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4533 MacArthur Blvd.
Suite # 182

Newport Beach, CA 92660

Phone:
949.400.2190

E-mail:
info@ocsimsf.org

Website:
http://www.cfaocf.org


 

Board Of Trustees

Chair
Krista S. Zipfel, CFA
Advisor Solutions Group, Inc.
(949) 250-1855

Vice Chair
Benjamin C. Lau
Iwamoto Kong
(949) 253-8888

Treasurer
Anthony Relvas
Accenture
(310) 426-5689

Secretary
Michael Rusinas
WM Financial Services
(562) 397-5610

Investment Policy
Committee Chair

Dr. Peter Ammermann
California State University, Long Beach
(562) 985-7526

Fund Raising Chair
Open

Investment Policy Committee

Peter A. Ammermann, Ph.D., Chair
Gideon Bernstein, CFA
Raymond Goldblatt, FIA, CFA
John Kleponis
Mitch Needelman
Timothy Stevens

  Scholarship Committee

Benjamin C. Lau, Chair
Jason New
Dominic Nolan, MBA, CFA
Jordan Winder

  Volunteers

Scott Monroe, CFA
Robert L. Panetti, CFA
Dan Ham, CFA
Khai M. Nguyen
Jane E. Couperus, CFA
Kamila Kowalke

 

© 2005 CFA Society of Orange County Foundation. All Rights Reserved.