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BUILDING SOCIETY EXCELLENCE

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Society Relations Contacts

Supporting society success

Your Society Relations Manager is your first point of contact for support, strategy, and resources.

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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

Society Operations Specialist, Americas

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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