NASP-ATLANTA Chapter Officer Candidates
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1 OFFICIAL BALLOT NASP ATLANTA CHAPTER OFFICERS ELECTION Voting for the NASP-Atlanta Chapter Officers will be done completely on-line. Online ballot forms are due by 11:00 a.m. on November 8, Please note that the on-line system will close at 11:00 a.m. We recommend that you log-on to the link a few minutes before to complete your ballot. CLICK HERE TO VIEW THE ONLINE BALLOT Below is the list, bio s and statements for NASP-Atlanta Chapter Officers. You do have the option to write-in a candidate; however they must be a financial member of NASP. NASP-ATLANTA Chapter Officer Candidates President Linda Jordan The Jordan Group Vice President Treasurer Calvin Vismale, Jr. Rainbow PUSH Atlanta and the Citizen Education Fund (CEF) Southern Region Peachtree Street Project Yolanda Waggoner-Forman Morningside Asset Management Nathan Lewis Security Capital
2 Nasp atlanta chapter officers CANDIDATES ATLANTA CHAPTER PRESIDENT CANDIDATE THE JORDAN GROUP Linda Jordan President I am honored to have been nominated for President of the Atlanta Chapter of NASP!! I would like to continue to carry on the legacy of my mentor, Maynard Jackson and all of the Presidents who were there before me. I would like to continue the programs that are already in place and add new ones to our platform. I think that Atlanta is a unique chapter, home of the civil rights movement and we have been fighting for the rights for minorities and women in the financial services arena for a long time. I respectfully ask for your vote and look forward to working with the new officers and members of the chapter!!! Linda Joyce Jordan has been a financial services executive for more than 25 years. A lifelong community servant and high achiever, Jordan is also a pioneering professional in her own right. Most recently, Jordan was managing director with Mesirow Financial, an independent financial services firm headquartered in Chicago. For the past ten years, Jordan managed the Atlanta office and was responsible for developing the firm s institutional relationships and marketing its investment management capabilities to plan sponsors and institutional investors in the Southeast and Western regions of the United States, including the Caribbean. She was an integral part of helping to grow Mesirow s $92.4 billion in assets under management to date. Prior to joining Mesirow, Jordan served as a regional vice president of marketing for NCM Capital, a North Carolina-based investment management firm, and as a marketing
3 representative in the foreign exchange division at the First National Bank of Chicago (now JPMorgan Chase and Co.). She is also a former FINRA public arbitrator. In 2006, Jordan was inducted into the Academy of Distinguished Engineering Alumni at Georgia Tech, making her the first African-American female to be inducted. She is an alumna of Leadership Atlanta, class of Jordan has held leadership roles with numerous civic and professional organizations, including the City of Atlanta and Fulton County Recreation Authority, the Atlanta Chapter of Conference of Minority Transportation Officials (COMTO), the Atlanta chapter of the National Black MBA Association, and the National Forum for Black Public Administrators. She is an active member of the Atlanta Alumni Chapter of Delta Sigma Theta Sorority, Inc. Jordan received a bachelor s degree in mathematics from Clark Atlanta University and a bachelor s degree in electrical engineering from Georgia Tech. She also earned a master s degree in electrical engineering from Georgia Tech and her MBA in finance from the Fuqua School of Business at Duke University. Her professional certifications include holding the Series 7, 63 and 65 securities licenses. Jordan s membership with NASP spans over 20 years and she has served on the Board of Directors for 13 years, currently as Secretary. For the past eight years, Jordan has led the effort to increase the participation of trustees and investment staff in the Annual Pension and Financial Services Conference as the co-chair of NASP s Plan Sponsor Outreach Committee. She was also instrumental in helping to form NASP s Legislative Committee, which aims to strengthen the organization s reputation and profile amongst key influencers, policy and decision makers at all levels of government. In 2011, Jordan was awarded the inaugural Financial Services Industry Pioneer Award in Marketing by the Atlanta Chapter of NASP
4 ATLANTA CHAPTER VICE PRESIDENT CANDIDATES MORNINGSIDE ASSET MANAGEMENT YOLANDA WAGGONER-FOREMAN Founder and CEO Thanks for the nomination. I am honored to be considered. Ms. Foreman is the Founder and CEO of Morningside Asset Management, an Atlanta based value-focused investment firm. Prior to founding Morningside, Ms. Foreman was Co-CEO at Gray & Company Global Investment Solutions where she served on the executive and investment committee to provide portfolio and operational oversight. Prior to Gray & Company, Ms. Foreman served as Chief Administrative/Compliance Officer for United Investment Managers. Ms. Foreman has been working in the financial services industry for over 15 years. Before joining UIM, she was Vice President Marketing/Client Services for The Kenwood Group, analyst for Edward Jones and investment representative for OLDE Stockbrokers. Ms. Foreman is the Secretary/Treasurer of Consequent Foundation, a Georgia based 501(c) (3) organization that works to support diversity and the growth of minority entrepreneurship. Ms. Foreman is a past director of the Fast Track Program (Chicago) for the National Association of Securities Professionals. Ms. Foreman has been working in the financial services industry for over 15 years and holds a B.S. in Finance from the University of Illinois at Urbana-Champaign and a M.B.A. from the University of Missouri. I would like to serve as Vice President of the Atlanta Chapter of NASP for several reasons; however the most important reason is to assist the next generation of investment professionals with their entrepreneurial goals. As an entrepreneur that had the wonderful opportunity to work with two successful entrepreneurs in the investment management business I feel it s my duty to pay it forward with the next generation.
5 Fast Track is a program that is also so very important to me and I miss the many years that I helped to facilitate this program in Chicago and look forward to doing the same in Atlanta. I am passionate about helping to empower the youth to make the best of their financial situations, no matter what they may be and NASP is an excellent platform for financial literacy for all, especially the youth. RAINBOW PUSH ATLANTA AND THE CITIZEN EDUCATION FUND (CEF) SOUTHERN REGION PEACHTREE STREET PROJECT Calvin F. Vismale, Jr. Executive Director Dear NASP-Atlanta Chapter Members: It is an honor and privilege to be nominated as vice president of the Atlanta Chapter of the National Association of Securities Professionals (NASP). Having worked directly with Maynard Jackson, Joyce Johnson and Henry Parker has afforded me a valuable historical perspective of NASP and its significance from the beginning. I will use my experience as NASP National Board Member (10+yrs.), Founding Member of the Financial Services Conference, extensive relationships, personal passion and commitment to grow the chapter membership, provide great program content and expand our influence by way of collaboration. Vismale was appointed on April 1, 2016 the new Executive Director of the Rainbow PUSH Coalition and the Citizen Education Fund (CEF) Southern Region Peachtree Street Project after a three month search by Reverend Jesse L. Jackson, founder and the Board of Directors. Vismale, who earned a BA in Banking and Finance from Morehouse College, is known as an innovative entrepreneur and independent capital market professional. Vismale is not new to the Rainbow PUSH Coalition. As the founding Chairman of the Peachtree Street Project, Vismale has been a key member of the Peachtree Street Project Advisory
6 Board. Setting an agenda for the new South and economic equity are high among the list of priorities for Vismale as head of the Atlanta office of PUSH. As an Atlantan by way of Chicago, Vismale has an extensive history of community involvement. He currently serves on the Board of Directors for People TV Public Congregational Church Community Development Corporation (First CDC), Board President of Sevenanda Community Cooperative, Board Member of the National Association of Securities Professionals (NASP), founding member of NASP Financial Services Conference and is a Registered Municipal Advisor. ATLANTA CHAPTER TREASURER CANDIDATE SECURITY CAPITAL Nathan Lewis President & CEO It is with honor and enthusiasm that I accept the nomination for the office of Treasurer for the NASP Atlanta Chapter. I have been active within the organization since 1999 as a graduate student and previously served as Treasurer for the term of office. I would like to work to promote the social, professional and economic development of NASP in Atlanta, encourage a sense of common identity and foster communication among its community of member at large. With more than 15 years of experience in the securities industry, Mr. Lewis serves as President and CEO of Security Capital Brokerage, Inc. (SCB) and works with clients in the Southeast Region. As the lead banker for SCB, in which he is a majority shareholder, Mr. Lewis is responsible for the firm s brokerage, and capital markets services to clients. Mr. Lewis has served as a banker on small and large transactions, which have helped spur economic development initiatives. He has been responsible for business development in
7 Georgia, Alabama, Florida and Tennessee, working with corporations and institutional investors providing investment communication in the area of equities and capital financing. Prior to becoming President and CEO of SCB, Lewis led Jackson Securities research practice, and was responsible for overseeing its alternative investment initiatives nationwide. Nathan received a Bachelor of Business Administration from the University of Georgia and a Master of Business Administration from Clark Atlanta University. Mr. Lewis is also a graduate of the AIMSE/Wharton Investment Institute at the University of Pennsylvania's Wharton School of Business.
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