Constituent Societies

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The California Society of Municipal Analysts (CSMA) was established in 1986 as a non-profit organization for the purpose of encouraging professional development through discussions, meetings and presentations of issues relevant to municipal credit analysis. The CSMA is the California affiliate of the National Federation of Municipal Analysts.

Membership in the society is open to municipal analysts and municipal portfolio managers who meet the standards as established by the organization and outlined in the By-laws. Dues are collected annually by the CSMA. The CSMA welcomes new members to the organization and encourages their participation. Currently, there are over 150 members in the CSMA.

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2013 Officers

Chair Lisa Shirley Franklin Templeton
Vice Chair Gabriel Petek Standard & Poor's
Secretary/Treasurer Renee Dougherty Charles Schwab
Senior Program Chair Mark Capell Build America Mutual
Program Chair Michael Ginestro Wells Fargo Private Bank
At Large Member Karen Ribble Fitch Ratings
Immediate Past Chair Terry Goode Wells Capital Mgmt.

 

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