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BUILDING SOCIETY EXCELLENCE
Your Society Relations Manager is your first point of contact for support, strategy, and resources.
Lauren McAdams, CAE
Director, Society Relations, Americas (Atlantic Canada, Boston, Calgary, Edmonton, Montreal, New York, Okanagan, Ottawa, Philadelphia, Quebec, Saskatchewan, Toronto, Vancouver, Victoria, Winnipeg)
T: +1 (434) 951-5630
E: lauren.mcadams@cfainstitute.org
Melissa Adams, CMP
Society Operations Specialist, Americas
T: +1 (434) 951-5289
E: melissa.adams@cfainstitute.org
Liz DeFreitas
Manager, Society Relations, Americas (Alabama, Atlanta, East Tennessee, Jacksonville, Louisville, Memphis, Miami, Mississippi, Naples, Nashville, North Carolina, Orlando, South Carolina, South Florida, Tampa Bay, Virginia, Washington, DC)
T: +1 (434) 951-5684
E: liz.defreitas@cfainstitute.org
Luis Grande
Manager, Society Relations, Americas (Argentina, Barbados, Bermuda, Brazil, Cayman Islands, Chile, Colombia, Jamaica, Mexico, Orange County, Peru, Portland, Sacramento, San Diego, The Bahamas, Trinidad and Tobago, Uruguay)
T: +1 (434) 954-5572
E: luis.grande@cfainstitute.org
Sharon Holman
Society Operations Manager, Americas
T: +1 (434) 951-5621
E: sharon.holman@cfainstitute.org
Leah Lindauer
Manager, Society Relations, Americas (Arkansas, Chicago, Cincinnati, Cleveland, Columbus, Dayton, Detroit, Indianapolis, Iowa, Kansas City, Louisiana, Madison, Milwaukee, Minnesota, Nebraska, Oklahoma, St. Louis, West Michigan)
T: +1 (434) 9514874
E: leah.lindauer@cfainstitute.org
Bob Luck, CFA
Director, Society Advocacy Engagement
T: +1 (434) 951-5205
E: bob.luck@cfainstitute.org
Joseph Mello
Senior Society Operations Technical Specialist, Americas
T: +1 (434)-951-5514
E: joseph.mello@cfainstitute.org
Liz Oakland
Manager Society Relations, Americas (Baltimore, Buffalo, Hartford, Maine, Pittsburgh, Providence, Rochester, Stamford, Vermont)
T: +1 (434) 951-5551
E: liz.oakland@cfainstitute.org
Christopher Scott
T: +1 (434)-951-5234
E: chris.scott@cfainstitute.org
Claire Thomas
Manager Society Relations, Americas (Austin, Colorado, Dallas/Fort Worth, Hawaii, Houston, Idaho, Los Angeles, Nevada, New Mexico, Phoenix, Salt Lake, San Antonio, San Francisco, Seattle, Spokane, Tucson)
T: +1 (434) 951-4846
E: claire.thomas@cfainstitute.org
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