Eddy Demirovic, MBA, PMP

Director of Talent Pipeline 

CFP Board 

Eddy Demirovic is the Director of Talent Pipeline at the CFP Board Center for Financial Planning where he oversees initiatives to cultivate a next generation workforce to ensure the profession can recruit and retain the talent it needs to grow.

Eddy’s responsibilities include advancing the CFP Board Career Center, the financial planning profession’s premier website for jobs and internships; expanding impact from virtual career fairs that connect employers and job seekers in real time; and growing scholarship programs that assist aspiring CFP® professionals with completing the education and exam requirements for CFP® certification.

Eddy led the development of the Guide to Careers in Financial Planning, a first-of-its-kind resource based on new original research that provides students, career changers and financial services professionals with guidance on beginning and sustaining a successful and rewarding career in financial planning.

Eddy also supports the Workforce Development Advisory Group responsible for driving efforts to improve the health of the profession’s talent pipeline by attracting and retaining the next

generation of financial planners. The group is composed of experts on talent acquisition and retention, leaders from financial services firms, heads of CFP Board Registered Programs and outside experts.

Prior to his current role, Eddy has also served in a variety of management roles within CFP Board, including overseeing grassroots advocacy and pro bono functions. 

He holds a Master of Business Administration (MBA) degree with Concentration in Finance from Virginia Tech, a Bachelor of Science in Management from St. John Fisher College, and the Project Management Professional (PMP) certification from the Project Management Institute. He lives in Alexandria, Virginia.

Luz Lambertus

Senior Vice President, D&I Talent Acquisition

Bank of America 

Luz is a Senior Vice President, D&I Talent Acquisition Manager for the legacy Global Banking & Markets (GBAM), Merrill Lynch, and Private Bank businesses at Bank of America. In this role, Luz is responsible for managing the lateral sourcing strategy to maximize diversity hiring. 

Prior to her current role, Luz was a Program Manager on the GBAM Learning & Leadership Development team. In this role Luz partnered with Global Markets leaders to understand their learning and development needs and tailor programming for both technical and soft skills development and enrichment. 

Luz joined Bank of America in 2015 as a Corporate Recruiter on the GBAM Talent Acquisition team where she supported Wholesale Credit hiring as well as several key hiring initiatives. Prior to joining Bank of America Luz held roles at boutique staffing agencies in the New York City Metro area servicing the Financial Services industry in both individual contributor and leadership capacities. 

Luz holds a Bachelor of Business Administration in Internal Marketing from Baruch College’s Zicklin School of Business and is co-chair of the Executive Advisory Board of Bank of America’s Hispanic/Latino Organization for Leadership and Advancement (HOLA) in New York. Prior to her board co-chair role, Luz led the chapter’s overall strategy and execution towards furthering the Hispanic/Latino cause at Bank of America as chapter co-chair.

Diana Cheung, MSF

Wealth Planning Associate

Ballentine Partners

Diana is a Wealth Planning Associate at Ballentine Partners where she helps families and entrepreneurs implement comprehensive financial plans that allow them to live their most fulfilling lives. Nothing brings her more joy than seeing others achieve their version of success.

Diana received her Master of Science in Finance from the Georgetown University McDonough School of Business, and her Bachelor of Arts from the University of California, Los Angeles (UCLA), graduating with honors and dual majors in Psychology and Human Biology & Sociology. She is currently working towards obtaining her CFP designation.

China Leonard

Financial Advisor Development Program Manager

Vanguard

China currently serves as a manager for Vanguard’s Financial Advisor Development Program (FADP), where she enjoys recruiting, hiring, and developing high performing talent. Her role allows her to oversee and support participants in their journey of obtaining their Certified Financial Planning designation®. As an alum of the University of North Carolina at Wilmington, she started my career at Vanguard within the Relationship Management and Sales Division in 2008. There she obtained various roles from servicing clients and positioning Vanguard’s Personal Advisor Services as a Sales Consultant to joining the management team as a Client Solutions Team Leader. China is known for my expertise in sales, relationship management, and driving outcomes through coaching. As a member of Vanguard’s Women’s Initiative for Leadership Success as well as The Black Organization for Leadership & Dialogue, she has been able to cultivate her passion of leadership, developing others, and fostering a culture of diversity, equity, and inclusion.In her spare time, China enjoys servicing the community through various projects and partnering with organizations like Second Harvest Food Bank of Metrolina and Crisis Assistance Ministry. In addition, she adores spending time with her family, teaching her daughter to play the piano and traveling throughout the Caribbean. 

In my spare time, I enjoy servicing the community through various projects and partnering with organizations like Second Harvest Food Bank of Metrolina and Crisis Assistance Ministry. In addition, I adore spending time with my family, teaching my daughter to play the piano and traveling throughout the Caribbean.

Christopher Thompson

Executive Director, Head of Talent Engagement

JPMorgan Chase

Christopher is head of Talent Engagement for Consumer and Community Banking (CCB). In this role, he leads a team dedicated to help build pathways and programs for Associates to grow, while helping connect our employees to volunteerism and community engagement. Christopher serves as a talent and DEI leader within J.P. Morgan Chase and is responsible for partnering with business leaders, across teams and the firm’s global markets, to embed DEI practices and principles to transform behaviors. 

Since joining the firm in August 2017, his primary goal has been to drive business outcomes and behaviors by creating an ecosystem that centers around a diverse and inclusive workplace.  Christopher is a sought-after speaker, Master Facilitator, certified Hogan and FIRO-B leadership coach, mentor, executive sponsor for a virtual ally network, member, or sponsor for multiple BRGs, leader in the Ohio market on the Human Resources Leadership Team and Ohio DEI Council.  Through his leadership, multiple Champion and Leadership Forums have been launched to help facilitate engagement and exposure for underrepresented communities.  

Throughout his nearly two-decade career, Christopher has focused on helping people create pathways for development, advancement, and promotion.  From his very first job to his current role with J.P. Morgan Chase, he has focused on ensuring inclusion reaches all corners of an organization.  He began his career at Wittenberg University where he was responsible for the recruitment and retention of students.  Ever since, he’s worked to bring inclusion to the front and center of everything he does. But for Christopher, this mission extends beyond the office. He has held several leadership roles within his church community and has worked tirelessly on helping people develop their ‘whole person’ mentality.  Christopher has been married to his Melanie for 24 years ago with three adult children, Kris, Kaleb, and Kennedy.