Board of Directors
Theodore S. Jablonski, Jr., CFP® - Chairman
Ted joined the CFA Society of San Francisco in 1998 and began as a volunteer on the Corporate Programs Committee in 2000. He was nominated and elected to the Board in 2002 and Chaired the Corporate Programs Committee, and later Chaired Employer Outreach, a position he held until 2007. During this period, and after an eighteen-month review by a CFASF Board task force, the Society moved deliberately to establish an independent public non-profit, the Bay Area Financial Education Foundation, to carry out its charitable intent. Ted served as President of the Foundation from 2007-2014.
In honor of his volunteer efforts in 2013, Ted received a Presidential Volunteer Service Award presented by the Corporation for National and Community Service. The President's Council on Service and Civic Participation was established in 2003 to recognize the valuable contributions volunteers are making in our communities and to encourage more people to serve. The Council created the President's Volunteer Service Award program as a way to thank and honor Americans who, by their demonstrated commitment and example, inspire others to engage in volunteer service.
Professionally, he is a wealth management advisor with twenty-five years experience dedicated to providing clients with an individually tailored approach to investment planning and management.
Cameron A. Crisman, CFA - President
Mr. Crisman has been a volunteer with the Bay Area Financial Education Foundation since 2009, most recently serving on the Advisory Board. He has over 10 years of experience in securities analytics and portfolio management, with a focus on concentrated equity and option strategies. He privately manages assets as an Active Portfolio Manager for individual client accounts, and has been the CFO and Portfolio Manager for Petit Teton Foundation since its inception in 2010. He is on the board of directors of the Petit Teton Foundation, and has been a partner with Petit Teton Farm since 2008, active in all aspects of building the small farm business. Cameron received BA’s in Asian Studies and Japanese from California State University, Sacramento in 2002, and is an active member of the CFA Society of San Francisco.
Conrad Herrmann, CFA - Vice President & Secretary
Conrad Herrmann recently retired from his role as senior vice president and director of U.S. Growth Portfolio Management for Franklin Equity Group. Mr. Herrmann was the lead portfolio manager for the flagship all-cap growth strategy for Franklin Equity Group, including the Franklin Flex Cap Growth Fund. He also served as back-up manager in an advisory role on a number of other growth portfolios. Mr. Herrmann first joined Franklin in the summer of 1988, working as an intern on the Marketing Department. He joined Franklin full time in the investment advisory group as a quantitative equity analyst in 1989. That year, he also became a fundamental research analyst, specializing in the analysis of the electronic technology sector. Initially involved in the creation of the Franklin Flex Cap Growth Fund, he became the lead manager in July 1993.
Prior to joining Franklin Templeton Investments, Mr. Herrmann was a vice president of Aquila Management, a mutual fund group in New York City. He joined the firm in 1983 as a fixed-income analyst. Mr. Herrmann earned his B.A. degree from Brown University and an M.B.A. from Harvard Business School. He is past president and member of the CFA Society of San Francisco and a member of the CFA Institute. Mr. Herrmann is a Chartered Financial Analyst (CFA) Charterholder.
Salina Yeung - Treasurer
Salina Yeung is currently serving as CFO and CCO at Union Square Investment Company. Previously, she was Principal at Hall Capital Partners LLC and a Senior Relationship Manager in the firm's Portfolio Management practice. Her responsibilities include development and implementation of investment strategy, portfolio reporting, and general client services. Ms. Yeung joined the firm as an Associate in 2000. She was promoted to Vice President in 2005 and Principal in 2010. Prior to joining the firm, Ms. Yeung worked as the Director of Finance for Tukman Capital Management Company, and was a manager in the financial reporting group at The Charles Schwab Corporation. She was also a manager at Arthur Andersen L.L.P., where she specialized in the financial industry group. Ms. Yeung serves on the Finance Committee of the Asian Pacific Fund, and has served on the Board of Financial Women of San Francisco.
Mark Fredenburg, CFA - Director
Mark P. Fredenburg joined Wells Fargo in 2006 and is currently a Senior Investment Manager in the San Francisco Private Bank office. Mark has over 28 years of experience in financial services and has been a Portfolio Manager and Equity Analyst for 20 years. He works with some of the largest relationships in the Private Bank and is responsible for managing investment portfolios for wealthy individuals, trusts and foundations. Mark is a member of the Equity Sector Allocation Committee and the Financial Services Equity Research Team. He began his career with the Federal Reserve and spent four years in international banking before becoming a Portfolio Manager. Mark holds a B.S. in Business Administration and an M.A in International Economics from the University of San Francisco. Mark also serves as Adjunct Professor of Finance at the University of San Francisco. Mark joined the BAFEF Board of Directors after serving several years as the liaison to USF for BAFEF's Merit Award Program.
Michael Gandy, CFA - Director
Mike is a Vice President and Wealth Advisory Team member at MSCI Inc., a publicly traded company (NYSE: MSCI) and a leading global provider of investment decision support tools including indexes, portfolio risk and performance analytics. In his capacity at MSCI, Mike works with ETF based Asset Managers and Wealth Advisors in the Western United States to support and educate around MSCI products & services. Prior to joining MSCI in 2014, Mike worked at BNY Mellon Beta & Transition Management, a global provider of asset management solutions, for nine years in both their San Francisco and London office where he was responsible for managing the US and EMEA Client Services teams for their Institutional and Sovereign Wealth clients. Mike is a CFA Charterholder and is a member of both CFA Institute and CFA San Francisco. Mike holds an MBA from the Marshall School of Business and dual Bachelor of Science degrees in both Accountancy and Business Administration. Mike is a married to his lovely wife, Katherine, and has two beautiful twin children, Ryan and Charlotte.
Sharon Hayman, CFA - Director
Sharon Hayman is Head of Relationship Management for Jackson Square Partners. Sharon joined Jackson Square Partners (JSP) in January 2015 as head of relationship management. Prior to joining JSP, she was with Matthews International Capital Management from December 2012 to January 2015, where she was responsible for the firm’s relationship management efforts. From 2006 to 2012, Hayman was head of financial institutions client services at Delaware Investments. From 1994 to 2000, she held various roles at Delaware Investments, beginning in the internal audit department and later in the fund product management area. From 2000 to 2006, she was with Gartmore Global Investments, where her product management experience included working with sub-advisory and offshore funds. Hayman earned an MBA in marketing and finance from Drexel University and a bachelor’s degree in management from Gettysburg College.
John T. Hyland, CFA - Director
Mr. John T. Hyland is former Chief Investment Officer at United States Commodity Funds LLC where he also served as Portfolio Manager. A 28 year veteran of the investment management industry, Mr. Hyland is a well known speaker on the topics of commodity investing as well as the ETF industry. Prior to joining United States Commodity Funds LLC in January 2008, Mr. Hyland founded Towerhouse Capital Management which developed and managed funds for non-US mutual fund families. He was also a Director of Research and Portfolio Manager at CB Richard Ellis Capital Markets where his team focused on REITs and CMBS investing. Mr. Hyland received his undergraduate degree from the University of California, Berkeley. He is a Chartered Financial Analyst and Past President of CFA Society San Francisco and the San Francisco Bond Club.
Jim Keene, CFP®, CFA - Director
Jim Keene, CFA, is the Managing Member of Atherton Consulting Group, LLC. He is an experienced and successful investment management leader and coach with over twenty-five years experience in wealth management, venture leasing and commercial real estate investing. Jim was responsible for $2 billion in assets and motivating and directing 75 employees at Wells Fargo Private Bank. He negotiated over $200 million in commercial real estate debt transactions and managed an initial portfolio of $140million of venture leases. He also teaches Alternative Investments in a Master’s Degree Program at the University of San Francisco. He is co-author of a book entitled Retire on the House: Using Real Estate to Secure Your Retirement published by Wiley & Sons, Inc. He holds a B.S. in Business from Syracuse University where he graduated magna cum laude. He also holds an M.S. in Management from the Stanford University Graduate School of Business. Jim is a Past President of the CFA Society of San Francisco, President Emeritus of The Wellness Community and was President of his class at Stanford Graduate School of Business. He is the lucky and proud father of twin girls, Amira and Aysha.
Tina Marchetti - Executive Director
Ms. Marchetti is President and CEO of Lotus Management Company, an nonprofit management company headquartered in the North Bay. With over twenty years experience managing nonprofit organizations, Ms. Marchetti has served as executive director for the Occidental Center for the Arts, the Benicia Tree Foundation, the CFA Society of San Francisco, the Financial Planning Association of San Francisco; the American Camping Association, Northern California Section; California Landscape Contractor's Association, North Coast Chapter; and the International Association for Financial Planning, North Bay Chapter. Prior to forming Lotus Management Company, Ms. Marchetti was a senior account executive with VK Association Management, where she worked with many associations including The Bay Area Film/Tape Council; The Outplacement Institute, and The American Liver Foundation. Tina lives in West Sonoma County.
Karen Blodgett, CFP®
Karen Blodgett is Director of Wealth Management and Principal of Aspiriant. Karen joined Aspiriant as an Associate Financial Planner in 2003 and in January 2008 she was named Principal and elected to Aspiriant’s Board of Directors. Her areas of expertise include financial planning, executive compensation issues, and retirement planning. Prior to entering the financial planning profession, Karen worked in marketing for several major packaged goods organizations including PepsiCo and Nestle, as well as Bay Area start-ups Excite@Home and Sega.com. She began her career in 1986 as a compensation and benefits consultant with Hewitt Associates. Karen is a member of the Financial Planning Association (FPA) and currently serves on the San Francisco chapter’s Board of Directors, leading their scholarship program as part of the Career Path Committee. Karen attended Dartmouth College, where she earned a BA degree in Mathematics and Computer Science (Magna Cum Laude, Phi Beta Kappa) and an MBA from The Amos Tuck School of Business at Dartmouth. She completed the Personal Financial Planning Program at University of California-Berkeley in June 2003 and earned her Certified Financial Planner credential in May 2005.
Sam Kirkland, CFA, CAIA
Sam Kirkland is a Research Director and Senior Vice President within Global Manager Research (GMR), a division of Wells Fargo Investment Institute. The GMR team selects and oversees the third-party money managers used throughout Wells Fargo’s Brokerage, Wealth Management, Abbott Downing, and Institutional Retirement businesses (WBR). In his role, Mr. Kirkland serves as the asset class lead for passive strategies and also covers Liquid Alternative and Real Asset strategies. He also manages the team’s research support group which oversees the team’s advanced analytics, technology, tools and data.
Prior to joining Wells Fargo, Mr. Kirkland was the research manager for The Open Finance Network, an open architecture managed account platform provider serving high-net-worth advisors and family offices. From 2005-2009 he also served as an adjunct professor of finance within the Belk College of Business at the University of North Carolina at Charlotte.
Mr. Kirkland earned both a Masters of Business Administration and a Bachelors of Science in Finance from the University of North Carolina at Charlotte. He is a CFA® Charterholder, Chartered Alternative Investment Analyst (CAIA) charter holder. Mr. Kirkland is a Board Member and Treasurer of the San Francisco Bond Club, a member of the Advisory Board of the Bay Area Financial Education Foundation and member of the CFA Society of San Francisco. He currently holds a FINRA Series 7 and Series 63 license and resides in San Francisco.
Jane Lopus, Ph.D.
Jane Lopus is Professor of Economics and Director of the Center for Economic Education at California State University, East Bay. She holds an undergraduate degree from the University of Michigan, Ann Arbor, and a Ph.D. in economics from the University of California, Davis. She teaches a variety of courses focusing on macroeconomics, and her research interests lie in economic education. Jane is widely published in the field of economic education research and has also written many economics curriculum materials. A former high school economics teacher, she has conducted seminars and workshops in 15 former communist and developing countries to train teachers to teach market-based economics. She was named the Cal State East Bay Outstanding Professor in 2006 and has received national awards for both research and leadership in economic education from the National Association of Economic Educators. She was a Fulbright Scholar to Romania in 2010 and is a founding board member of the Global Economic Education Alliance, a non-profit organization dedicated to promoting economic and financial literacy worldwide.
Keith McWilliams, CFA, CFP
Keith McWilliams is head of West Coast region for Evercore Wealth Management. Keith joined Evercore in 2012 and was previously the founding partner of Mt. Eden Investment Advisors, directing all aspects of the firm's strategy and serving as the chief investment officer and lead wealth strategy advisor. Keith has over 25 years of experience in wealth management.
Prior to founding Mt. Eden in 2004, he was a managing director at Weiss, Peck & Greer, responsible for the firm's West Coast private client group. Previously, he worked at Scudder, Stevens & Clark. Keith earned his BA in Economics from UC Berkeley and his MBA from the UCLA Anderson Graduate School of Management. He holds the Certified Financial Planner license and the Chartered Financial Analyst designation. He serves on the boards of the Mills Peninsula Hospital Foundation, San Francisco Estate Planning Council and the San Francisco Symphony Youth Orchestra Committee. He is a member of the Mills Peninsula Hospital Foundation Philanthropic Council, an Advisory Board Member of the Bay Area Financial Education Foundation and a member of The San Francisco Foundation Professional Advisors Council. Keith is a past President of the CFA Society of San Francisco, past board member of CuriOdyssey at Coyote Point and the Cypress String Quartet.
Scott Nance, CAIA
Scott Nance is Head of Business Development for ImpactAssets. He holds the Chartered Alternative Investment Analyst designation.
Wade Pitts is Managing Director at Fort Point Capital Partners, LLC. Prior to joining Fort Point Capital Partners, Wade was a Vice President at TD Ameritrade Institutional. Wade graduated from Cornell University.
Hank Pruden, Ph.D.
Hank Pruden is a Professor of Finance at Golden Gate University in San Francisco, and President of the Technical Securities Analysts' Association. Hank holds a BS in Business from CSU Chico, an MBA from UC Berkeley and a Ph.D. (Honors) in Marketing from the University of Oregon. He has been teaching at Golden Gate University since 1976 and joined the faculty full-time in 1993.
Kim Pugh is Founder of YurPath Solutions, a consulting practice that helps companies increase revenue by uncovering customer insights and developing processes. Prior to launching YurPath, Kim spent 30 years in corporate America at Wells Fargo and at BNY Mellon. As a Senior Vice President, Kim frequently built and managed groups from the ground up and has delivered results in areas ranging from customer experience and product design to sales & business development, operations management and process consulting.
In 2015, a program created by Kim received an Innovation Award nomination from the Association for Corporate Growth and she has received numerous corporate awards for designing and implementing new products and operational workflows and for increasing website adoption, product cross sell and productivity.
Kim earned her Master of Business Administration and her Bachelor of Arts in Economics from the University of Pittsburgh. She is a member of a number of organizations and most notably is a Board of Director’s Member of Accelerated Corporate Growth (ACG), a Board of Director’s Member of the Financial Women of San Francisco (FWSF), and a member of the American Marketing Assn. She enjoys as hobbies travel, the arts and history.
Tanya Steinhofer, CFA, CFP
Tanya Steinhofer is Principal of Redwood Grove Wealth Management. Tanya is a Certified Financial Planner (CFP®) and Chartered Financial Analyst (CFA) with over 15 years of diverse investment industry experience, including expertise in real assets (e.g., real estate, commodities) and sustainable/socially responsible investing (SRI). She is passionate about helping women and families with young children with their finances. Her prior experience includes several years as a Senior Research Analyst and Investment Advisor at a local independent wealth management firm. She began her investment career as an equity research analyst covering real estate investment trusts (REITs), first on the sell-side for Goldman Sachs in New York and then on the buy-side for a dedicated REIT money manager. In addition to her professional experience, she is an active non-profit volunteer, with an emphasis on financial literacy for non-profits such as Women’s Initiative for Self-Employment and Junior Achievement. She serves on the advisory board of the Bay Area Financial Education Foundation. She is a Past President of the Financial Planning Association of San Francisco and a member of the CFA Society of San Francisco. Her education includes both a BA and an MBA from UC Berkeley. Her passions outside of work and family include running, cycling, skiing, gardening and traveling.
Brett Villaume is Senior Vice President and Director of Investor Relations for Opus Bank.
Lillian Conrad-Decker, CFA
Ms. Conrad-Decker's professional experience includes such positions as Vice President and Senior Portfolio Manager at First Interstate Bank where she managed the Northern California trust investment division. She then moved to the International Private Banking division to manage domestic security portfolios for clients of the bank. Lillian served as President of the CFA Society of San Francisco in 1990, and was instrumental in developing the successful Education Program of the Society including "Fundamentals of Investing", a popular seminar course offered by the Society for many years; and a Pre-CFA I seminar to prepare liberal arts graduates for the rigors of CFA I exams. Ms. Conrad-Decker has most recently been involved in two entrepreneurial enterprises, one her personal venture to offer seminar instruction to entry-level professionals sponsored by local CFA Societies nationwide; and the next as part of a successful start-up financial services firm (Paymap Inc) that offered innovative electronic payment services to banks nationwide. Ms. Conrad-Decker served as a member of the Board of Directors for BAFEF from 2009-2014.
Curtis N. Smith, CFA
Mr. Smith has a BA in Economics from Beloit College and an MBA in Finance from the University of San Francisco. He holds the Chartered Financial Analyst designation and is a Past President of the Security Analysts of San Francisco (now known as CFASF). Mr. Smith served as Treasurer and a Board Member of the Bay Area Financial Education Foundation from 2009-2015. He has worked in the private equity area for Strategic Investment Solutions since 1997 and currently works directly with public and corporate pension plans, as well as high net worth clients. Prior to joining SIS, he was employed at Union Bank of California, where he managed a portfolio of closely-held businesses and illiquid assets.
Robert B. Thompson, CFA
Mr. Thompson served as an Officer and Board Member of the Bay Area Financial Education Foundation from 2007-2017. He recently retired as a Vice President & Portfolio Manager for Dodge & Cox. He received his A.B. degree from Stanford in 1971, served as a U.S. Navy submarine officer, and then returned to Stanford to obtain his M.B.A. in 1977. He worked in the fixed income departments of three major securities firms and as a principal of a small San Francisco-based investment management firm. He joined Dodge & Cox in 1992. He is a shareholder of the firm, a CFA charterholder, a Chartered Investment Counselor, and a past president of the CFA Society of San Francisco. Mr. Thompson has also served on other volunteer boards, including as a Director of the United Way of the Bay Area and as a trustee of Mills College in Oakland.
Nelson S. Weller, CFA
Mr. Weller has spent some fifty years in the equity investment arena. In addition to being a past president of the Security Analysts of San Francisco, he has served as president of the Commonwealth Club, Trustee of the University of California-Berkeley Foundation, the University of Montana Foundation and the Santa Rosa Junior College Foundation. Nelson is General Partner of WELLCO MANAGEMENT, and owns Longview Vineyards with his wife Jane in Alexander Valley. Mr Weller served on the Board of Directors for BAFEF from 2008-2011.
Matthew Winter, CFA
Mr. Winter served on the BAFEF board of directors from 2009-2010. Mr. Winter is a Portfolio Manager/Analyst at Bottom Up Investments, LLC. He has served on the Board of Directors of the CFA Society of San Francisco and holds the Chartered Financial Analyst designation. Mr. Winter has an undergraduate degree from the University of California at Santa Barbara and a MBA degree at the University of Chicago's Booth School of Business with concentrations in Finance, Accounting, Economics and General Management.