NYSSA Announces New Board of Directors

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Two new directors-at-large elected following society elections.

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The New York Society of Security Analysts (NYSSA), leading forum for the investment community since 1937, announced its new board following the Annual Meeting to elect directors and officers on December 13, 2012. The board has a new vice chairman and secretary as well as two new directors-at-large.

Mark Ukrainskyj, CFA, was elected vice chairman of the board; he was previously a director-at-large. Karen Sterling, PhD, CFA, was selected to be the secretary of the board; she was previously the vice chairman. NYSSA’s newly appointed directors-at-large are Daniel Dagen, CFA, and Alex Urdea, CFA, FRM, CMT.

“We are very pleased to welcome Daniel and Alex to our board of directors,” said Kathy O’Connor, CFA, chairman of the Society. “Their financial experience and proven business leadership, as well as their past experience as NYSSA committee chairs, will definitely serve the Society well.”

Daniel Dagen, CFA, is a wealth management advisor with MassMutual Financial Group. He graduated from Bowdoin College with a BA in economics and previously worked with Northwestern Mutual, Sands Brothers & Co., Inc., Axiom Capital Management, Gruntal, and Lehman Brothers serving high-net-worth individual investors. In his current practice, he focuses on long-range financial planning, investment management, insurance solutions, business succession, and estate planning. Dagen served as charter president of the NYSSA Toastmasters club, has chaired events for the Wealth Management Committee, and been vice chair and chair of the NYSSA Membership Committee.

Alex Urdea, CFA, FRM, CMT, joined Solus at its inception in July 2007 and has been managing risk for the hedge fund portfolios since he joined Stanfield Capital Partners LLC in 2004. At Solus, he leads a group responsible for developing and managing a proprietary system that integrates portfolio management, trading, risk, research, operations, legal, and investor relations functions. As such, his daily responsibilities include monitoring portfolio exposures and sensitivities while working to express the firm’s view in the most effective and efficient manner. Urdea has served as chairman for NYSSA’s Investment Strategy Committee. He was recently awarded the NYSSA Volunteer of the Year Award (2010). He also volunteers his time as a junior board member for Streetwise Partners, a nonprofit organization dedicated to helping the unemployed and underprivileged of New York find long-lasting and fulfilling careers. Urdea received a BSE in financial engineering from Princeton University in 2002 along with a Certificate in Finance and Engineering Management Systems. He was inducted into the Sigma Xi Research Society and served in several leadership roles.

NYSSA also expresses its thanks for dedicated service to the Society to three board members who are no longer serving: Elizabeth K. Miller, CFA; Katherin Nukk-Freeman, Esq.; and Barry M. Sine, CFA, CMT.

NYSSA’s new board of directors is:


  • Chairman: Kathy A. O’Connor, CFA
  • Vice Chairman: Mark Ukrainskyj, CFA
  • Secretary: Karen Sterling, PhD, CFA


  • Steve Balog
  • Karen E. Boroff, PhD
  • Daniel Dagen, CFA
  • Richard G. Lipstein
  • Andrew J. Melnick, CFA
  • Nanci D. Morris, CFA
  • Guy Rutherfurd, CFA
  • Victor Ugolyn
  • Alex Urdea, CFA, FRM, CMT

For more information on NYSSA’s board, please visit http://www.nyssa.org/boardofdirectors.

The New York Society of Security Analysts (NYSSA) is a leading forum for the investment community. NYSSA’s mission is to promote best practices and the highest professional and ethical standards in the industry. With nearly 10,000 members, NYSSA is the largest of the 135 societies worldwide that make up CFA Institute, which has over 105,000 members.

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