What motivated you to volunteer
your time as a leader at the CFA?
I never viewed this as volunteering. I
always viewed it as an extension of the
leadership role that I played in the institutions that I’ve managed. The benefits are
obviously greater knowledge to do my job,
being able to stay current in the industry,
and networking amongst my peers, which,
again, helps me to do my “day” job and be
successful. Another advantage to being
involved is joint advocacy for the common
good. These are the reasons I volunteer
and I think that’s why everybody should
volunteer because you’re not doing your
primary job well if you don’t.
I think the true leaders in this industry are involved, and that’s critical.
What do you see as CFA’s main
Education, advocacy and networking
opportunities are the top three in my
mind in terms of the purpose of this
organization. If we can be successful in
those three areas, I think we’ve done a
tremendous job, and CFA has done that,
for the most part.
For example, I think Tim Atkinson,
director of education, has done a nice
job. He has added a real professionalism
to it, but we’re still refining our strategy,
whether it’s offering more Web-based
training or whether it’s additional live
classes. Obviously, we have to find the
right combination and we will continue
to strive to do so.
What do you enjoy doing when you
I live on Barnegat Bay in New Jersey, so
my wife and I enjoy boating, gardening
and golf, although I acknowledge that I
do not play the game very well, but I am
working on it!
We travel a little bit and we like
Broadway. My kids are grown up, so
my wife and I have a fair amount of
time and can travel more now.
Living on the Jersey Shore, you
must have been affected by Super-storm Sandy.
Sandy was one of the most harrowing
and, ultimately, devastating events
that I have experienced in my lifetime.
I cannot accurately portray all of the
emotions for this article. It took us about
six months to restore our home. We
were lucky that we were able to isolate
the first floor and live on the other two
floors while the work was being done.
We borrowed a generator and a Good
Samaritan electrician hooked it up into
the circuit breaker panel and he would
not accept a dime from me. The storm
did bring out the good in many people.
Thank you. TSL
Michele Ocejo is editor-in-chief of The
I never viewed
this as volun-
teering. I always
viewed it as an
extension of the
that I played in
that I’ve man-
aged. The benefits
edge to do my job,
being able to stay
current in the in-
dustry, and net-
my peers, which,
again, helps me to
do my “day” job
and be success-
ful. Another ad-
vantage to being
involved is joint
advocacy for the