Presidents Council Representatives (PCRs)

 

Serving our mutual membership: The Presidents Council is made up of a chair and an elected representative from each society region. These PCRs facilitate communication between member societies and the Board of Governors.

 

 

Presidents Council Chair
Todd Lowe, CFA
Parthenon LLC
9900 Corporate Campus Dr., Suite 2100
Louisville, KY 40223
USA
Tel: +1 (502) 327-5660
Fax: +1 (502) 327-6232
Chair@pcr.cfasociety.org

 

Asia Pacific Region
Mohammad Shoaib, CFA
Chief Executive Officer
Al Meezan Investment Management Ltd.
Ground Floor, Block B, Finance & Trade Centre
Shahrah E Faisal
Karachi 74400 Pakistan
Tel: +92 (21) 3563 0801
Fax: +92 (21) 3563-0800
AsiaPacificPCR@pcr.cfasociety.org

 

Canadian Region
Janine C. K. Guenther, CFA
Regional Director
TD Waterhouse Private Investment Counsel Inc.
P.O. Box 10054
700 West Georgia St. 18th Floor
Vancouver British Columbia V7Y 1B6
Canada
Tel: +1 (604) 654-0357
Fax: +1 (604) 633-2351
CanadianPCR@pcr.cfasociety.org

 

Eastern United States Region
John Robert Pugh Jr., CFA
President
Insight Wealth Management, Inc.
7250 Heritage Village Plaza, Suite 101
Gainesville, VA 20155
USA
Tel: +1 (703) 753-6082
Fax: +1 (703) 753-7218
EasternUSPCR@pcr.cfasociety.org

 

Europe, Middle East, and Africa Region - East
Attila K. Koksal, CFA
Standard Ünlü Menkul Değerler A.Ş.
USO Center Buyukdere Cad. No 61 Kat 9
Maslak Istanbul
Turkey 34398  
Tel: +90 (212) 330-0202
EMEAEastPCR@pcr.cfasociety.org

 

Europe, Middle East, and Africa Region - West
Tom Joski, CFA
Managing Director, Europe
Broadmark Asset Management, LLC
No. 362
8 Shepherd Market
London, UK W1J 7JY
Tel: +44 (7768) 734193
EMEAWestPCR@pcr.cfasociety.org

Midwestern United States Region  
Richard A. Clemens, CFA
President
Hawk Investment Management
5764 Hawley Ct.
Dublin, OH  43017
USA
Tel: +1 (614) 657-7797 
Fax: +1 (614) 889-0998
MidwesternUSPCR@pcr.cfasociety.org 

 

New York United States Region    
Nanci D. Morris, CFA
80 Huron Drive
Chatham, NJ 07928
USA
Tel: +1 (973) 635-2557
Fax: +1 (973) 635-3742
NewYorkUSPCR@pcr.cfasociety.org

 

South Central United States, Latin and South America Region    
Sharon L. Criswell, CFA
Director
ALM First Financial Advisors, LLC
6688 N. Central Expy., Suite 200
Dallas, TX 75206
USA
Tel: +1 (214) 987-0860 x116
Fax: +1 (214) 987-1052
SouthCentralAmericasPCR@pcr.cfasociety.org

 

Southeastern United States and Caribbean Region  
Ralph H. Lehman, CFA
Vice-President and Portfolio Manager
First Tennessee Bank, Trust Division
800 South Gay Street, 5th Floor
Knoxville, TN  37929
USA
Tel: +1 (865) 971-2619
SoutheasternAmericasPCR@pcr.cfasociety.org

 

Western United States Region  
Jason Bell, CFA
Vice President
Senior Investment Manager
Wells Fargo Private Bank
1512 Eureka Road, Suite 300
Roseville, CA 95661-3865
USA
Tel: +1 (916) 788-4705
Fax: +1 (916) 7884524
WesternUSPCR@pcr.cfasociety.org