (mentorship programs and resources), Member Communications Committee (connecting with members via The Analyst), and Professional Development Committee (soft and technical skills offerings).  Ha also develops tailored programs for segmented member audiences and oversees the Society's Private Equity Bootcamps. Ha is a CFA charterholder and holds FRM designation.

Marketing & Business Development

Kenny Chan

Director, Marketing & Communications

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Kenny leads the Marketing & Communications and Sponsorship departments at CFA Society Toronto. Focused on enhancing member engagement and corporate partnerships, he develops and implements strategic marketing objectives as they relate to achieving the Society's vision. Kenny has over 15 years of experience as an award-winning association executive and publisher, specializing in marketing, content, public relations, and strategy.  
 

Aaron Ly

Corporate Relations Manager

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Aaron is responsible for developing and implementing strategies for corporate engagement and the stewardship of the Society’s sponsors. He works to identify and secure cross-industry prospect opportunities with organizations that share a common interest with our members. Aaron also works to foster opportunities with various stakeholders to support the Society’s overall operations, Career Centre services, and our professional development program. With experience in the private, not-for-profit, and public sectors, Aaron has a strong understanding of effective stakeholder engagement.

Jessi-Lyna Wan

Marketing & Communications Manager

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Jessi-Lyna is responsible for the overall marketing and communication plans for both internal and external stakeholders. She works to develop, implement, and measure the success of marketing and communications efforts. Jessi-Lyna works closely with every department to effectively market and communicate the Society's events, activities, and services for its members.