Foundation’s 2018 Campaign Welcomes Individual Donations as well as Corporate Contributions

Thank you for supporting the CFA Education Foundation, where your contribution helps our Commercial Finance community realize its positive economic impact and continues to educate and train aspiring individuals to become effective practitioners in the field of secured lending:

Individual Supporters:

Foundation Benefactor: $5,000-$7,999
Andrea L. Petro,
Waterfall Asset Management LLC,
CFA Education  Foundation Board of Directors
& CFA Past President

Foundation Patron: $2,500-$4,999
Raffi Azadian,
Change Capital

William Brewer,
Winston & Strawn, LLP,
CFA Education Foundation Board of Directors

John M. DePledge,
Citibank, N.A., CFA Management Committee

Jeffrey K. Goldrich,
North Mill Capital LLC, CFA Management Committee

Richard Gumbrecht,
CFA Chief Executive Officer

Charles & Jane Johnson,
CFA Education Foundation Chairman
& CFA Past Chairman

Wade M. Kennedy,
McGuireWoods LLP,
CFA Education Foundation Development Chairman

David Kurzweil,
Greenberg Traurig, LLP,
CFA Education Foundation Board of Directors

Robert Meyers,
Republic Business Credit, CFA Executive Committee

D. Michael Monk,
Amerisource Business Capital, CFA Past President

Friend of the Foundation: $1,500-$2,499
James C. Chadwick,
Holland & Knight,
CFA Foundation Governing Board

Anthony R. Callobre, Buchalter,
CFA Education Foundation
Immediate Past Co-Development Chair

David Grende,
Siena Lending Group, CFA Management Committee

Robert and Stacy Katz,
Katz Family Scholarship

Bobbi Acord Noland, Parker, Hudson, Rainer & Dobbs LLP,
CFA Education Foundation Immediate Past Co-Development Chair

Foundation Member: $500-$1,499
Gail K. Bernstein, PNC Business Credit,
CFA Education Committee Chairperson

Michael A. Boeheim,
Freed Maxick ABL Services,
CFA Foundation Governing Board

Phil Coffin,
Coffin & Associates

Michael Coiley,
CIT Healthcare, CFA Past Chairman

Cindy J.K. Davis,
Greenberg Traurig, LLP

Bruce Denby,

Beatriz (Betty) Hernandez,
North Mill Capital,
CFA Chapter Committee Vice Chair

Stephen & Janelee Johnson,
J D Factors, LLC

David J. Kantes,
CFA Past Chairman

Dean Landis,
Entrepreneur Growth Capital

Joseph Lehrer,
Citibank, N.A.,
CFA Convention Chair

David W. Morse,
Otterbourg P.C.,
CFA Executive Committee

Howard Rein,
Freed Maxick ABL Services

Robert S. Sandler,
CFA Past Chairman

Stacy Schacter,
Vion Investments

William Stapel,
MB Business Capital,
CFA Advocacy Committee
Corporate Supporters:

Platinum Level: $20,000-$34,999
Goldberg Kohn
Richard M. Kohn, Senior Principal

Greenberg Traurig, LLP
 David B. Kurzweil, Shareholder

Otterbourg P.C.
Jonathan N. Helfat, Partner and David W. Morse, Vice Chairman

Gold Level: $12,500 - $19,999

Hahn & Hessen LLP,
Daniel Batterman, Partner, Daniel J. Krauss, Partner,
Lee Podair, Partner and Steven J. Seif, Partner

Holland & Knight LLP
James C. Chadwick, Partner

McGuireWoods LLP
Wade M. Kennedy

Morgan Lewis & Bockius LLP
Marshall C. Stoddard, Jr., Partner, Transactional Finance

Parker, Hudson, Rainer & Dobbs LLP
Bobbi Acord Noland, Partner

Skadden, Arps, Slate, Meagher & Flom LLP,
Seth E. Jacobson, Partner

Winston & Strawn LLP
William D. Brewer, Partner

Silver Level: $7,500-$12,499

Buchalter PC
Farhad Bahar, Shareholder, Anthony R. Callobre, Shareholder and William Schoenholz, Shareholder

Wells Fargo Capital Finance
Stewart W. Hayes, Managing Director

Bronze Level: $5,000-$7,499

Blank Rome LLP
Lawrence F. Flick, II, Partner

Choate Hall & Stewart LLP
John Ventola, Practice Group Leader

Conway MacKenzie
Greg Charleston, Senior Managing Director

Corporation Service Company
Paul Schultz, Vice President

Duane Morris LLP
James J. Holman, Partner

McMillan LLP
Jeff Rogers, Partner

Norton Rose Fulbright
Arnold Cohen, Partner

Osler, Hoskin & Harcourt LLP
Kevin Morley, Partner

Vedder Price, P.C.
Thomas E. Schnur, Shareholder

Benefactor Level: $2,500-$4,999
AloStar Business Credit
Andy McGhee, Director

AtlanticRMS LLC
Richard Hawkins, CEO

BDO Advisory
Baker A. Smith, Managing Director

Bennett Jones LLP
Steve Lutz, Partner and David Rotchtin, Senior Associate

BMO Harris Bank
Michael Scolaro, ABL Group Head

Chapman and Cutler LLP
Steven G. Hastings, Partner

Cost Reduction Solutions
Denise Albanese, President

Bruce Denny, Managing Director/Group Head

Dopkins ABL Consulting Services
Joseph A. Heim, CFE, CPA, Partner

Robert D. Katz, Managing Director, Edward Phillips, Partner, Allen Wilen, Partner

Focus Management Group
J. Tim Pruban, President & CEO

Freed Maxick ABL Services
Howard Rein, President, and Michael A. Boeheim, Director

Andrea Pipitone Beirne, Director

Marquette Business Credit
Ronald Vanek, President

MB Business Capital
William A. Stapel, Senior Vice President

North Mill Capital LLC
Jeffrey K. Goldrich. President & CEO

Phoenix Management Services
Michael E. Jacoby, Senior Managing Director

Riemer & Braunstein LLP
Donald E. Rothman, Senior Partner

Ruskin Moscou Faltischek, P.C.
Jeffrey A. Wurst, Esq., Senior Partner

Santander Bank, N.A.
Brian P. Schwinn, EVP, ABL & Restructuring Finance

Dan Karas, EVP & Chief Lending Officer

TCF Capital Funding
Joseph P. Gaffigan, President

Troutman Sanders LLP
Harris B. Winsberg, Partner and Justin A. Wood, Partner

Webster Business Credit Corp.
Warren K. Mino, President & Chief Operating Officer

Patron Level: $1000-$2,499
Amerisource Funding
D. Michael Monk, Managing Partner

Citizens Bank
Patrick Bickers, Managing Director

CNH Finance, LP
Timothy Peters, Principal and Co-Founder

GlassRatner Advisory & Capital Group LLC
Ronald Glass, Senior Managing Director

J D Factors LLC
Stephen P. Johnson, President

Howe, Keller & Hunter, PC
J. Graig Howe, President

MidCap Business Credit, LLC
Steven Samson, Vice President

People’s United Business Capital
Michael Maiorino, President

Southeastern Commercial Finance, LLC
Patrick B. Trammell, President 

Virginia Commercial Finance, Inc.
John McCauley, President & CEO

Member Level: up to $999
Allied Financial Corporation
Steven C. Gold

Robert W. Bowles, Founder & Executive Director

Coffin & Associates
Phil Coffin, Partner

Downtown Capital Partners, LLC
Gary Katz, Managing Partner

King & Spalding,
Alan J. Prince, Attorney, Managing Partner

Magnolia Financial, Inc.
Marc D. Smith

Winstead PC
Nelson R. Block, Shareholder

See our 2017 Supports:
click here


The Critical Importance of the CFA Education Foundation

Charlie Johnson, CFA's Education Foundation Advisor highlights the mission of the Foundation, click below to donate and become a supporter


Find out more about getting involved and make a difference:




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