Chairman & President
Benjamin C. Lau, CFA
(760) 822-2274

Treasurer
Tony Relvas, CFA

Secretary
Erin Campbell

Scholarship Chair
Ramin Modiri

Investment Policy Chair
Dr. Peter Ammermann

Host-A-Student Chair
Kevin Beebe

CFA Society of Orange County Foundation

4533 MacArthur Blvd., Suite 182
Newport Beach, CA 92660

(949) 253-8888
foundation@cfaocf.org
www.cfaocf.org

Dr. Peter Ammermann, Chair
Raymond Goldblatt, FIA, CFA
Mitch Needelman, CFA
Timothy Stevens, CFA
Fadel Lawandy

Kevin Beebe, Chair
Andrew Aw
Wilson Co

Ramin Modiri, Chair
Wilson Co

Krista Zipfel, CFA, Chair
Raymond Goldblatt, FIA, CFA
Timothy Stevens, CFA

Andrew Aw
Wilson Co
Erin Campbell