Board Member Chat: Navigating Job Roles on Your Career Journey
Thursday, January 25, 2024, from 12:00 PM - 1:00 PM at 101 Federal Street, Suite 502, Boston, MA 02110

Join us on January 25th for a fireside chat with a new CFA Society Boston Board member, Tiffany Hu, CFA, Managing Director at State Street Global Advisors. Starting her career as a Certified Public Accountant (CPA) and a Certified Internal Auditor (CIA) at McGladrey & Pullen, managing auditing financial statements, she transitioned her role from an auditor to the investment industry 15 years ago, first in the internal controls function, then rotated in mutual fund/hedge fund client service and operations, then internal strategy consulting, then investment compliance, then market surveillance, then market data vendors, then…. With all of those pivots along the way in Goldman Sachs, Fidelity, Arrowstreet Capital and now State Street Global Advisors, Tiffany keeps asking the same question, “Is this the right job for me?"

As the line of people’s jobs blurry across the functions and event industry, Tiffany would like to share the learning and takeaways from her 20 years of working experience as a generalist and help CFA Society Boston's current and prospect members to navigate your career journey and carve your own career path! Chief Investment Officer for Flagship Harbor Advisors, and Career Development Committee member, Erik L. Jefferson, CFA, CAIA, CWS, will serve as the moderator for this program, attendees can expect an interactive and dynamic session.

Unable to join us downtown? Register to participate virtually.

Lunch will be provided for in-person registrations only.

Speakers 
Tiffany Hu is a CFA® Charterholder and a Managing Director at State Street Global Advisors (SSGA) and currently is the head of SSGA’s Vendor Management, responsible for overseeing the firm’s Third Party Risk Management (TPRM) program and managing market data vendors. Prior to SSGA, Tiffany worked at Arrowstreet Capital, Fidelity, and Goldman Sachs Investment Management division in a variety of compliance, risk, business controls and consulting roles. Tiffany started out her career as a Certified Public Accountant (CPA) and a Certified Internal Auditor (CIA) at McGladrey & Pullen, managing auditing financial statements audit and performing internal controls engagements. 

Tiffany earned an MBA in Finance, Strategy and Entrepreneurship from Kellogg School of Management at Northwestern University, and an MA in Asian Studies and a Master of Accountancy from University of Illinois Urbana Champaign, and a BA in Chinese Literature from Peking University. She is a member and a Board of Director of the CFA Society of Boston, a member of the Executive Committee of the Boston Economic Club, and a member of Boston Committee on Foreign Relations.

Erik L. Jefferson, CFA, CAIA, CWS is the Chief Investment Officer for Flagship Harbor Advisors, an independent RIA headquartered in Boston, founded in 2010. In his role Erik oversees the design and implementation of the firm's CORE Portfolios in addition to developing a variety content to support advisors and clients regarding macro-economics, capital markets and thought leadership.  Additionally, Erik is a Managing Partner of TrestleBridge Capital, LLC a boutique financial planning firm offering a concierge wealth management experience to a small number of personal clients.

For the last decade Erik served as a consultant with LPL Financial (NASDAQ: LPLA) initially as a voting member within their asset management division and subsequently as a Regional Vice President where he was a frequent presenter at conferences, promoting the firm's full suite of holistic planning capabilities.

A graduate of Trinity College in Hartford, CT, Erik earned his Bachelors degree with focus on Economics & Sociology and was an All-NESCAC Offensive Lineman on the Varsity Football Team.  Erik is a Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA) and Certified Wealth Strategist (CWS), he also holds securities licenses through LPL Financial, including General Securities Representative (Series 7), Uniform Securities Agent State Law Examination (Series 63) and Uniform Investment Adviser Law Examination (Series 65) as well as Life, Accident, and Health insurance license's.

Outside of the office Erik enjoys the occasional round of golf, spending time on the water and most of all exploring the city with his wife MaryAnn, their two children and puppy Lewis.  After spending roughly a decade in Boston's North End, and a brief stay in New Jersey, Erik now resides in Canton, MA with his family.

In-Person Registration Pricing 
Member Registration | $20.00
Candidate Member Registration | $20.00
Student Member Registration | $10.00
Non-Member Registration | $40.00

Virtual Registration Pricing

Member Registration | Complimentary
Candidate Member Registration | Complimentary
Student Member Registration | Complimentary
Non-Member Registration | $10.00

Date/Time/Location 
Date & Time: Thursday, January 25, 2024, from 12:00 PM - 1:00 PM (check in starts at 11:30 AM)

In-Person Location: CFA Society Boston Offices - 101 Federal Street, Suite 502, Boston, MA 02110
Virtual Location: Zoom webinar link

Passport Program 
Members of any CFA society may attend at the CFA Society Boston member rate. If you are only a member of CFA Institute, you do not qualify for the Society member rate.

Registration 
Members can register by logging into their Boston specific account. If you do not receive a confirmation email, please ensure you have completed the entire checkout process. Non-members and CFA Society Global members must create an account, or log into their Boston specific account, to register for this program. Confirmation details will be sent following registration.

To create an account please follow these steps:

1. Please create an account
2. Once your account has been created, go to the home page and select the event.
3. Scroll to the bottom of the page to register yourself.
4. Proceed through the ‘cart’ to process your payment or complimentary $0.00 program fee.
5. You’ll receive an email confirming your payment and registration.

Meeting Safety and Responsibility Policy
All registrants and attendees of all CFA Society Boston programming agree to the Meeting Safety and Responsibility Policy. The CFA Society Boston Meeting Safety and Responsibility Policy includes the following:  

• Personal Safety and Security
• Unacceptable Behavior
• Responsible Drinking
• Privacy Policy
• Zero-Tolerance

Click here to view the complete Meeting Safety and Responsibility Policy.