Our Leadership Team
President - Cameron Crisman, CFA
Cameron Crisman has been a volunteer with BAFEF since 2009, and currently serves as Board President. He holds the Chartered Financial Analyst (CFA) designation and has nearly two decades of experience in securities analytics and portfolio management. He is on the board of the Petit Teton Foundation, and has been a partner with Petit Teton Farm since 2008, active in all aspects of building the small farm business. He has been serving as a Board Member of the Agricultural Institute of Marin since 2019. Cameron earned Bachelor’s Degrees in Asian Studies and Japanese from Caifornia State University, Sacramento.
Vice President & Secretary - Sharon Hayman, CFA
Sharon Hayman is Head of Relationship Management for Jackson Square Partners. Sharon joined Jackson Square Partners (JSP) in January 2015 as head of relationship management. Prior to joining JSP, she was with Matthews International Capital Management from December 2012 to January 2015, where she was responsible for the firm’s relationship management efforts. From 2006 to 2012, Hayman was head of financial institutions client services at Delaware Investments. From 1994 to 2000, she held various roles at Delaware Investments, beginning in the internal audit department and later in the fund product management area. From 2000 to 2006, she was with Gartmore Global Investments, where her product management experience included working with sub-advisory and offshore funds. Hayman earned an MBA in marketing and finance from Drexel University and a bachelor’s degree in management from Gettysburg College.
Treasurer - Salina Yeung, CPA
Salina Yeung has had an extensive career in finance. She is currently serving as a financial consultant for a non-profit organization. Recently she served as CFO at Union Square Investment Company and prior to that was a Principal at Hall Capital Partners LLC. Salina has also held positions at Tukman Capital Management Company, The Charles Schwab Corporation, and Arthur Andersen L.L.P. Salina earned a Bachelor’s degree in Accounting from University of Colorado and is a Certified Public Accountant (CPA) and a Certified Financial Planner (CFP). Salina serves on the Finance Committee of the Asian Pacific Fund, and had served on the Board of Financial Women of San Francisco. She currently serves on the BAFEF Board of Directors as Treasurer, as well as volunteering her time to teach personal finance to Bay Area Youth.
Board Member - David Lindenbaum, CFP®
David Lindenbaum, CFP® has been working within the wealth management industry for over three decades. He has successfully lead product development/management departments at top banking and brokerage institutions including Charles Schwab, Wells Fargo and Bear Stearns. He has a lifelong passion for financial planning, education and wellness. David received a BA from UC Davis and earned the Certified Financial Planner designation in 1997. David has been volunteering for BAFEF since 2021 as a teacher, and joined the Board of Directors in 2024.
Board Member - Jennifer Morimoto
Jennifer Morimoto has been a volunteer with BAFEF since 2022 and currently serves as Chair of the foundation’s Marketing Committee and volunteers on the Fundraising Committee. She is the Co-Founder and COO of private equity firm, Madison Investing, a real estate investment club. In addition to her background in investing, she has over 15 years experience in brand strategy, digital marketing and ecommerce. She is a passionate financial literacy advocate. Jennifer holds a B.A. from the University of Colorado, Boulder and lives in Alameda, CA with her husband and two sons.
Board Member - Erik Satre, CPA
Erik Satre, CPA is currently a Finance Strategist at Amazon Web Services (AWS) in the Cloud Economics group where he helps large companies understand the economics of moving to the Cloud. In addition to his work in economics, Erik has over a decade of experience as a Certified Public Accountant (CPA) and a Strategic Advisor in Finance and Analytics. Erik has a bachelor’s degree in accounting from Santa Clara University, and an MBA from the University of Michigan. Erik has been a volunteer with BAFEF since 2020 and is very passionate about financial literacy in education. In addition to teaching in BAFEF”s program, Erik is a member of BAFEF’s Curriculum Development Committee. Erik joined BAFEF’s Board of Directors in 2022.
Emeritus Board Member - Jane Lopus, Ph.D.
Jane S. Lopus, Ph.D., is Professor of Economics Emerita and Director of the Center for Economic Education at California State University, East Bay. Her Ph.D. is in economics from the University of California, Davis. She is widely published in economic education research and in economics curriculum materials. A former high school economics and financial literacy teacher, she has conducted seminars and workshops in 15 former communist and developing countries to train teachers to teach market-based economics and financial literacy. Jane was named the Cal State East Bay Outstanding Professor in 2006 and received the Wang Family Excellence Award, a California State University system-wide award, in 2008. A former president of the National Association of Economic Educators, she has received their awards in both economic education research and leadership. She was a U.S. Fulbright Scholar to Romania in 2010 and 2017 and is a founding board member of the Global Economic Education Alliance, a non-profit organization dedicated to promoting economic, financial literacy and entrepreneurship education worldwide.
Executive Director - Tina Marchetti
Tina Marchetti has been helping nonprofit organizations fulfill their missions since 1996. During her career she has served as executive director for a diverse group of organizations including CFA Society of San Francisco, Financial Planning Association of San Francisco; American Camping Association of Northern California, Benicia Tree Foundation, California Landscape Contractor's Association, and the International Association for Financial Planning, North Bay Chapter.
She currently serves as Executive Director for BAFEF and for the Occidental Center for the Arts. Tina is committed to expanding opportunities for financial education, and has been involved in BAFEF since its inception. In her spare time, Tina volunteers for the Redwood Arts Council, Botanical Dimensions, and other organizations that make the world a better place.
Past Board Members
Julie Scates, CFP® is Founder and Principal of Asti Financial Management, LLC, where she helps individuals gain control over their finances and maximize their wealth in order to realize their goals and dreams. Julie has more than 25 years of experience in the financial services and investment management industry. She earned her Certified Financial Planner® credential in 2006. She received a Graduate Certificate, with honors, in Personal Financial Planning from UC Berkeley, as well as a Bachelor of Science degree in Finance, Banking and Real Estate from San Francisco State University. Julie is also a licensed health, life and long-term care insurance agent with the State of California. Julie is an active member of the Financial Planning Association of San Francisco, where she has served as President of the Board of Directors. Julie is passionate about financial literacy, and served as a Board Member of BAFEF from 2021-2023.
Cynthia Flannigan, CFP® is a Financial Planner at MainStreet Financial Planning. Previously, Cynthia worked at Evercore Wealth Management where she was a Vice President and Wealth Fiduciary Adviser focusing on financial planning and client service. She has over 20 years of experience working with high-net-worth individuals and trusts for multi-generational families. Before that, she was a Portfolio Associate at investment advisors, Harris Bretall Sullivan & Smith and Spare Kaplan Bischel & Associates. She has previously been on the board of the Junior League of San Francisco as Treasurer and the Financial Planning Association of San Francisco where she was president of the chapter in 2015. She is currently Treasurer and on the “posse” for the Far West Roundup–an annual financial planning conference. She obtained her Certified Financial Planner designation in 2008 and completed a Masters Degree in Financial Planning and Taxation at Golden Gate University. Cynthia served on the BAFEF Board from 2020-2023.
Conrad Herrmann, CFA retired from his role as senior vice president and director of U.S. Growth Portfolio Management for Franklin Equity Group mid-2016. Mr. Herrmann was the lead portfolio manager for the flagship all-cap growth strategy for Franklin Equity Group, including the Franklin Flex Cap Growth Fund. He also served 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 in 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. Mr. Herrmann currently serves on the board of the Bay Area Financial Education Foundation (BAFEF) and the Mid-Peninsula Boys and Girls Club Foundation. He is also part owner and a director of Aquila Management Corporation. Conrad served on the BAFEF Board from 2017-2023.
