On May 19, 2009, NYSSA members convened at the organization’s headquarters to vote for the new board of directors for the 2009–2010 membership year. The annual meeting also included a presentation of the society’s accomplishments from the past year which includes an online community for our 13 committees; a greater online presence via sites such as Twitter and LinkedIn; and new, highly attended career programs.
Join the Society in congratulating our officers of the Board of Directors:
Nanci D. Morris, CFA, has assumed the role of president of the Society. Morris was director of public markets at Princeton Theological Seminary, and prior to that was a senior vice president of Callan Associates Inc., an investment consulting firm. As a strategic consultant, she worked with corporate and public employee benefit plans, endowments, foundations, not-for-profit organizations, and multi-employer plans to provide a full range of consulting services.
Kathy A. O’Connor, CFA, is now executive vice president. O’Connor is a partner and portfolio manager at KJ Capital Management LLC. Previously, she co-managed portfolios at Morgan Stanley, New York Life Investment Management and Towneley Capital Management.
Mary Jane McQuillen is secretary. McQuillen is a director and portfolio management team member for social awareness investment portfolios at ClearBridge Advisors (formerly Citigroup Asset Management), a unit of Legg Mason. Her responsibilities include integrating environmental, social, and governance research into the portfolio selection process.
R. Bruce Cameron, CFA, was selected as treasurer. Cameron is president and co-founder of Berkshire Capital, the first independent investment bank covering the investment management and securities industries. He leads the firm’s new business efforts and is actively involved in advising major clients.
NYSSA members also voted two new directors onto their Board:
Barry M. Sine, CFA, CMT, is the director of research of CapStone Investments, a boutique investment bank headquartered in San Diego. In 2007 he was a #1 ranked analyst in the Wall Street Journal Best on the Street analyst rankings. Sine has also held positions with JP Morgan, Prudential Securities, and Oppenheimer. He founded and was the first director of the CMT Institute.
John J. Apruzzese, CFA, is partner and equity portfolio manager at Evercore Wealth Management LLC. He brings over 24 years of experience to managing balanced investment portfolios for high-net-worth clients. Prior to joining Evercore Wealth Management in 2008, Apruzzese was a managing director of US Trust, which he joined in 1984.