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
Senior Investment Solutions Consultant at Gridline
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
