New Members & Charterholders



Jawad Ahsan, CFA
Jacob Joseph Angst, CFA
James Avelar, CFA
Ryan Bachur, CFA
Mara Leslie Badali, CFA
Sean Baker, CFA
Mayur Pradeep Bakhai, CFA
Scott Michael Batzold, CFA
Andrew Belastock, CFA
Aaron Arthur Benedict, CFA
Mitchell Benoit, CFA
Ashutosh Bhardwaj, CFA
John Bissell, CFA
John Clifton Bogle, CFA
Andreane Bolduc, CFA
Kyle Jerod Bramble, CFA
Conway Edward Brian, CFA
Elliot Maxwell Bruce, CFA
Nathan Goodwin Bryant, CFA
Matthew Buckley, CFA
Andrew Raymond Burzumato, CFA
Jose Antonio Caballero Ciciolli, CFA
Brendan Calamito, CFA
YILIN CAO, CFA
Isaac Bernard Carp, CFA
Cole Christian Carpenter, CFA
Paul Andrew Centauro, CFA
Raymond Dak Ming Chow, CFA
Ngo Ying Fiona Chow, CFA
MESUT CINGILLIOGLU, CFA
Carolina Scott Concannon, CFA
Matthew Dorrian Condon, CFA
David Michael Corn, CFA
Matthew Smith Curran, CFA
Robert Curran, CFA
Andrew Henry Halsey Dana, CFA
Nicklas Jerome Deliberto, CFA
Neha Dhar, CFA
Glen Donovan, CFA
Zachary Thomas Driscoll, CFA
Mevilton Melroy D'souza, CFA
Sean Dubois, CFA
Westley Dupray, CFA
Jonathan Edmond, CFA
Michael William Englert, CFA
Stephen Evangelista, CFA
Paul Falvey, CFA
David Fang, CFA
Lillian Elizabeth Fayerweather, CFA
robert domenico federico, CFA
Kevin Flynn, CFA
Thomas Scott Fownes, CFA
Kristopher Oscar Frank, CFA
Jessica Fry, CFA
taylor Jason fucci, CFA
Jia Geng, CFA
Pavan Kumar Ghattyvenkatakrishna, CFA
Fernando Dacol Gil, CFA
Zekarias Habtemichael, CFA
Ryan Hartung, CFA
Gavin James Hartzog, CFA
Mane Harutyunyan, CFA
Anna Hastings, CFA
Brendan Patrick Heaney, CFA
Ryan Christopher Hogan, CFA
Michael DeForest Howard-Johnson, CFA
Jonathan Reed Hurvitz, CFA
Jake William Jaeger, CFA
Austin Jennings, CFA
Huaijie Ji, CFA
Kyle Anthony Johnston, CFA
Samuel Louis Juliano, CFA
Basudde William Sebutemba Kajubi, CFA
Brendan Barrett Kelly, CFA
Brian King, CFA
Christopher Koudelka, CFA
Bradley Paul Koval, CFA
John Kowalczik, CFA
Stephen Greenwood Laney, CFA
David Sukwoon Lee, CFA
Jaesung William Lee, CFA
Mina Lee, CFA
Douglas Falconer Li, CFA
Michael Libertini, CFA
Fang Liu, CFA
Yunfei Liu, CFA
David Stuart Loughborough, CFA
Warren Luo, CFA
James Paterson Lynch, CFA
Brett William Madnick, CFA
Mohit Malhotra, CFA
Alena Marozava, CFA
Albert Edward Marsocci, CFA
Michael Vincent Masso, CFA
Landoni Mattia, CFA
Brian G McDonald, CFA
Jonathan Erik McGraw Bentley, CFA
Cassandra Leigh McKay, CFA
Jason Michonski, CFA
Christopher Paul Mikus, CFA
Matthew Milikowsky, CFA
Charles Judson Mitchell, CFA
Zachary Kurt Moody, CFA
Colin Jacob Mooney, CFA
Nick Muscatiello, CFA
SAMI UDDIN NASIR, CFA
Xihuan Niu, CFA
Julia Elizabeth OKeefe, CFA
Patrick O'Reilly, CFA
Nicholas Ouellette, CFA
Robert Pagliaro, CFA
Feng Pan, CFA
Brendon Tyler Pickering, CFA
Charles Andrew Pierce, CFA
Sean Gerard Porter, CFA
Shane Pouliot, CFA
Wilson Hunt Powell, CFA
Bridget Mary Power, CFA
SENMIAO QIU, CFA
Christopher John Ragone, CFA
Andrew S Ramey, CFA
Christopher Brian Reed, CFA
Aaron Joshua Revzin, CFA
William Christopher Roeder, CFA
Jesse Bond Root, CFA
Vladimir B. Samarin, CFA
Andrew Daniel Shaughnessy, CFA
John Thomas Sheehan, CFA
Jared Smithline, CFA
Gorov Sodhi, CFA
Luke Michael Stabile, CFA
Chris Morse Stewart, CFA
Daniel W Streppa, CFA
Andrew Stutzman, CFA
Shane Sullivan, CFA
Timothy Michael Sullivan, CFA
Braden Michael Gene Sundt, CFA
Ryan Talanian, CFA
Jamie Lee Taloumis, CFA
Brandon Michael Tanaka, CFA
Alec Tolivaisa, CFA
Marialila Torruella Mendez, CFA
Taylor Stephen Tracy, CFA
Brendan John Treanor, CFA
Ralph Vitti, CFA
Allan Felix Volf, CFA
Sarah Caitlin Walsh, CFA
Yan Wang, CFA
Justin Frederick Ward, CFA
Christopher Jacob Warnken, CFA
Nicholas Francis Whalen, CFA
mengyun (Angela) wu, CFA
Jonathan Ming Xu, CFA
Dengwei Yang, CFA
Zeying Yu, CFA
Yuan Yuan, CFA
Dongxing Zhang, CFA
Chi Zhang, CFA
Qiuzi Zhong, CFA
Luxi Zhou, CFA




Mr. Jawad Ahsan, CFA
Mr. Elnur Aliyev, CFA
Mr. Kapoor Amitabh
Jacob Joseph Angst
Mr. Matthew Apkarian
Tyler Arnesen
James Avelar, CFA
Ryan Grady Bachur, CFA
Ms. Mara Leslie Badali, CFA
Mr. Sean Baker, CFA
Mr. Mayur Pradeep Bakhai, CFA
Sriram S. Balasuryan, CFA
Ms. Patricia A. Bannan, CFA
Bozhidar Barakov
Mr. Vlad Y. Barbalat, CFA
Mr. Spencer Madison Barnard, CFA
Mr. Scott Michael Batzold, CFA
Mr. Andrew Heath Baum, CFA
Mr. Robert Boyd Beauchemin
Andrew Z. Belastock, CFA
Kilian Bendjaballah
Aaron Arthur Benedict, CFA
Ms. Caroline R. Benjamin, CFA
Clayton Bennice
Mitchell Benoit, CFA
Mr. Ashutosh Bhardwaj, CFA
John Cushman Bissell, CFA
Mr. Theodore G. Blake, CFA
Eric Robert Bland
John Clifton Bogle, III, CFA
Mr. Dino Bojic
Ms. Andreane Bolduc, CFA, CAIA
Mr. Michal Henryk Bor, CFA, CAIA
Kyle Bramble, CFA
Mr. Ronald P. Brault, CFA
Mr. Craig Stewart Brown, CFA
Mr. Elliot Maxwell Bruce, CFA
Nathan Goodwin Bryant, CFA
Andrew David Bryant
Matthew Robert Buckley, CFA
Mr. Martin Henry Bulanowski
Mr. Daniel Buonagurio, III, CFA
Jillian Burley
Mr. Douglas A. Burtnick, CFA
Andrew Raymond Burzumato, CFA
Mr. Jose Antonio Caballero Ciciolli, CFA
Nicholas Cannone
Miss Yilin Cao, CFA
Isaac Bernard Carp, CFA
Cole Christian Carpenter, CFA
Ryan Stephen Carter
Mr. Aldrin Castro, CFA
Mr. Paul Centauro, CFA
Sakshi Chauhan
Miss Minlei Chen, CFA
Dr. Vincent Chen, CFA
Miss Jing Chen, CFA
Mr. Raymond Dak Ming Chow, CFA
Ngo Ying Fiona Chow, CFA
Mr. Albert W. Chu, CFA
John Mark Cicci, CFA
Mr. Mesut Cingillioglu, CFA
Doriana Cocoli
Mr. Andrew Lee Cohen, CFA
Carolina Scott Concannon, CFA
Matthew Dorrian Condon, CFA
Mr. Jeffrey C. Constantino, CFA
Mr. James Conway, CFA
Mr. Eden Cooper
Mr. David Michael Corn, CFA
Faith Cournoyer
Mr. Matthew Cross, CFA
Robert Curran, CFA
Mr. Andrew H. H. Dana, CFA
Mr. Lucas Richard D'Antuono
Catherine Marie DaPra
Tyler Raymond Dean
Mr. Neil Delap, CFA
Mr. Nicklas Jerome Deliberto
Ms. Neha Dhar, CFA
Brandon DiCostanzo
Mr. Kevin Dodgson, CFA
Peter J. Doherty
Glen Donovan, CFA
Mr. Zachary Thomas Driscoll, CFA
Sean Dubois, CFA
Mr. Westley Dupray, CFA
Mr. Charles William Dyer, CFA
Ms. Susan Renee Eckman, CFA, CPA
Jonathan Edmond, CFA
Mr. Thomas Egbert, CFA
Mr. Michael William Englert, CFA
Stephen Joseph Evangelista, CFA
Mr. Alexander Christopher Evans, CFA
Mr. Phillip H. Falk, CFA
Mr. Jackson Fallon, CFA, CAIA
Paul Falvey, Jr., CFA
Yutian Fang
David Fang, CFA
Mr. Peter M. Farley, CFA
Miss Lillian Elizabeth Fayerweather, CFA
Robert Domenico Federico, CFA
Mr. Andrew Feldman, CFA
Collin Fergus
Mr. Guido Fernandez de Cordova Vizcarra, CFA
Mrs. Gwen Fitzgerald
Kevin Michael Flynn, CFA
Thomas Scott Fownes, CFA
Kristopher Oscar Frank, CFA
Jessica Taylor Fry, CFA
Taylor Jason Fucci, CFA
Miss Jia Geng, CFA
Mr. Pavan Kumar Ghatty, CFA
Fernando Dacol Gil, CFA
Ms. Michelle Gillan
Ryan West Gillette
Mrs. Ana Gomes
Mr. Cristian Leonardo Gonzalez - Ruiz, CFA
Mr. Matthew Brian Gooch, CFA
Mr. Matt Gordon, CFA
Jeremy Steven Goulet
Mr. James S. Grabovac, CFA
Mr. Kingsley Greenland, III, CFA
Mr. Benjamin Grant Griffith, CFA
Chris Gulliver
Mr. Varun Gupta, CFA
Mr. Zekarias Habtemichael, CFA
Ryan Hartung, CFA
Mr. Gavin James Hartzog, CFA
Mane Harutyunyan, CFA
Anna Hastings, CFA
Mr. Brendan Patrick Heaney, CFA
Mr. Ever Isaac Hernandez
Mr. Ryan Christopher Hogan, CFA
Mr. Seyed Ashkan Hojat
Mr. Matthew James Horne, CFA
Michael DeForest Howard-Johnson, CFA
Mr. Benjamin Carl Hudnall
Mr. Jonathan Reed Hurvitz, CFA
Ibrahim Imtiaz
Mr. George Matthew Imura, CFA
Corey Jackowski
Brianna Jackson
Mr. Jake William Jaeger, CFA
Mr. James Anthony Janos
Ms. Svetlana Javakhyan-Fuller
Mr. Wesley Jeng, CFA
Mr. Austin Jennings, CFA
Mr. Eric George Jensen, CFA
Mr. Rakesh Jha, CFA
Huaijie Ji, CFA
Mr. Xin Jiang, CFA
Mr. Jin Jin, CFA
Mr. Stephen Roger Johnson, CFA
Kyle Anthony Johnston, CFA
Mr. Matthew Michael Jones, CFA
Mr. Samuel Louis Juliano, CFA
Mr. Basudde William Sebutemba Kajubi, CFA
Kathleen Erin Kane
Brendan Barrett Kelly, CFA
Mr. Ryan Francis Kenville, CFA
Mr. Sukhee Calvin Kim, CFA
Ms. Naomi Chari Kimanthi
Mr. Brian King, CFA
Mr. Brian T. King, CFA
Mr. Andrew Thomas Kleeman, CFA
Christopher Koudelka, CFA
Mr. Bradley Paul Koval, CFA
Mr. John Kowalczik, CFA
Mrs. Kelly Claire Kowalski, CFA
Mr. Connor Jay Kozin, CFA
Mr. Mattia Landoni, CFA
Mr. Stephen Greenwood Laney, CFA
Miss Elizabeth Ody Leary
David Sukwoon Lee, CFA
Mr. Jaesung William Lee, CFA
Mina Lee, CFA
Matthew Lencioni
Jordan Levesque
Mr. Kwame Akini Lewis, CFA
Douglas Falconer Li, CFA
Mr. Linshan Li
Hayley Alyson Licata
Mr. Scott Lipshutz, CFA
Mr. Qiang Liu, CFA
Fang Liu, CFA
Chang Liu
Yunfei Liu, CFA
Jimmy Lopez
David Stuart Loughborough, III, CFA
Mr. Warren Luo, CFA
Mr. Fred E. Lybrand, IV, CFA
Mr. James Lynch, CFA
Brett William Madnick, CFA
Michael Donald Maguire, CFA
Sydney Majka
Mr. Mohit Malhotra, CFA
Ms. Alena Marozava, CFA
Albert Edward Marsocci, CFA
Mr. Michael Vincent Masso, CFA
Mr. Hugues Mc Lean, CFA
Mr. Charles W. McCaleb, CFA
Brian G McDonald, CFA
Cassandra Leigh McKay, CFA
Mr. John F. McKenna, CFA
Jason Michonski, CFA
Mr. Matthew Milikowsky, CFA
Mr. Ross Miller, CFA
Charles Judson Mitchell, CFA
Mr. Christopher James Moffett, CFA
Mr. James Lacey Monroe, Jr.
Mr. Zachary Kurt Moody, CFA
Mr. Colin Jacob Mooney, CFA
Robert Thomas Moran
Mr. David William Morrissey
Mr. Samuel Steffey Morrow, CFA
John Andrew Murphy, CFA
Nick Paul Muscatiello, CFA
Mr. Adam Charles Naida
Jae Joon Nam, CFA
Miss Sarah Walsh Nardozza, CFA
David Naryshev
Mr. Daniello Natoli, CFA
Mr. Gregory Newman, CFA
Ms. Xihuan Niu, CFA
Purity Wangechi Njogu
Julia Elizabeth OKeefe, CFA
Mr. Patrick John O'Reilly, CFA
Mr. Anthony George Ostler, CFA
Mr. Nicholas Ouellette, CFA
Alison Page
Feng Pan, CFA
Upesh Pramod Patil
Mr. Christopher Petrinec, CFA
Mr. Michael George Phillips, CFA
Mr. Matthew William Howell Pick, CFA
Mr. Brendon Tyler Pickering, CFA
Mr. Charles Andrew Pierce, CFA
Sean Gerard Porter, CFA
Mr. Donald-Stephen Labatt Porter, CFA
Shane Pouliot, CFA
Mr. Wilson Hunt Powell, CFA
Ms. Bridget Mary Power, CFA
Mr. Vasanth Pragash
Ms. SENMIAO QIU, CFA
Mr. Michael Quigley, CFA
Mr. Paul T. Quistberg, CFA
Dennis Christopher Rafferty
Christopher John Ragone, CFA
Andrew S. Ramey, CFA
Mr. Christopher Brian Reed, CFA
Aaron Joshua Revzin, CFA
Mr. Henry Reynolds
William Christopher Roeder, CFA
Ms. Wei Romualdo, CFA
Mr. Jesse Root, CFA
Dmytro Roshchenko
Mr. Adam George Rousmaniere, CFA
Mr. P. John Ruth, Jr., CFA
Mr. Vladimir Borisovich Samarin, CFA
Mr. Mark J. Scanlon, CFA
Randall Schaible, Jr., CFA
Mr. John R. Schroer, CFA
Mr. JOY SETH, CFA
Andrew Daniel Shaughnessy, CFA
John Thomas Sheehan, III, CFA
Mr. Eric Sherman, CFA
Mr. Richard Shih, CFA
Conor Douglas Sikora
Denver Simmermon
Mr. Adam D. Sloan, CFA
Mr. Gorov Sodhi, CFA
Mr. Navid Sohrabi, CFA
Ruben A. Sotomayor
Mr. Robert H. Spector, CFA
Luke Michael Stabile, CFA
Mr. Christopher Morse Stewart, CFA
Mr. Geoffrey Stewart, CFA
Miss Marine Stoel, CFA
Daniel W. Streppa, CFA
Andrew Stutzman, CFA
Mr. Irfanullah Suliman
Mr. Shane Sullivan, CFA
Mr. Timothy Michael Sullivan, CFA, CPA
Mr. Braden Michael Gene Sundt, CFA
Mr. Juan Luis Surgeon, CFA
Ryan Talanian, CFA
Jamie Lee Taloumis, CFA
Brandon Tanaka, CFA
Mr. Evan Michael Tannenbaum, CFA
Benjamin Andrew Taylor
Events Tester
Alec Tolivaisa, CFA
Mr. Matthew Royer Tracey, CFA
Taylor Stephen Tracy, CFA
Mrs. Haley Michelle Trainor, CFA
Brendan John Treanor, CFA
Mrs. Amy L. Trotsky, CFA
Mr. Michael Anthony Trotter, Jr.
Mr. Dustin Tyner, CFA
Mr. Ralph Anthony Vitti, III, CFA
Mr. Christopher Ryan Wall
Mr. Christopher Patrick Walsh, CFA
Yan Wang, CFA
Mr. Ruoyu Wang, CFA
Mr. Justin Frederick Ward, CFA
Christopher Jacob Warnken, CFA
Mr. Brendan Moynihan Webb, CFA
Mr. David Weeden, CIPM
William Weinstock
Mr. Robert Welch, CFA
Nicholas Francis Whalen, CFA
Craig Williams
Mr. John Ross Wisbach, CFA
Louis Wood
Mengyun Wu, CFA, CIPM
Jonathan Ming Xu, CFA
Dengwai Yang, CFA
Mr. William Harris Yeskel, CFA
Mr. Michael Young
Miss Zeying Yu, CFA
Tsz Ming Yu
Ms. Wing Shan Grace Yuen, CFA
Dongxing Zhang, CFA
Mr. Chi Zhang, CFA
Baiyang Zhang, CFA
Luxi Zhou, CFA
Ms. Freda Zhuo, CFA
Gregory Zingone