Proposed slate of officers for 2026-2027
President & Governance Chair
Richard Razza, CFA, CCIM
Webster Bank
LinkedIN
Vice President & Signature Events Chair
Ian Green, CFA
Gateway Financial Partners
Treasurer
Yi Wei, CFA, FRM
Agribank
Jim Gagnon, CFA, CPA
Secretary
Nebrodi Partners LLC
Director | Private Wealth Program Chair
Raymond Bovich, CFA
Wooster Square Advisors, LLC Group
Director | Membership & Candidates Chair
Lyn Farris, CFA, CIPM
The Hanover Insurance Group
Director | Programs Chair
Benjamin M. Lavine, CFA, CAIA, RICP
Global X ETFs
Director | University Relations & Research Challenge
Jordan Marino, CFA, CAIA
Connecticut Capital Management Group, LLC
Director | Professional Development Chair (Emerging Leaders/Career Development)
Sean McCaffery, CFA
Fiducient Advisors
Director | Events & Advocacy/Ethics Chair
Michael Rickett, CFA, CFP, CDFA
Electronic Ballot
Please check the boxes for each of the following Executive Board Members or choose "other" and write in a name for consideration.
