CFA SOCIETY BOSTON ANNOUNCES 2022—2023 BOARD OFFICERS AND NEW DIRECTORS
Heather Young, CFA, Elected Board Chair
BOSTON – July 1, 2022 – CFA Society Boston is pleased to announce its newly elected board officers and directors for the 2022-2023 fiscal year.
Heather M. Young, CFA, was elected to the position of chair. Ms. Young is a Vice President and Portfolio Manager at Loomis, Sayles & Company for the bank loan team. She is responsible for co-managing all products and strategies on the Bank Loan Team. In addition to portfolio management, she also builds and implements proprietary risk modeling tools for the bank loan portfolios and spearheads new product creation and development for her team.
Ms. Young began her investment career at Bank of America in the Global Corporate Investment Bank division. Subsequently, she moved on to Columbia Management where she specialized in complex structured products and related financial services companies. Heather has held credit research positions at Loomis Sayles and Breckinridge Capital Advisors and spent time working in the Financial Sponsors Investment Banking Division of Credit Suisse. She has experience in venture capital and worked at Converge where she evaluated technology companies for initial and follow-on investment from seed-stage to Series B financing though an investment fund that she also helped raise. Heather has a BA from Boston University and an MBA from the Massachusetts Institute of Technology.
The following CFA Society Boston members have been elected to serve on the board’s executive committee. Sarah Samuels, CFA, CAIA new vice chair, is a partner at NEPC and oversees the firm's traditional manager research. Prior to joining NEPC, she was managing director at Wellesley College, where she was responsible for the investment of the College’s endowment, including asset allocation, portfolio construction, and manager selection across private markets, public markets, and hedge funds. Asha Mehta, CFA, has been elected Secretary, where she will oversee the membership engagement and development for the society. Ms. Mehta is managing partner and CIO at Global Delta Capital. Andrew Tubman, CFA, was elected to the position of Treasurer. Mr. Tubman is managing director, Endowments and Foundations Strategy, and is responsible for identifying, sharing, and acting upon the major trends occurring within the endowment and foundation marketplace. Rounding out the new slate of CFA Society Boston officers is Peter A. Sullivan, CFA, CPA, Chair, Education and Programs. Mr. Sullivan recently retired from Liberty Mutual, where he was senior vice president for Liberty Mutual Investments.
Three members have been re-elected to serve additional terms as board directors. They are Keon T. Holms, CFA, Managing Director in Cambridge Associates’ Boston office.; Willian D. Krause, CFA, senior portfolio manager in Northern Trust’s Wealth Management practice.; and Bill C. Li, CFA, CAIA, director of portfolio completion strategies at Massachusetts Pension Reserves Investment Management (“PRIM”) Board. One new member has been elected to serve as a board director, Sri Krishnamurthy, CFA, CAP, founder of QuantUniversity, a data and quantitative analysis company. Visit the CFA Society Boston website for a complete listing of society board members and bios.
About CFA Society Boston
CFA Society Boston is a not-for-profit professional society founded in 1946 that has been a point of connection for the Boston investment community, providing an open forum for the exchange of fresh perspectives on industry issues and promoting ethics and integrity. More than 6,000 investment professionals locally and globally are members of CFA Boston, representing over 650 investment firms. 95 percent of CFA Boston members hold the Chartered Financial Analyst designation from CFA Institute. CFA Boston is a founding society of CFA Institute. For more information, visit www.cfaboston.org or contact Renee Russo.
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