CFA Society Nashville adds three to 2026-27 board

CFA Society Nashville named three new directors to its 2026-2027 Board of Directors, effective July 1, 2026, as the organization looks to support members across Middle Tennessee. The move comes alongside leadership changes, departing board members, and a renewed focus on ethics, programming and investor education.

Why it matters: - CFA Society Nashville’s board helps steer the local investment community’s programming, member engagement and professional standards. - The new appointments add experience in investment research, asset management, governance and investor education. - The board changes come as the nonprofit continues serving Nashville and surrounding cities nearly 60 years after its founding.

What happened: - CFA Society Nashville welcomed Loren Asmus, CFA; Thomas Galgano, CFA; and Sofia Goryn, CFA, to its Board of Directors, effective July 1, 2026. - The society said the new board members bring fresh perspectives and a commitment to advancing its mission in Middle Tennessee. - The board also thanked Sam Carden, CFA, CAIA; Ben Flox, CFA; David Harkins, CFA, CPA, ABV, CFF; Beth Johnson, CFA; and Ann Taylor Knotts, CFA, CFP, for completing their service. - Board leadership roles are shifting as Grace Bennett, CFA, becomes president, Michell Bosch, CFA, CTP, becomes vice president, Russ Barnard, CFA, CFP, becomes treasurer, Scott Krauthamer, CFA, CAIA, becomes secretary, and Austin Branstetter, CFA, serves ex-officio. - Current board directors continuing to serve include Sahar Ahmad, CFA, MBA; Ralph Birchmeier, CFA; Mauricio Cortes Resendiz, CFA, CFP, MBA; Nathan Grant, CFA; and Bhavna Khurana, CFA.

The details: - Loren Asmus is Head of Investor Relations at UTXO Management and previously served as Vice President, Investment Research, at Canterbury Consulting. - Thomas Galgano was most recently Market Leader with The Vanguard Group and also serves as a board director of CFA Society Washington, DC. - Sofia Goryn is Chief Financial Officer and Head of Investments with Skela Financial. - Goryn brings more than 20 years of investment industry experience, including senior roles at major banks. - Goryn also previously served as a board director of CFA Society Toronto, where she led multiple committees and worked as Executive Editor of The Analyst. - Asmus is a graduate of California State University, Fullerton. - Galgano is a graduate of Villanova University. - CFA Society Nashville said board service requires significant time, expertise and energy. - The society said board leaders help guide the organization, enhance programming and member engagement, and support the growth of the investment profession in Middle Tennessee. - The board also has a role in carrying out the society’s mission and vision, delivering value in a changing investment environment, and promoting high ethical standards.

Between the lines: - The appointments broaden the board’s mix of investment, governance and communications experience. - The emphasis on ethics and investor education signals the society is leaning on board leadership to reinforce professional standards while serving a local member base. - The leadership changes also suggest continuity, with several directors staying in place as new members join.

What's next: - The new board will guide CFA Society Nashville through the 2026-2027 fiscal year. - The society will continue member programming, volunteer leadership and outreach across Middle Tennessee. - More information is available in the society’s announcement and on its LinkedIn page.

The bottom line: - CFA Society Nashville is refreshing its board with three experienced investment professionals while keeping its focus on education, ethics and local member support.