2022 Officers

Jon Roman, President – Charles Schwab Investment Management | President

Christopher Truchan, 1st Vice President – Virtu Financial | 1st Vice President

Alina Shah, 2nd Vice President – JP Morgan | 2nd Vice President

Chad Smith, Secretary – Commonwealth Asset Mgmt | Secretary

Adam Slavin, Treasurer – Osterweis | Treasurer

Stephanie Libien, President – Jefferies LLC | Past President

Board Members

Tyler Blum – Charles Schwab Investment Management

Anthony Dinovo – Philadelphia Financial

Charlotte Hoover – Goldman Sachs

Lisa Jacque – BNP

Helen Kang – TPG

Lauren Miller – Jefferies

Gary Russillo – Needham

Erin Williams – Stifel

We look forward to seeing you at the Annual Conference on June 9th – 12th, and hope for many more events in 2022!

Your SFSTA 2021 Board