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CFASSD (Chartered Financial Analyst Society San Diego) 2019 Board Orientation Meeting 


HoyleCohen was pleased to host the CFA Society San Diego to support their 2019 Board Orientation retreat. Vanessa H. Wieliczko, CFA, CAIA, CFP®, Director of Investments at HoyleCohen and President of the CFA Society San Diego, welcomed nine incoming board members and a dozen committee volunteers to learn about the local Society, its history, its purpose, and the roles and responsibilities of being a board or committee member. The retreat began with a team building session facilitated by Stacy Love, CAE, SPHR®, PHRca®, Executive Director of the San Diego society, and continued with an introduction to governance as it applies to nonprofit organizations.  Finally, the event concluded with breakout sessions facilitated by Michelle Branchini, Managing Director of the San Diego Society to assist all participants in navigating their comprehensive Board Manuals as well as providing a high-level overview of each of their respective committees.  It was a productive, informative, and fun afternoon as CFA Society San Diego celebrated its complement of incoming volunteers and set them on a successful course for continued momentum into their 2020 fiscal year!


CFA Society San Diego promotes the highest ethical standards and professional excellence within the local investment community.  CFA Society San Diego is an association of local investment professionals, consisting of portfolio managers, security analysts, investment advisors and other financial practitioners, that has served CFA charterholders and CFA Program candidates locally since 1962.

The mission of the CFA Society San Diego is to serve the needs of professionals in the investment decision making process by providing a forum for the exchange of information and ideas among its members, by enhancing members’ investment knowledge, and by encouraging high ethical standards and professional conduct among all participants in the investment industry.

CFA Society San Diego is a member society of CFA Institute. There are 150 CFA societies around the world that support the mission of CFA Institute at a local level and provide members with career growth, information exchange, and professional networking opportunities.

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