Board Officers

Chair

Deepika Sharma, CFA

BlackRock
2020-2022

Deepika Sharma, CFA, Director, is an investment professional in the Manager Research team in Multi Asset Strategies & Solutions. The Multi-Asset Strategies & Solutions (MASS) team is the investment group at the heart of BlackRock’s portfolio construction, asset allocation, and active management ecosystem. MASS draws on the full toolkit of BlackRock’s index, factor, and alpha-seeking investment capabilities to deliver precise investment outcomes and cutting-edge alpha insights. MASS constructs active asset allocation strategies and whole portfolio solutions across a wide spectrum of commingled funds, separate accounts, model portfolios, and outsourcing solutions in the wealth and institutional channels.

Prior to joining BlackRock in 2017, she was Portfolio Manager and Managing Director of Investments at Astor Investment Management LLC, a quantitative boutique asset manager, where she managed $2bn in assets. She has previously worked on the Fixed income Proprietary Desk at Nomura, as well as in macro strategy at Roubini Global Economics. Deepika began her career as an Analyst on the Structured Credit Desk at Lehman Brothers.

Deepika serves as Chair on the Board of Directors at CFA Society New York, one of the largest CFA Institute societies globally. She holds a Masters in International Finance at Columbia University.

Vice Chair

Thomas Brigandi, CFA

Moody’s Investors Service
2021-2023

Thomas Brigandi, CFA, is a Lead Analyst in the Global Project and Infrastructure Finance Group at a Credit Rating Agency (CRA), where he is responsible for a portfolio of 34 power, toll-road, airport, port, water, wastewater, natural gas pipeline and project finance credits that collectively have over $15 billion of debt outstanding. Brigandi also serves on a CRA’s public pension steering committee, ESG Americas working group and formerly served on the veteran recruiting sub-committee. Brigandi previously worked at the ~$200bn NYC Pension Fund, where he focused on energy and natural resources and reported directly to the chief investment officer. Brigandi has served as Chair of the Board of Directors of the CFA Society New York (CFANY), one of the largest CFA Institute Society globally, and currently serves as Vice Chair of the Board of Directors. Brigandi, the CFA Institute Inaugural Global Outstanding Young Leader and CFANY’s 2016 Benjamin Graham Distinguished Service Award recipient, has organized over 90 in-person CFA Society conferences globally that were attended by over 16,000 investment professionals, in addition to over 35 virtual conferences that reached an audience of over 6,000 participants. These events featured over 350 senior asset owner and investment consultant speakers who represent organizations that collectively oversee or advise on more than $75 trillion in fiduciary assets, in addition to over 200 senior asset manager speakers who represent firms that collectively manage in excess of $30 trillion in assets. Brigandi, the founder of CFANY’s Asset Owner SeriesGlobal Policymakers SeriesEmerging and Frontier Market Series, Financial Services Employment Outlook Series, Putting Beneficiaries First Series and Global Infrastructure Conference Series, leads a team of several hundred investment professional volunteers globally. While serving as the Director of Global Volunteers of the American Foundation for African Children’s Education, Brigandi organized the NASDAQ Closing Bell Ceremony on September 23, 2011, hosted for the President of Sierra Leone. Brigandi maintains over 14,000 connections ‎on LinkedIn and holds a Bachelor of Science in Finance, Accounting and Economics from the Macaulay Honors College (MHC) at the City University of New York. Brigandi received the college’s inaugural Alumni Pioneer Award and serves on the MHC Foundation Board of Directors as Treasurer. Finally, Brigandi is a Coro Leadership New York civic leadership training program participant.

Secretary

Kelly Ye, CFA

IndexIQ
2021-2023

Kelly Ye, CFA, is Director of Research at IndexIQ, a wholly owned subsidiary of New York Life Investment Management. She oversees research and new product development across IndexIQ ETF family. Before joining IndexIQ, Kelly is Director and head of Quantitative Investment Strategy in New York Life Investment Management’s Strategic Asset Allocation Team. Kelly joined NYLIM in 2015 from Goldman Sachs Asset Management where she was the head quant on the credit investment team. She was responsible for all bottom up and top down research models as well as portfolio construction tools. Prior to that role, Kelly was a senior Fixed Income Quant Strategist in Goldman Sachs credit trading desk covering various Fixed Income instruments including Bank Loans, Invest Grade and High Yield corporate bonds, Credit Default Swaps and Municipal bonds. Kelly began her career as a Credit Derivative Structurer at BNP Paribas, designing structured credit solutions for institutional and private bank clients. Kelly has a dual Master’s degree in Operations Research and Financial Engineering from Massachusetts Institute of Technology and a B.S. in Applied Math from Peking University in China.

Treasurer

Andrew Gordon Auslander, CFA, FRM

Agile Financial LLC
2021-2023

Andrew Auslander, CFA, FRM, has over 25 years of experience in the global financial markets. He has spent half his career as an enterprise risk manager experienced in developing risk frameworks to support overall business strategy for asset management, private banking, and investment banking. During this time, he managed market, traded credit, counterparty credit, liquidity, operational, vendor, and model risks. He was a repo and securities lending trader for twelve years for global firms Salomon Brothers and BNP Paribas.

Andrew earned a Bachelor of Science degree from the United States Merchant Marine Academy. He holds a Master of Science degree in Computer Science and Information Systems from Rensselaer Polytechnic Institute and studied Finance at New York University’s Stern School of Business. Andrew is a CFA Charterholder and a Financial Risk Manager (FRM) certified by the Global Association of Risk Professionals. Mr. Auslander holds FINRA Series 7, 24, and 63 licenses.

Sanjay Arora, CFA, CMA, ACA

Raymond James
2019-2021

Sanjay Arora, CFA, CMA, ACA, is a Managing Director: Institutional Fixed Income Capital Markets at Raymond James Financial Inc. (listed “RJF”) and has over twenty-five years of global experience. He was re-elected to the Board of Directors this year and was formerly Vice Chairman of Institutional Asset Management Group.

Arora spent a decade in Bahrain, starting his professional career with PricewaterhouseCoopers and later as CFO for one of the largest local investment company. He was appointed by Morgan Keegan & Co, owned by Regions Financial (listed “RF”), at their head office in Memphis, TN to expand their Institutional Fixed Income Capital Markets. Raymond James bought Morgan Keegan and Arora was relocated to New York. Arora is Chartered Accountant, Cost& Management Accountant, Certified Management Accountant and CFA charterholder.

Amelie Derosne, CFA

Société Générale
2021-2023

Amelie Derosne, CFA, has been with Société Générale since 2007, and currently serves as a Vice President on the Emerging Markets and US corporate repo trading desk. Prior to serving in her current capacity, Derosne worked within Société Générale’s emerging markets fixed income and currencies desk, as well as within the equity derivatives proprietary trading group as a programmer for several algorithmic trading desks. Derosne has served as Vice Chair of CFANY’s Membership Committee between 2015 and 2017 and has played a leading role as a volunteer for the CFANY’s Asset Owners Series. Since 2015, the Series has hosted C-Level investment executives from asset owner organizations that collectively have over $35 trillion in assets under management or advisory. Additionally, Derosne chaired the 2019 and served on the 2016 CFANY Nominations Committee and has been a member of CFANY’s Global Investment Thought Leadership Group since 2013. Derosne has assisted in the organization of over 25 CFANY events, which were attended by over 2,500 investment professionals. Derosne holds a BS and a Masters Degree in Finance from the Institut Superieur du Commerce de Paris, an MBA from Louisiana Tech University and a micro masters in Data, Economics and Development Policy from MIT. Derosne is a CFA charterholder.

Katrina Dudley, CFA

Franklin Mutual Series
2021-2023

Katrina Dudley, CFA, is a Senior Vice President, Investment Strategist and Portfolio Manager at Franklin Mutual Series a deep value investment manager, founded in 1949, part of NYSE listed Franklin Resources, Inc. with over $1 trillion of assets under management. Prior to joining Mutual Series, Ms. Dudley worked at Federated Investors, Inc and Ernst & Young LLP. Ms. Dudley has a passion for advocating for women in investment management. She is the author of the introduction to the Vault Career Guide to Mutual Funds, and her upcoming book, co-authored with Columbia Business School Adjunct Professor Carr, “Undiversified: The Big Gender Short in Investment Management”, will be published in Spring 2021.

Ms. Dudley earned an M.B.A. from New York University’s Stern School of Business, a Law degree (with first class honors) and a Commerce degree from Bond University (Australia), and an Associate of Science degree (Computer Science) from the University of the People. Within her community, she is Vice Chair of the Board of The Children’s Village, a $100 million revenue social services organization. She is a member of the AEI Leadership Network, a Guest Lecturer at the Columbia Business School and the Stern School of Business and a frequent market commentator on Bloomberg and CNBC.

Kevin J. Maxwell, CFA

CenterSquare Investment Management
2021

Kevin J. Maxwell, CFA, is a Managing Director and Head of Capital Markets at CenterSquare Investment Management where he focuses on leading business development efforts for the firm’s private real estate, listed real estate, and listed infrastructure investment strategies, developing new investor relationships across the institutional marketplace including consultants, public and private sector pension funds, Taft-Hartley plans, family offices, foundations and endowments. Prior to joining CenterSquare, Kevin was with Nuveen, a TIAA company, where he held the position of Managing Director of Advisory Services and led real asset marketing in the Eastern United States. Prior to Nuveen, he held a leadership position in the marketing group at Lasalle Investment Management. Mr. Maxwell holds a B.S. in Accounting from the University of Illinois at Urbana-Champaign and an MBA in Finance from Northwestern University. He is a CFA charterholder, and previously served as Treasurer on CFANY’s Board of Directors.

Marya Ann Savola, CFA, MBA

Customers Bank
2021-2023

Marya Ann Savola, CFA, MBA, is a Vice President and Portfolio Manager at Customers Bank in Fund Finance. Prior to Customers Bank, she worked at JPMorgan Chase & Co. from 1999 to 2020 within client relationship teams in corporate banking, capital markets, middle market banking, and business banking providing treasury solutions, credit financing, capital markets and asset management capabilities. Her sector experiences include healthcare services, alternative investment management, private equity, and professional services. Prior to JPMorgan Chase & Co., she worked at investor relations agency, The Financial Relations Board Inc. in Chicago, as a Market Intelligence Specialist from 1994 to 1997. While studying at Northwestern University as an undergraduate student, she worked during summer internships, at Bear Stearns & Co. (now JPMorganChase & Co.) in Chicago in 1991, and at The Federal Reserve Bank of Chicago in 1992.

Marya earned a Bachelor of Arts in History from Northwestern University and a Master of Business Administration in Finance and Accounting from the William E. Simon Graduate School of Business Administration, University of Rochester. She is a CFA charterholder, a member of CFA Institute, and on the Board of Directors of the CFA Society of New York. She serves as chairperson of the Audit Committee and of the Nominations Committee of the CFA Society of New York. She is also a board member of the Simon Women’s Alliance at the University of Rochester, a member of China Institute in New York, and a member of the Finnish American Chamber of Commerce in New York.

Leo Schmidt, CFA

2021

Leo Schmidt, CFA, has been an institutional investor for over 20 years. Most recently, he was a Senior Equity Analyst for the Chubb Corporation for 10 years where he was responsible for all analysis on a $2 billion 90 stock portfolio. The Chubb equity portfolio had an outstanding record with over 200 basis points of outperformance versus the S&P 500 on a 10, 5, 3 and 1 year(s) basis. Prior to the Chubb Corporation, he worked at Advent Capital Management where he was a Consumer Analyst for Convertibles Strategies, including Balanced and Arbitrage as well as long-short high yield. He also worked as a Consumer analyst at a $20 billion Nuveen managed accounts fund. He began his investing career at Reich & Tang Capital Management, focused mainly on pension plans and endowments, where he was a generalist. He graduated from Columbia University, Cum Laude, Phi Beta Kappa, with a double major in Economics and History. He earned an MBA from NYU with a double major in Accounting and Finance. He has served as Chair of CFA Society New York’s Institutional Asset Management interest group since 2016 and was named CFA Society New York’s Volunteer of the Year in 2020. He is married with one child and resides in Manhattan, NY. He is currently starting up a new equity fund with Robert Witkoff, former Chief Investment Officer at Chubb.

Sammy Suzuki, CFA

AllianceBernstein
2020-2022

Sammy Suzuki, CFA, is Co-Chief Investment Officer of Strategic Core Equities at AllianceBernstein (AB). He has been managing the Emerging Markets Strategic Core Portfolio since its inception in July 2012, and the Global, International and US portfolios since 2015. Sammy has managed portfolios for well over a decade. From 2010 to 2012, he also held the role of Director of Fundamental Value Research, where he managed 50 fundamental analysts globally. Prior to managing portfolios, Sammy spent a decade as a research analyst. He joined AB in 1994 as a research associate covering the capital equipment industry, and then became an analyst covering the technology industry. Sammy became portfolio manager in 2004. From 1998 to 2004, he served as senior research analyst for the global automotive industry. Before joining the firm, Sammy was a consultant at Bain & Company. He holds a BS in materials science and engineering and a BS in finance (both magna cum laude) from the University of Pennsylvania.

Evelyn Yeow, CFA

American Century Investments
2019-2021

Evelyn Yeow, CFA, is an investment analyst at American Century Investments. In her role, she provides fundamental equity research and analysis for the emerging markets equity team. Prior to this, she was an investment analyst at John Hsu Capital Group, an institutional asset management firm, where she worked alongside the CIO on Asian equity investing. She earned a bachelor’s degree in mathematics from City University of New York. She is a CFA charterholder and a member of the CFA Institute.

Ms. Yeow has been an active volunteer at the CFA Society New York (CFANY) since 2015. She has served various leadership positions including the Chair/Vice Chair of the Career Development group and a member of the Nominations Committee, and played a leading role from the early stages of the Asset Owners Series. In recognition of her integral role in the organization, she was awarded the 2016 CFANY Young Investment Professional Award.

Jonathan Prin, CFA

Greylock Capital
2020-2021

Jonathan Prin, CFA, is a Portfolio Manager and Director of Research at Greylock Capital, a hedge fund focused on emerging markets distressed debt. Prior to joining Greylock, he was a portfolio manager and member of the Global Fixed Income Group at JP Morgan Asset Management. At JP Morgan, Mr. Prin was responsible for managing and trading emerging market high yield corporate debt portfolios. Prior to joining JP Morgan, he was a credit analyst at Bear Stearns Asset Management. Previously, Mr. Prin was a research analyst in the Leveraged Finance Department of Credit Suisse First Boston, as part of an Institutional Investor-ranked group. Mr. Prin has a B.A. in from the University of Pennsylvania, and received his CFA charter holder designation in 2009.

Sameer Jagetia, CFA

CFA Society New York

Sameer Jagetia, CFA, joined CFA Society New York as the Chief Executive Officer in October 2020. Prior to joining CFA Society New York, Mr. Jagetia co-founded the tech startup company Robuzz, a machine learning and natural language processing company. In 2010, Mr. Jagetia acquired REDBOOKS, an award-winning sales intelligence platform. In 2018, he successfully managed the sale of REDBOOKS in a private equity backed transaction and spun off IP from the business to create Robuzz. From 2003-2009, Mr. Jagetia served as Vice President of Investments with TCS Capital Management, and from 2001-2003, he was part of the Global Communications Group at Salomon Smith Barney. Mr. Jagetia has been a CFA Charterholder since 2007 and a long-standing member of CFA Society New York. He earned his B.S. and B.A. in Finance/Economics from the Wharton School of the University of Pennsylvania.

Karen E. Boroff, PhD Seton Hall University 2012-2015

Karen E. Boroff, PhD, is a professor in the Department of Management at the Stillman School of Business. Previously, she was on a one-year assignment as a visiting professor at the United States Military Academy. She was also the dean of Seton Hall University’s Stillman School of Business from 2000 to 2010. Under her leadership, the school was recently reaccredited by the premier accrediting agency of business schools, the AACSB, and was also awarded the prestigious accounting accreditation. She initiated the development of a code of conduct for the Stillman School, as well as a lecture series focused on integrity in business practice. During her tenure, the school opened its Trading Room, Seton Hall Sports Polling Center, and Entrepreneurship Center. The school tremendously increased its international outreach, especially with excellent colleges in China. The school has earned national distinctions for its undergraduate and graduate programs, as cited in such rankings as Bloomberg, BusinessWeek, US News and World Report, Entrepreneurship 2.0, and the Princeton Review. In January 2008, the school earned the Council on Higher Education Accreditations award on Institutional Outcomes Assessment. Boroff earned a PhD in business from Columbia University, an MBA from Lehigh University and a BS in industrial and labor relations from Cornell University.

*Richard G. Campbell 1937-38 *Richard B. Jones 1938-39 *Eugene J. Habas 1939-40 *Howard F. Vultree 1940-41 *Marshall Dunn 1941-42 *Wm. Hamilton Swartz, CFA 1942-43 *Lucien O. Hooper, CFA 1943-44 *Charles Tatham Jr. 1944-45 *N. Leonard Jarvis 1945-46 *Pierre R. Bretey 1946-47 *Shelby C. Davis, CFA 1947-48 *Glenelg P. Caterer, CFA 1948-49 Joseph M. Galanis, CFA 1949-50 *John W. Spurdle 1950-51 Jeremy C. Jenks, CFA 1951-52 *Marvin Chandler 1952-53 *Sidney B. Lurie 1953-54 *William R. White 1954-55 *Nathan Bowen 1955-56 *W. Sturgis Macomber 1956-57 Nicholas E. Crane 1957-58 *Ralph A. Rotnem, CFA 1958-59 Lawrence R. Kahn 1959-60 Edward S. Wilson 1960-61 Donald B. Macurda 1961-62 *Edward R. Holt 1962-63 *Gerald L. Wilstead 1963-64 *Thomas H. Lenagh, CFA 1964-65 *Todd G. Alexander 1965-66 Raymond W. Hammell, CFA 1966-67 *Jane L. Brett 1967-68 Sidney R. Winters 1968-69 Philip E. Albrecht, CFA 1969-70 Robert D. MacMurdy, CFA 1970-71 Stanley A. Nabi, CFA 1971-72 David Norr, CFA, CPA 1972-73 Peter J. DeAngelis, CFA 1973-74 Arthur K. Carlson 1974-75 Herbert E. Goodfriend 1975-76 Dave H. Williams, CFA 1976-77 John S. Chalsty 1977-78 Gary J. Burkhead, CFA 1978-79 H. Kent Atkins, CFA 1979-80 Leon G. Cooperman, CFA 1980-81 Hilton McCrea Jervey, CFA 1981-82 *J. Kendrick Noble Jr., CFA 1982-83 Robert G. Heisterberg, CFA 1983-84 Bernadette B. Murphy, CMT 1984-85 Charles S. Comer, CMT 1985-86 Robert W. Radsch, CFA 1986-87 John J. McCabe 1987-88 A. William Bodine 1988-89 Andrew Gray III 1989-90 Everett G. Titus III 1990-91 Guy G. Rutherfurd Jr., CFA 1991-92 George E. Austin., CFA 1992-93 A. Michael Lipper., CFA 1993-94 *Penelope O. Adelmann, CFA 1994-95 *William A. Hayes 1995-97 Vincent C. Catalano 1997-99 John J. McCabe 1999-01 Jeffrey L. Evans 2001-03 Dodge O. Dorland, CMT 2003-07 Jan Jackrel, CFA 2007-09 Nanci D. Morris, CFA 2009-11 Kathy A. O’Connor, CFA 2011-13 Mark Ukrainskyj 2013-2015 Alex Urdea 2015

*Deceased

Board Job Descriptions

Nominations Committee