
Saturday, October 25, 2008 2:30 PM - 3:30 PM
Room: Frontenac A
Speaker(s)
George R. Gay
Holly Testa
Description
Last year, we conducted extensive interviews with our top 30 Network Leaders. Holly Testa did follow-up interviews regarding Community Investing, Shareholder Advocacy and Succession Planning. We plan to invite this year's 30 Network Leaders to attend a round-table discussion, specifically focused on their feedback about the Strategic Direction Presentation that George will make on Friday morning.
Speaker Biographies
George R. Gay CFP, AIF
is Chief Executive Officer of First Affirmative Financial Network, LLC and chairs the FAFN Investment Committee. He serves on the board of directors of the Social Investment Forum, with prior service from 1993 to 2000, and has produced and hosted the annual SRI in the Rockies Conference since 1990. He was the recipient of the industry?s 1997 ?SRI Service Award.?
George earned his Certified Financial Planner? designation in June 1984 and completed a range of securities examinations covering the practice and supervision of securities business. He has held Series 24 (Registered Principal), 7 (Registered Representative), 65 (Uniform Investment Advisor), 53 (Municipal Bond Principal) and 63 (Uniform Securities Agent) licenses.
George joined the company that was to become First Affirmative Financial Network as a financial planner in November 1986. He assumed the position of Chief Operating Officer of FAFN in 1989 and managed the sale of FAFN to Walnut Street Securities, Inc., in 1995. George served as President of the FAFN division of Walnut Street Advisers and as Vice President of Walnut Street Advisers (May 1, 1995?June 30, 1999). He became First Affirmative?s CEO on July 1, 1999 when the company again became independent.
Born September 13, 1952 in Monroe, Michigan, George is a 1974 graduate of the United States Military Academy at West Point; he served on active duty for nine years in various command, staff and faculty assignments as an Armor officer. His final assignment on active duty, and then for three years as a civilian, was in the Resource Management Division, Directorate of Personnel and Community Activities at Fort Carson, Colorado. As division chief, George was responsible for the financial management of most business operations on the installation, ranging from the Golf Course and Bowling Center, to the Club Systems and Child Care operations. Upon his departure, George received the Department of the Army ?Commander?s Award for Civilian Service.?