This page highlights and summarizes actions you will be asked to vote on at the Association’s upcoming annual meeting.

Election of CMT Association Directors for fiscal year starting July 1, 2022
In accordance with the CMT Association Constitution, the CMT Association Governance Committee has presented the following slate of candidates for Directors for a 3-year term beginning July 1, 2022. Members should vote “YES”, “NO”, or “ABSTAIN” for the recommended slate.

• Gina Martin Adams, CMT, CFA
• Jamie Coutts, CMT, CFT
• John Kolovos, CMT, CFA
• Vishal Mehta, CMT
• Jay Woods, CMT

Election of CMT Association Officers for fiscal year starting July 1, 2022
In accordance with the CMT Association Constitution, the CMT Association Governance Committee has presented the following slate of candidates for Officers for a 1-year term beginning on July 1, 2022. Members should vote “YES”, “NO”, or “ABSTAIN” for the recommended slate.

• President: Brett Villaume, CMT, CAIA
• Vice-President: Robert Palladino, CMT
• Treasurer: Karen Benefiel, CMT, CPA
• Secretary: John Kolovos, CMT, CFA

Approval of CMT Association Bylaws

Proposed changes to the Bylaws are being put forth for member approval at the 2022 Annual Membership Meeting. These changes to the Bylaws proposed by the Governance Committee regard the requirements for the Member status in the Association per Article 2 of the Bylaws.

Proposed changes include the following:

• Remove the requirement that the applicant is employed as an investment professional as of the date of application for Member status.
• Require that the applicant attain three (3) years of Approved Professional Work Experience at any time prior to application for Member status.
• The Approved Professional Work Experience requirement must be fulfilled within five (5) years of having successfully completed CMT Level III.