Jeffrey B. Augustine, CFA, CFP®, Vice Chair
Argent Wealth Management

Jeff joined Argent Wealth Management, LLC in 2013 and brings expertise developed over more than 30 years of professional experience. Prior to joining Argent, he founded Augustine Financial Solutions, LLC, a fee-only, comprehensive wealth management and financial planning firm. Prior to that he served as Senior Vice President at Putnam Investments where he oversaw 3,000 client accounts and over $600 million in client assets for Putnam Private Asset Management. Also while at Putnam he served as Head of Quantitative Research for the Municipal Bond Department, with oversight of $18 billion in assets.

His previous experience includes Liberty Financial where he was Senior Vice President and Portfolio Manager at the Colonial Mutual Funds division. Jeff began his financial services career on the Chicago Board Options Exchange where he was a partner in the market-maker, member firm of Naegele Augustine Company.

Jeff earned a Bachelor of Science degree in Biology from Loyola University Chicago. He is a member of the CFA Institute (Chartered Financial Analysts), a CFA charterholder, and a Certified Financial Planner® (CFP) practitioner. Jeff is also a National Association of Personal Financial Advisors-Registered Financial Advisor. He is a member of the Boston Security Analysts Society (BSAS) and was elected to the BSAS Board of Directors in 2011. He has served BSAS as Vice President of Programs and Education, Secretary, and Treasurer and as a member of the Executive Committee from 2013-2016.

Originally from the Chicago area, Jeff and his wife Patti have made their home in Needham, MA since 1988. Jeff is active in the young-adult music ministry with Lift Ministries. He also enjoys swimming, playing guitar, and our Boston professional sports teams.

Alice C. Avanian, CFA, Past Chair
Cantor Fitzgerald

Alice Avanian is Product Manager, Equity Research at Cantor Fitzgerald. She was previously Managing Director, Associate Director of Research at Leerink Partners, a Boston-based investment bank specializing in health care. Previously, she spent 15 years at Cowen & Co., with the last nine years in equity research management. Before that, she spent 10 years at L.F. Rothschild, Unterberg, Towbin in New York.

Ms. Avanian has been a member of the Board of Directors of the Boston Security Analysts Society since 2004. She was Chair of the Board in 2013-2014 when she began the BSAS Financial Literacy initiative. Also during her tenure, she has served as VP of Education, Treasurer, and on the Nominating and Governance committees. For CFA Institute’s Global Research Challenge, she has been judge, lead grader and in 2007, mentor for the winning team globally.

Ms. Avanian is also on the Executive Committee of the Boston Economic Club. Her non-profit activities include the Finance Committee of NAASR, located in Belmont, MA.

Ms. Avanian has her BS in Management (summa cum laude) and an MBA in Finance (with distinction) from NYU's Stern School of Business. Her MBA thesis, A Study of the Relationship Between Earnings Growth Rates and P/E Ratios," was published in Pensions & Investment Age.

Tom Bavin, CFA, Director (2018)
Babson Capital

Argent Wealth Management Tom Bavin is the head of product management for Investment Grade Fixed Income and Structured Credit at Babson Capital. Prior to joining Babson Capital in 2010, he was the Deputy Head of Structured Products at Standish Asset Management. Tom started his career at Bloomberg LP in 2000 as a member of the analytics desk and later became a fixed income application specialist. He joined Standish in 2003 and as in investment grade credit and structured products trader.

Tom holds a B.A. in Managerial Economics from Stonehill College and is a CFA Charterholder. He is also a derivatives and fixed income instructor in the CFA preparatory program for the Boston Security Analysts Society.

Brent Bell, CFA, FRM, Director (2018)
State Street Global Advisors

Brent is a Vice President of State Street Global Advisors and a member of SSGA's Investment Solutions Group (ISG). He is responsible for the development and implementation of asset allocation solutions, including Liability Driven Investment and tactical asset allocation strategies. Before joining the ISG team, Brent was a member of SSGA's Consultant Relations group. Brent joined SSGA in 2003. Prior to SSGA, Brent spent four years at Teradyne, Inc., a semiconductor capital equipment manufacturer, where he was responsible for inventory forecasting and materials planning.

Brent received his MBA from Babson College and holds BS degrees in both Finance and Operations & Strategic Management from Boston College. He has earned the Chartered Financial Analyst designation and is a Certified Financial Risk Manager. Brent is a member of the Boston Security Analysts Society, the CFA Institute and the Global Association of Risk Professionals.

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Susan E. Farris, CFA, Secretary
Atlantic Trust

Susan Farris is a senior relationship manager with more than 20 years of experience helping high net worth families achieve their wealth management objectives. Prior to joining Atlantic Trust, she was a managing director at Windhaven Investment Management. Before Windhaven, she was a Vice President in the Private Wealth Management Division of Goldman Sachs in Zurich, Switzerland, where she managed global private client portfolios; and in Miami, where she was the business unit manager for the Latin America and Florida private wealth businesses. Before joining Goldman Sachs, Susan was a fixed income strategist with UBS in Zurich and London.

Ms. Farris earned a BA in economics, magna cum laude, from Cornell University an MBA from the UCLA Anderson School of Management, and is a Chartered Financial Analyst Charterholder.

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Robert J. Fernandez, CFA, Treasurer
Breckinridge Capital Advisors

Rob joined Breckinridge in April of 2010 as a Vice President of Research. He has 11 years of experience and most recently was Senior Research Analyst at Opus Investment Management where he analyzed corporate and municipal bonds. Rob began his career in credit research at State Street Bank as a participant in its commercial loan officer development program. He has also held commercial credit analyst positions at Cambridge Savings Bank and Eastern Bank. Rob is a member of The Boston Security Analysts Society, the CFA Institute and the National Federation of Municipal Analysts.

He holds a BS from Boston College and an MBA from Boston University.

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Leah M. Hirshfield, CFA, Director (2018)
Wells Fargo

Leah Hirshfield is a Director of Investment Risk at Wells Fargo. Her role is to provide enterprise-wide investment risk oversight with a specific focus on the asset management organization within Wells Fargo. Prior to joining in December 2015, Leah was a Vice President in the Risk Management Analytics division of MSCI, partnering with leading global asset management firms. She acted as an extension of her clients’ risk teams; providing guidance and input as it related to analysis concerning risk oversight, asset allocation, and manager research. Prior to joining MSCI in 2013, she spent 6 years in manager research and portfolio oversight at BNY Mellon Asset Management. She started her career in fund accounting and then in providing analytical support to a portfolio management team at Eaton Vance Management.

She has been a volunteer with BSAS since 2011 and served as co-chair of the Young Leaders Committee 2014-2015. She also contributes to the Financial Literacy initiative and participated in the CFA Institute Regional Leadership Conference in 2015. Leah is a member of CFA Institute, BSAS, and The Professional Risk Managers’ International Association (PRMIA).

She received her BS in Financial Economics, graduating cum laude from Binghamton University (SUNY) in 2005, and has lived in Boston since graduating. In her free time, she enjoys playing tennis and cooking.

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George R. Hoguet, CFA, FRM, Chair

George Hoguet is a private investor and most recently was a Managing Director and Global Investment Strategist in the Investment Solutions Group at State Street Global Advisors. At SSgA he worked with large pools of capital on economic, strategic and investment policy issues and for several years headed the firm’s active emerging markets strategy.

Previous positions include pension fund consulting at the Frank Russell Company and portfolio management at Baring Asset Management. From 1981-1985 George served at the U.S. Treasury Department, first as U.S. Alternate Executive Director to the World Bank and, subsequently, as Principal Deputy Assistant Secretary of the Treasury for International Affairs.

His prior and current affiliations/directorships include: Bretton Woods Committee, Chinese Finance Association, President – Boston Economic Club, Executive Committee of the Boston Committee on Foreign Relations, Executive Committee Boston Society of Security Analysts; Visiting Committee – Weatherhead Center for International Affairs at Harvard, Council on Foreign Relations and Chair of the Investment Committee of the Middle East Institute. He is currently a Trustee of The Research Foundation of CFA Institute and on the Advisory Board of the Official Monetary and Financial Institutions Forum (OMFIF.)

He has published in The Journal of Portfolio Management, Bank for International Settlements papers, Emerging Markets Review, the Financial Times, Pensions and Investments and many other industry and academic journals. He is an accredited speaker for the CFA Institute and a Financial Risk Manger (FRM) as certified by the Global Association of Risk Professionals. George is a graduate of Harvard College and Harvard Business School

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Erinn R. King, CFA, Chair, Education and Programs
Payden & Rygel

Erinn King is a principal at Payden & Rygel. Based in the firm’s Boston office, King is responsible for client relations and business development for East Coast and global clients. She also serves as a liaison to the firm’s London office and the Metzler/Payden joint-venture.

Prior to joining Payden & Rygel, King was a vice president at Wellington Management Company, LLP, where she held roles in fixed-income portfolio communications and insurance relationship management. King also worked for Concordia Capital LLC prior to joining Wellington.

Ms. King is a member of the Boston Security Analysts Society and chairs its fixed-income programming subcommittee. She is also co-president of the Boston Dance Alliance Board and a trustee for Jose Mateo Ballet Theatre.

She holds the Chartered Financial Analyst designation. She earned an MBA in Finance at Boston University and also holds an MFA in Dance from the University of Oklahoma.

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Stacey L. Marino, CFA, CAIA, Director (2017)
Morgan Stanley

Stacey Marino has served on the Board of Directors since 2007 and currently chairs the Membership Outreach Committee. Ms. Marino is a Financial Advisor with Morgan Stanley. She has worked within the investment management industry since 1986 highlighted by over 30 years of portfolio management experience working with affluent families, senior executives and non profit organizations. Prior to joining Morgan Stanley in 2016, Ms. Marino worked at State Street Global Advisors in Boston, Vanderbilt Capital Advisors and Tradeware Global Corp. in New York, MOSAIC Investment Advisors in Chicago, Bankers Trust in Sydney, Australia and Shawmut Investment Advisors in Boston.

Ms. Marino holds a BS from Simmons College and an MBA in International Marketing and Finance from DePaul University. She earned the Chartered Alternative Investment Analyst designation in 2007. She is a passionate philanthropist and currently serves as a member of Samaritans Leadership Council and the Dana Farber Cancer Research Institute Leadership Council.

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Robert D. Persons, CFA, Director (2017)
MFS Investment Management

Bob is an Investment Officer and Fixed Income Portfolio Manager at MFS Investment Management,where he joined in 2000. Previous experience includes six years at Scudder Kemper Investments, three years at The Travelers Insurance Company, and three years at Bailard, Biehl & Kaiser.

Bob graduated with a BA from Bucknell University and with an MBA from Northwestern University. He earned his CFA charter in 1993.

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William S. Richardson, CFA, Director (2017)
Constitution Capital Partners

William Richardson is responsible for partnership and direct investment due diligence along with portfolio reporting and compliance. He is a member of the Investment Committee. Prior to Constitution Capital, he was an Investment Director at Standard Life Investments Private Equity USA. Previously, he was the Director of Operations & Compliance for Wells Fargo in Boston. Mr. Richardson began his private equity career at GE Capital where he held a number of positions in the Corporate Finance Group.

Mr. Richardson has a BBA in Accounting from the University of Massachusetts, Amherst, cum laude and an MBA from New York University. He is a CFA Charterholder and a graduate of GE’s Financial Management Program.

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Scott D. Stewart, CFA, Immediate Past Chair
Cornell University

Scott Stewart joined the Board in 2010. He is a Clinical Professor of Finance and Accounting at the Johnson School of Management at Cornell University. Mr. Stewart has taught at other universities and also had a career in portfolio management running global equity, fixed income and asset allocation money, including 14 years at Fidelity Investments, where he was founder and Equity Group Leader of the $45 billion Structured Investments Group, winning broad recognition for superior investment performance.

Mr. Stewart earned his MBA and PhD in finance at Cornell University and is a CFA Charterholder.

Scott currently serves as Chair of the Boston Security Analysts Society, and is an active BSAS volunteer.

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Emery A. Trahan, CFA, Director (2019)
Northeastern University

Emery Trahan is a Professor of Finance and currently serves as the Senior Associate Dean of Faculty and Research for the D’Amore-McKim School of Business at Northeastern University. He holds a BS in Accounting (summa cum laude) from the State University of New York at Plattsburgh, and MA and Ph.D. degrees in Economics from the University at Albany. He began his career on the audit staff of Peat, Marwick, Mitchell and Co. (KPMG).

Emery’s research interests include valuation, financial strategy, and the impact of new information on security prices and portfolio returns. His work has been published in academic and practitioner journals including the Financial Analysts Journal, Financial Services Review, Journal of Investing, Journal of Alternative Investments, Financial Management, and the Journal of Financial Research. He is a Research Fellow and member of the Advisory Board for the Center for Institutional Investment Management at the University at Albany.

Emery is a member of the Boston Security Analysts Society. He has served as an instructor for the Level 2 CFA Review Program and has worked with the CFA Institute Research Challenge.

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Michael G. Trotsky, CFA, Director (2019)
PRIM

Mr. Trotsky is an investment management professional with over 27 years of experience. He was appointed as the Executive Director of PRIM in August, 2010 to oversee the $53 billion pension fund. By a unanimous vote of the PRIM Board on October 2, 2012, Mr. Trotsky's role as Executive Director was expanded to include the role of Chief Investment Officer.

Before entering public service, Michael was a Senior Vice President and Portfolio Manager at PAR Capital Management, a Boston-based absolute return strategy fund, where he was directly responsible for investment decisions, research, trading, and administration of an investment fund. Prior to PAR Capital, Michael was a Senior Analyst responsible for technology and telecommunications at Greenberg-Summit Partners in Boston. He was also a Senior Analyst, Portfolio Manager, and Principal at Independence Investment Associates, where he began his investment career in 1991. Prior to that, he worked for Intel Corporation in Santa Clara, California.

Michael holds a BS in Electrical Engineering from the University of Pennsylvania and an MBA from The Wharton School, University of Pennsylvania. He has served on the Dean's Advisory Committee at the University of Pennsylvania's College of Engineering and Applied Sciences since 2007.

Michael holds a Chartered Financial Analyst designation and is Chairman of the CFA Institute's Asset Manager Code of Professional Conduct Advisory Committee. He was recently appointed to the Boston Security Analyst Society's Board of Directors and was also elected by its members to join the Boston Economics Club. Michael lives in Belmont, Massachusetts with his wife, Amy, and their son, Benjamin.

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Vitaly Veksler, CFA, Director (2019)
Beyond Borders Investment Strategies (BBIS)

Vitaly Veksler founded Beyond Borders Investment Strategies (BBIS) in 2014 and serves as CEO and Portfolio Manager. He is an investment management professional with over 14 years of experience. Throughout his career, Vitaly has specialized in identifying global and country specific macroeconomic, geopolitical, business and investment valuation trends, and translating these trends into individual investment selections and asset allocation decisions for global multi-asset class portfolios. At Beyond Borders, Vitaly develops and manages diversified portfolios that are built from single-country equity exchange traded funds (ETFs) of developed, emerging and frontier countries. He also advises other investors on which countries to invest in.

Prior to Beyond Borders, Vitaly was Vice President at BNY Mellon Asset Management. In that role, Vitaly was responsible for analyzing macroeconomic, political and business trends affecting various asset classes of investments worldwide and recommending appropriate global portfolio asset allocations to BNY Mellon’s institutional clients, such as central banks, public and corporate pension plans, endowments and foundations worldwide. He distributed these recommendations via popular quarterly Global Economic and Market Outlook reports that he authored.

Prior to BNY Mellon, Vitaly analyzed business, economic and political trends affecting global public equities in Technology and Energy industries at Fidelity Management & Research and State Street Research & Management (now BlackRock). At both firms, he also identified and analyzed stocks of global companies that benefitted from these trends.

Vitaly is a Chartered Financial Analyst (CFA) designation holder. He serves as the Chair of the Strategist / Economist subcommittee of the Program committee at the Boston Security Analysts Society, the Boston chapter of the CFA Institute. In this role, he leads a team of ten investment professionals in identifying important global economic and investment themes affecting various investment classes, and organizing events with thought leaders in these areas. Vitaly received his Master of Business Administration degree from The MIT Sloan School of Management, Master of Arts (M.A.L.D) degree with concentration in international finance from The Fletcher School at Tufts University, and Diploma (equivalent to bachelor and master degrees combined) in Management Information Systems from Moscow Technical University

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Pamela G. Yang, CFA, CPA, Past Chair
Harvard Management Company

Pamela Yang joined the board of Boston Security Analysts Society in 2010 and was actively involved in BSAS’s career development initiative. She was the co-chair of Boston Research Challenge in 2011 and 2012, and a member of the Investment Committee and Personnel Committee.

Ms. Yang has been with Harvard Management Company since 2000, currently as Senior Vice President of Operations & Investments in the Trust & Gifts group, which manages Harvard University’s charitable assets. Prior to joining HMC, she was with PricewaterhouseCoopers as a senior associate in the business assurance unit, focusing on financial services industry.

Ms. Yang is a Certified Public Accountant and a CFA Charterholder. She obtained joint degrees of MBA/MS in Accounting from Northeastern University and holds an MA in French Literature from University of Cincinnati. She obtained her BA in French from Beijing Foreign Studies University before moving to the United States.

Ms. Yang has been a member on the Private Wealth Subcommittee since 2007 and is an active volunteer at the CFA Institute.

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Jeanne Wolf, CAE, Executive Director
The Boston Security Analysts Society, Inc.

Jeanne joined BSAS as Executive Director in 2010 and is responsible for the strategy, operations and staff management for the organization. She oversees the Board of Directors, and is the staff liaison to the CFA Institute.

Prior to this role, she was the Executive Director for the Real Estate Finance Association (REFA Boston) and the Building Owners and Managers Association Boston (BOMA Boston) at the Greater Boston Real Estate Board. While at REFA and BOMA, Jeanne ran the day-to-day operations for two local trade organizations representing over 1,200 members in the commercial real estate profession in Greater Boston. She began her career in association management in Washington, DC working for the National Association of Truckstop Operators (NATSO).

Jeanne received her BA in Political Science and English from Marquette University and received the Certified Association Executive (CAE) designation from the American Society of Association Executives (ASAE). She is the past Board Chair of the New England Society of Association Executives and serves on the fundraising and event committees for the Somerville Homeless Coalition.

Jeanne resides in Somerville with her husband and two sons and spends her (very limited) free time running, skiing and being a soccer mom.

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