The election for the Board of Directors and the Nominations Committee will be held online between December 15, 2021 through January 10, 2022. To be eligible to vote, you must be a dual member of CFA Society New York and CFA Institute (Charterholder, Regular, or Affiliate) with paid membership as of December 5.

Voting will begin on December 15! All CFA Society New York members who are eligible to vote will receive an email containing a link to their eballot and their unique user ID from Please follow the instructions in that email to vote.

The ballot this year will consist of a competitive election for the Board of Directors (6 candidates for 4 positions); the candidates who receive the highest number of votes will be elected. Approval of the slate for the 2022 Nominations Committee as well as the Society’s financial auditors, Condon, O’Meara, McGinty & Donnelly LLP will also be included. To get to know a bit about the candidates, please find their introduction videos below. You may also view a sample ballot by clicking here.

The election results will be announced at the Annual Meeting of Members on January 12, 2022. Since this meeting will be held virtually, in-person voting will not be available; please make your vote online by January 10, 2022, 11:59 PM ET. If you have any questions or need a voting accommodation, please contact

Candidates for the 2022 Board of Directors

  1. David Allen, CFA
  2. Sanjay Arora, CFA, ACA, CMA
  3. Arthur Fliegelman, CFA
  4. William Lin, CFA, CPA
  5. Paulina Rogawski, TEP, CRPC
  6. Leo Schmidt, CFA

Slate for the 2022 Nominations Committee

  1. Amar Jhaveri, CFA, CAIA
  2. Richard Ottoo, PhD, CFA, FRM
  3. Michael Sicari, CFA
  4. Randall Thomas

Meet the Candidates 2022 Video Introductions CFA Society New York Election

Meet the Candidates 2021 Video Introductions

Meet the 2021 Election Candidates

2022 Candidates — Board of Directors

2022 Candidates — Nominations Committee