Lauren McAdams, CAE

Director, Society Relations, Americas Atlanta, Baltimore, Boston, Chicago, Cincinnati, Cleveland, Columbus, Dayton, Detroit, Hartford, Indianapolis, Iowa, Madison, Milwaukee, Minnesota, New York, North Carolina, Philadelphia, Pittsburgh, Stamford, Virginia, Washington, D.C., West Michigan

T: +1 (434) 951-5630

E: lauren.mcadams@cfainstitute.org

Bob Luck, CFA

Director, Society Advocacy Engagement

T: +1 (434) 951-5205

E: bob.luck@cfainstitute.org

Liz DeFreitas

Manager, Society Relations, Americas Alabama, Atlantic Canada, Bahamas, Barbados, Bermuda, Cayman Islands, East Tennessee, Jacksonville, Jamaica, Louisville, Memphis, Miami, Mississippi, Naples, Nashville, Okanagan, Orlando, Quebec, Saskatchewan, South Carolina, South Florida, Tampa Bay, Trinidad & Tobago, Victoria, Winnipeg

T: +1 (434) 951-5684

E: liz.defreitas@cfainstitute.org

Claire Thomas

Manager, Society Relations, Americas Arkansas, Austin, Buffalo, Dallas/Ft. Worth, Hawaii, Houston, Idaho, Louisiana, Maine, Nebraska, Nevada, New Mexico, Oklahoma, Phoenix, Providence, Rochester, Salt Lake, San Antonio, Spokane, Tucson, Vermont

T: +1 (434) 951-4846

E: claire.thomas@cfainstitute.org

Meredith Berry

Manager, Membership
Canada, Eastern US, Midwest US, Southeastern US (except Florida)

T: +1 (434) 951-4826

E: meredith.berry@cfainstitute.org

Luis Grande

Manager, Membership
Atlantic Islands and Latin America, Central and Southwest US, Western US, Florida

T: +1 (434) 954-5572

E: luis.grande@cfainstitute.org

Sharon Holman

Society Operations Specialist, Americas Barbados, Louisville, New Mexico, Oklahoma, Orlando, Tucson, Vermont

T: +1 (434) 951-5621

E: sharon.holman@cfainstitute.org

Melissa Mawyer, CMP

Society Operations Specialist, Americas Bermuda, Buffalo, Cayman Islands, Mississippi, South Carolina, Stamford

T: +1 (434) 951-5289

E: melissa.mawyer@cfainstitute.org

Liz Oakland

Society Relations Coordinator, Americas

T: +1 (434) 951-5551

E: liz.oakland@cfainstitute.org