| Leadership |
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Officers  PRESIDENTMatthew A. Goetzke, CFA
Mendota Financial Group, LLC
Phone: 608.223.9211
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VICE PRESIDENT
Jeremy Whitish, CFA
CUNA Mutual Group
Phone: 608.628.6858
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SECRETARY Thompson Investment Management, Inc. Phone: 608.827.5700 This e-mail address is being protected from spambots. You need JavaScript enabled to view it
TREASURER Drew Justman, CFA Madison Investment Advisors, Inc. Phone: 608.216.9184 This e-mail address is being protected from spambots. You need JavaScript enabled to view it BOARD OF DIRECTORS
Scott Anderson, CFA
Noel D. Goeddel, CFA
Matthew A. Goetzke, CFA Phil Hannifan, CFA
Brian Hellmer, CFA
Drew Justman, CFA
Scott D. Opsal, CFA
Jason Pall, CFA
Jason Stephens, CFA
Steve Sprindis, CFA
Jeremy O. Whitish, CFA
David Villa, CFA
Committee Chairs
UNIVERSITY OUTREACH
Brian Hellmer, CFA Hawk Center for Applied Security Analysis, Wisconsin School of Business This e-mail address is being protected from spambots. You need JavaScript enabled to view it MEMBERSHIP
Phil Hannifan, CFA American Family Insurance This e-mail address is being protected from spambots. You need JavaScript enabled to view it
PROGRAMMING Jeremy Whitish, CFA and Drew Justman, CFA
CUNA Mutual Group and Madison Investment Advisors, Inc.
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PUBLIC AWARENESS / OUTREACH Jason Pall, CFA
UW Credit Union
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STRATEGIC PLANNING American Family Insurance This e-mail address is being protected from spambots. You need JavaScript enabled to view itSPONSORSHIP
Steve Sprindis, CFA
Noel Group
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Scott Anderson, CFA 2009-2010
Noel David Goeddel, CFA 2008-2009
Michael Warmuth, CFA 2006-2008
Jonathan L. Schuster, CFA 2005-2006 Jan Cliff, CFA 2004-2005
Mark Prusha, CFA 2003-2004
Betty Kepley, CFA 2002-2003
Annette Hellmer, CFA 2001-2002
Lois A. O'Rourke, CFA 2000-2001
Jeffrey T. Matthias, CFA 1999-2000
Marilyn Holt-Smith, CFA 1998-1999
John B. Stiefel, CFA 1997-1998
Raymond F. Unger, CFA 1996-1997
Thomas S. King, CFA 1995-1996
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Upcoming Events
- The INVESTIndiana Equity Conference
September 09, 2010 - “Back From the Brink: How We Survived the Financial Crisis and What It Means for the Future”
September 14, 2010
- Pilgrimage to Warren Buffett’s Omaha: A Hedge Manager's Dispatches from Inside the Berkshire Hathaway Annual Meeting
October 21, 2010
CFA Institute Press Releases
- Margaret E. Franklin, CFA to Chair CFA Institute Board of Governors
- CFA Institute Announces June 2010 Worldwide CFA Exam Results
- Investment Professionals Who Pass Level II of the CFA Exams to Be Exempt from New...
- Universidad del Pac?fico Signs Agreement to Become the First CFA Program Partner in Per?
- Perception of Financial Market Integrity Improves in Japan
