Society Leadership

President
Justin S. Land, CFA, President

Mr. Land is a municipal bond portfolio manager and trader at Wasmer, Schroeder & Company. Wasmer, Schroeder& Company, Inc. is a fixed income investment advisor with $3.4 billion in assets under management and has offices in Naples, FL and Cleveland, OH. Mr Land's duties consist of overall portfolio strategy, trading tax-exempt fixed income securities, and research. Prior to joining Wasmer, Schroeder & Company in 1997, Mr. Land worked for Asset Management Advisors in Jupiter, Florida as a Portfolio Analyst. Mr. Land is a graduate of Florida State University. Email Justin

Vice President
Daniel P. Burke, CFA, Vice President

Daniel Burke is an Investment Associate at Lowry Hill, a private asset management firm overseeing $5 billion in assets for approximately 300 familes and foundations. As a member of the firm's investment committee, Dan researches stocks for the International Equity strategy, focusing his coverage on the commodity and agriculture sectors. Prior to joining Lowry Hill, he analyzed client equity portfolios at Morgan Stanley. Dan eaned his BSBA in Finance with honors from Bowling Green State University in 2005 and is a CFA Charterholder. Email Dan

Treasurer
Kenneth P. Thomas, CFA, Treasurer

Ken is a Personal Investment Portfolio Manager at Northern Trust in the Park Shore office. Northern Trust is a leading provider of investment management, asset and fund administration, fiduciary and banking solutions for corporations, institutions and affluent individuals worldwide. Ken works with individual investors in building and protecting their wealth by creating a customized portfolio that includes a broad array of asset classes and investment categories. Ken is a graduate of Loyola College, Md and has an MBA with a concentration in finance from Florida Atlantic University. Email Ken

Secretary
Brian M. Dixon, Secretary

Brian Dixon is an assistant portfolio manager and trader at Wasmer, Schroeder & Company. Wasmer, Schroeder & Company, Inc. is a fixed income investment advisor with $4 billion in assets under management and has offices in Naples, FL and Cleveland, OH. Brian joined Wasmer, Schroeder & Company in Naples, Florida as a Credit Analyst in June 2007 after graduating summa cum laude from Babson College in 2007. Brian is a CFA Charterholder. Email Brian

2010-2011 Board of Directors

  • Jack D. Brown, CFA
  • Daniel P. Burke, CFA
  • Brian A. Dixon
  • Daniel C. Hickey
  • Amy Hyatt, CFA
  • Thomas E. Ingram
  • Travis L. Jones
  • A.J. Krause, Jr.
  • Justin S. Land, CFA
  • Gary W. Queen
  • Jeannette C. Showalter, CFA
  • Kenneth P. Thomas, CFA


Volunteer Opportunities

Technology

The technology committee is looking for help with implementation of the new website. Anyone who has an interest in technology or experience maintaining a website would be a great addition to the team!

Please contact admin@cfanaples.org for more information or to volunteer.

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Public Awareness

The public awareness committee is looking for help with marketing and publicity for our upcoming Society events. Please contact admin@cfanaples.org for more information or to volunteer.

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