Board of Directors

Theodore S. Jablonski, Jr., CFP® - President

Mr. Jablonski is a Vice President, Wealth Management Advisor in the San Francisco, California office of Merrill Lynch. He holds the Certified Financial Planner (CFP) certification and has 25 years of investment management experience.

Ted graduated with a Bachelor of Science degree in Political Science from Arizona State University. He is a member of the Financial Planning Association, the Marin Estate Planning Council, the CFA Society of San Francisco (Director 2002 - 2007), and the Bay Area Financial Education Foundation (Director 2007 - present).

Robert B. Thompson, CFA - Vice President/Secretary

Mr. Thompson is Vice President & Portfolio Manager for Dodge & Cox. He received his A.B. degree from Stanford in 1971, served as a U.S. Navy submarine officer, and then returned to Stanford to obtain his M.B.A. in 1977. He worked in the fixed income departments of three major securities firms and as a principal of a small San Francisco-based investment management firm. He joined Dodge & Cox in 1992. He is a shareholder of the firm, a CFA charterholder, a Chartered Investment Counselor, and a past president of the CFA Society of San Francisco.

Curtis N. Smith, CFA - Treasurer

Mr. Smith has a BA in Economics from Beloit College and an MBA in Finance from the University of San Francisco. He holds the Chartered Financial Analyst designation and is a Past President of the Security Analysts of San Francisco (now known as CFASF). Mr. Smith presently serves as Treasurer and a Board Member of the Bay Area Financial Education Foundation. He has worked in the private equity area for Strategic Investment Solutions since 1997 and currently works directly with public and corporate pension plans, as well as high net worth clients. Prior to joining SIS, he was employed at Union Bank of California, where he managed a portfolio of closely-held businesses and illiquid assets.

Lillian Conrad-Decker, CFA - Director

Ms. Conrad-Decker's professional experience includes such positions as Vice President and Senior Portfolio Manager at First Interstate Bank where she managed the Northern California trust investment division. She then moved to the International Private Banking division to manage domestic security portfolios for clients of the bank. Lillian served as President of the CFA Society of San Francisco in 1990, and was instrumental in developing the successful Education Program of the Society including "Fundamentals of Investing", a popular seminar course offered by the Society for many years; and a Pre-CFA I seminar to prepare liberal arts graduates for the rigors of CFA I exams. Ms. Conrad-Decker has most recently been involved in two entrepreneurial enterprises, one her personal venture to offer seminar instruction to entry-level professionals sponsored by local CFA Societies nationwide; and the next as part of a successful start-up financial services firm (Paymap Inc) that offered innovative electronic payment services to banks nationwide.

Chris Gillette, CFA - Director and CFASF Liaison

Chris Gillette is a Vice President at Barclays Wealth in the Americas. His focus is providing fixed income investments and asset management solutions to corporations. Chris joined Barclays Wealth in September 2008, as part of Barclays acquisition of Lehman Brothers Private Investment Management (PIM) business in the Americas. He had joined Lehman Brothers in November 2005. Prior to that, Chris spent six years at Morgan Stanley, specializing in cash management ad short-term fixed income. Chris holds a B.A. in Accounting and Business Administration with Concentration in Economics and Finance from Carroll College in Helena, Montana. He holds the CFA Designation and serves on the CFA Society of San Francisco Board of Directors. Chris is a past chair of the CFASF Continuing Education Committee.

Conrad Herrmann, CFA - Director

Conrad Herrmann is a senior vice president and director of U.S. Growth Portfolio Management for Franklin Equity Group. Mr. Herrmann is the lead portfolio manager for the flagship all-cap growth strategy for Franklin Equity Group, including the Franklin Flex Cap Growth Fund. He also serves as back-up manager in an advisory role on a number of other growth portfolios. Mr. Herrmann first joined Franklin in the summer of 1988, working as an intern on the Marketing Department. He joined Franklin full time in the investment advisory group as a quantitative equity analyst in 1989. That year, he also became a fundamental research analyst, specializing in the analysis of the electronic technology sector. Initially involved in the creation of the Franklin Flex Cap Growth Fund, he became the lead manager in July 1993.

Prior to joining Franklin Templeton Investments, Mr. Herrmann was a vice president of Aquila Management, a mutual fund group in New York City. He joined the firm in 1983 as a fixed-income analyst. Mr. Herrmann earned his B.A. degree from Brown University and an M.B.A. from Harvard Business School. He is past president and member of the CFA Society of San Francisco and a member of the CFA Institute. Mr. Herrmann is a Chartered Financial Analyst (CFA) Charterholder.

Tina Marchetti - Executive Director

Ms. Marchetti is President and CEO of Lotus Management Company, an association management company headquartered in the North Bay and currently serving the CFA Society of San Francisco and the Bay Area Financial Education Foundation. With over fifteen years experience managing associations, Ms. Marchetti has served as executive director for the CFA Society of San Francisco, the Financial Planning Association of San Francisco; the American Camping Association, Northern California Section; California Landscape Contractor's Association, North Coast Chapter; and the International Association for Financial Planning, North Bay Chapter. Prior to forming Lotus Management Company, Ms. Marchetti was a senior account executive with VK Association Management, where she worked with many associations including The Bay Area Film/Tape Council; The Outplacement Institute, and The American Liver Foundation.

Emeritus

Daniel Kern, CFA

Daniel S. Kern, CFA, is a Managing Director and Portfolio Manager for Charles Schwab Investment Management, responsible for managing Schwab’s asset allocation funds. His prior duties at Schwab include heading product development for Schwab’s investment management business, serving as COO and CFO for the Laudus Funds and leading product management efforts for the Excelsior Funds. Prior to joining Schwab in 2003, Dan was a Managing Director and Principal at Montgomery Asset Management. He received an MBA in Finance from the University of California, Berkeley, and a BA in Economics from Brandeis University. Dan is a CFA Charterholder and Past President of the CFA Society of San Francisco.

Nelson S. Weller, CFA

Mr. Weller has spent some fifty years in the equity investment arena. In addition to being a past president of the Security Analysts of San Francisco, he has served as president of the Commonwealth Club, Trustee of the University of California-Berkeley Foundation, the University of Montana Foundation and the Santa Rosa Junior College Foundation. Nelson is General Partner of WELLCO MANAGEMENT, and owns Longview Vineyards with his wife Jane in Alexander Valley.

Matthew Winter, CFA

Mr. Winter served on the BAFEF board of directors from 2009-2010 as CFASF liaison. Mr. Winter is a Portfolio Manager/Analyst at Bottom Up Investments, LLC. He began his career in the investment management industry nearly fourteen years ago. Matt serves on the Board of Directors of the CFA Society of San Francisco and holds the Chartered Financial Analyst designation. Matt has an undergraduate degree from the University of California at Santa Barbara and a MBA degree at the University of Chicago's Booth School of Business with concentrations in Finance, Accounting, Economics and General Management.