2025-2026 Board Members

Anna Dunn Tabke, CFA, CAIA
President
Founder of Leita Advisory

Rhonda Potter, CFA
Secretary
Executive Director at J.P. Morgan Private Bank

Troy Harmon, CFA
Treasurer
Chief Investment Officer at Due West Wealth Advisors

Maggie Robinson, CFA
Grant Making Chair
Sr. VP, Investment Manager at Truist Wealth

Rachel Zou, CFA
Development Chair
Portfolio Strategist at Invesco

Janet Miller, CFA
Investment Chair
Senior Partner/Managing Member Rowland Miller and Partners

Richard Fendler
Programs, Grant Making
Professor of Finance Georgia State University

Ernie Caballero, CFA
Programs
Managing Director at Goldman Sachs

Aradhana Kejriwal, CFA
CFA Ambassador
Managing Partner, Practical Investment Consulting

Christianne Curran, CFA
Programs/Grants
Senior Director/Treasurer
National Vision Inc.

Govind Hariharan
Programs
Professor of Economics at Kennesaw State University

Carson Elmore, CFA
Programs
Investment Manager at BNY Wealth

Ayush Agarwal, CFA
Finance/Audit
SVP and Audit Director at U.S. Bank

Kathy Chrisman, CFA
Immediate Past President, Governance/Programs

Paty Holdmeyer
Executive Director

