Vetted Solutions Assists CFA Society New York in CEO Search

November 2, 2020 – Washington, D.C. based executive recruitment firm Vetted Solutions has assisted in the placement of Sameer Jagetia as the new chief executive officer of 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.

The appointment of Mr. Jagetia follows a comprehensive recruitment process led by a CEO search committee that included board and non-board members and Vetted Solutions. “We considered a wide variety of exceptional candidates for this position,” said Carole Crawford, secretary of CFANY’s board of directors. “We knew Sameer was the best individual to lead the organization because of his knowledge of CFANY and the investment community and his leadership in technology and innovation, two driving forces for the industry moving forward.”

“The board of directors is confident that Sameer is the right person to steer CFANY into the future with his strong background in institutional investment management and a track record of leading organizational growth and building a culture of trust and empowerment,” said Thomas Brigandi, chair of the board of directors of CFANY.

Prior to joining CFANY, Mr. Jagetia co-founded the tech start-up company Robuzz, a machine learning and natural language processing company. In 2010, Mr. Jagetia acquired REDBOOKS, an award-winning sales intelligence platform. In 2018, he managed the sale of REDBOOKS in a private equity backed transaction and spun off IP from the business to create Robuzz. From 2003 to 2009, Mr. Jagetia served as vice president of investments with TCS Capital Management, and from 2001 to 2003, he was part of the Global Communications Group at Salomon Smith Barney.

“As a long-time member of CFANY, it’s exciting to step into the role of chief executive officer,” said Mr. Jagetia. “I intend to build on the legacy created by Benjamin Graham and ensure the CFANY continues to be a forum for thought leadership—especially as the financial industry is changing at an accelerating pace with technology and innovation. Together with the board of directors, our dedicated professional staff, and our members, I look forward to strengthening and growing the organization.”

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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