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BUILDING SOCIETY EXCELLENCE
Your Society Relations Manager is your first point of contact for support, strategy, and resources.
Mike Morgan
Director, Society Relations, Americas
E: mike.morgan@cfainstitute.org
Melissa Adams, CMP
Society Operations Specialist Americas Bermuda, Buffalo, Cayman Islands, Mississippi, South Carolina, Stamford
T: +1 (434) 951-5289
E: melissa.adams@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
Luis Grande
Manager, Society Relations, Americas MembershipAtlantic 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 Manager, Americas
T: +1 (434) 951-5621
E: sharon.holman@cfainstitute.org
Leah Lindauer
Manager, Society Relations, Americas
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
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
Joseph Mello
Society Operations Technical Specialist, Americas
E: joseph.mello@cfainstitute.org
Liz Oakland
Society Relations Coordinator Americas
T: +1 (434) 951-5551
E: liz.oakland@cfainstitute.org
Christopher Stott
Society Operations Specialist, Americas Barbados, Louisville, New Mexico, Oklahoma, Orlando, Tucson, Vermont
E: chris.scott@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
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