President Lynn Holec opened the virtual meeting at 6:00 pm. She started the meeting by leading the Pledge of Allegiance.
President Lynn Holec announced birthdays for the week: Octavian Ionici and Bill Boleyn.
Meeting visitors introduced themselves. Visitors included David Fishman and a couple guests of Shelton Williams.
Allister Chang presented a member moment.
Allister then introduced our speaker, Joseph Leitmann, Executive Director of Capital Area Asset Builders (CAAB). He is an asset building, financial capability, and financial services professional with 20 years of experience in a broad spectrum of executive management, strategic planning, program and project management, team management, business development, and investment strategy and portfolio management. Joseph was previously CAAB's Acting Executive Director, Deputy Director, and Director of External Relations.
Joseph oversees CAAB’s management, strategic planning implementation, and relationships with key funding supporters, private sector employers, media organizations, elected officials in Washington, DC, and individual donors.
Prior to joining CAAB, Joseph was Managing Director of Investment Operations & Portfolio Management at McLean Asset Management, a wealth management firm in McLean, Virginia. Before that position, Joseph was Vice President of Client Services & Managed Accounts at Advisor Partners, LLC, an institutional money management firm in San Francisco, California. His first job was with the San Francisco, California-based global investment management firm Dresdner RCM Global Investors where he worked with corporate retirement and pension plans throughout the U.S.
Joseph holds a BA in International Relations from San Francisco State University. Read Joseph’s full bio here.
President Lynn Holec adjourned the meeting at 7:00 pm.