CFA Society New York Taps Vetted Solutions to Find CEO

May 1, 2020 – Washington, D.C. based executive recruitment firm Vetted Solutions has been enlisted to find a chief executive officer for CFA Society New York (CFANY), a financial services forum and provider of professional education and career development to Wall Street.

The group’s previous CEO, Daniel Dagen, stepped down at the end of March. Peter Rush of Kellen, an association management company, has been serving as interim CEO since April 1.

“The CFA Society New York board of directors recognizes the critical importance of this position to the long-term health of the organization and we are well prepared for this transition,” said Kris Thiessen, chair of the forum’s board of directors. “CFA Society New York is in a strong position to continue as the leading global CFA Society.”

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Mr. Thiessen said that Mr. Rush would serve as a solid interim leader until the new CEO is named. “I am pleased to welcome Peter Rush as interim CEO of CFA Society New York,” said Mr. Thiessen. “As chairman and CEO of Kellen, Peter brings extensive expertise in association management, strategic planning and communications, having served as executive director of more than 10 associations throughout his career.”

An Accomplished Leader

“The CFA Society New York board of directors looks forward to working with Peter and CFA Society New York’s dedicated staff to build on the society’s growth and accomplishments in recent years, including membership, event participation, volunteer engagement and revenue,” said Mr. Thiessen.

Kellen, one of the world’s largest providers of management and strategic support services for trade associations and professional societies, has served organizations like CFA Society New York for more than 50 years, with numerous clients in various finance and professional services industries.

“What CFA Society New York has done for investment professionals, Kellen has done for associations,” said Mr. Rush. “We focus our efforts on ensuring our partners’ missions and operations offer immediate and long-term value to their members while moving the industry forward day by day. We are committed to helping CFANY serve as the best possible resource for knowledge sharing and continuing education.”

Non-Profit and Association Partners

CFA Society New York is one of the largest of 160 member societies of CFA Institute. Its activity began in 1937, when value investing pioneer Benjamin Graham began organizing regular meetings of local security analysts. Throughout its history, the society has remained a volunteer-led, member-driven forum for the investment community with the broad, basic aims of: establishing and maintaining a high standard of professional ethics, improving analytical techniques, supporting the interchange of ideas and information among analysts, and promoting a proper public understanding of the function of security analysis and the operation of the securities markets.

Vetted Solutions, a specialist in conducting non-profit and association sector recruiting assignments, focuses on recruiting board members, CEOs and senior staff positions for prominent and well-known organizations nationwide. Recent searches that the firm has conducted include placements of: executive director for the Association for Creative Industries, chief operating officer for the American Society of Microbiology, executive director for the Society of Exploration Geophysicists, and executive director of the American Academy of Optometry.

The firm’s president and founder Jim Zaniello has worked for more than two decades in positions ranging from non-profit executive director to publisher of a leading tool for non-profit executive search. He is also said to have an intimate understanding of the complex demands of the executive office through his own experience as executive director at several associations and non-profits.

Contributed by Scott A. Scanlon, Editor-in-Chief; Dale M. Zupsansky, Managing Editor; and Stephen Sawicki, Managing Editor  – Hunt Scanlon Media

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