Three New Members Elected to CFP Board’s Board of Directors
The Board of Directors for the Certified Financial Planner Board of Standards, Inc. has elected three new members to the Board: Susan Baran, CFP®, Ed Moore, CFP® and Martin Schamis, CFP®.
“We are pleased to have these three extraordinary CFP® professionals join our Board of Directors,” said Richard Salmen, CFP®, 2017 Chair-elect and Chair of the Nominating Committee. “Each one of these professionals has shown a dedication to the financial planning profession and serving the public. I look forward to working with them to carry out CFP Board’s mission as we increase Americans’ access to ethical and competent CFP® professionals.”
The new Board members are:
Susan Baran, CFP®: An experienced non-profit executive and estate attorney, Baran serves as a Vice President and Senior Wealth Strategist at PNC Wealth Management. Previously, Baran worked for a variety of non-profit organizations as a development professional. In this capacity, she collaborated with a team of legal, tax and financial advisors to help donors make informed and prudent charitable contributions. She currently serves on the Board of Directors for the Planned Giving Council of Eastern Wisconsin and is a member of the planned giving committee of the Medical College of Wisconsin. She earned her BA and MS degrees from the University of Wisconsin and her JD from Marquette University School of Law. Baran earned the CFP® certification in 2016.
Ed Moore, CFP®: With more than three decades of financial planning experience, Moore has a profound understanding of financial planning and its benefit to the public. Moore currently serves as president at Edelman Financial Services, a firm that he helped build from a six-employee enterprise to a planning practice with 575 employees and 160 financial planners. During his career, Moore has worked to elevate financial planning into an established and recognized profession and educate the public about making wise financial decisions. He earned his BS from Virginia Polytechnic Institute in Industrial Engineering and Operations Research prior to earning his CFP® certification in 1991.
Martin Schamis, CFP®: An innovator in developing ways to integrate technology into his firms’ financial planning practices, Schamis is vice president and head of wealth planning at Janney Montgomery Scott, LLC. In this position, Schamis is responsible for leading the overall strategic direction of financial planning services for the firm’s retail clients. Throughout his professional career, he has led initiatives to improve and manage processes, policies and procedures to achieve business goals. He has also been affiliated with The Vanguard Group and Morgan Stanley prior to joining Janney. He earned his BA in Physics and Art from University of Delaware, his MBA in Finance from St. Joseph’s University and is currently working on his PhD in Financial Planning from the American College. He earned the CFP® certification in 2003.The new Board members’ four-year terms start January 1, 2018. With the three new board members elected in November, the Board will have 15 voting members. CEO Kevin R. Keller, CAE, will continue as a non-voting member, bringing the total number of Board members to 16.