CFA Society Colorado - Board of Directors

About Us

President Daniel Katz UBS Financial Services	Vice President Peter Quinn Helm Investment Management
Treasurer William Douthat Wells Fargo Securities, LLC	Secretary Lisa Marie M. Snyder Wells Fargo Private Bank
Advocacy Jane Yevgeniya Sagalovich Scale Your Genius	Director Jordan Kunz Colorado Financial Management
Director Ivan V. Sichkar Culver Investment Company, LLC	Audit Stephanie Bullington OFI Global, Inc.
Membership Peter Keilman The Milestone Group	Programs Kathryn Ann Greene True Wealth Advisors
Social James Chassaing Selerity, Inc.	Education Amy Boyd Wagner Wealth Management
Sponsorship Edward Durica Johnston & Associates, Inc.