EXECUTIVES - Key Persons


Charee Lord

Job Titles:
  • Executive Director

Charles (Charlie) Wolfe Cunningham

Our beloved long-time member Charles (Charlie) Wolfe Cunningham passed away and went to heaven on November 11, 2023. Charles' was born on November 20, 1941 in Skibbereen, County Cork, Ireland to Gerald Patrick Cunningham and Marjorie Winsome Cunningham (née Wolfe). Charles attended Newbridge College Boarding School, where he loved to play rugby, and sail during the summer in West Cork on Baltimore Bay. He left for the USA after graduation in 1959 to live with his Uncle Joey and Aunt Irene Cunningham in Redwood City, CA. After attending USF for one year, Charles, who was nicknamed Charlie, served in the U.S. Marine Corps for two years of active duty (1963-1964) followed by weekend reserves. Charlie enjoyed golfing with his business associates and vendors, was a member of the Irish American community in SF, was a member of the California Moving and Storage Association (CMSA), and the San Francisco Executive's Association, where he made many strong business connections and friends.

Emily Chan

Job Titles:
  • Ameriprise Financial Advisor

Julie Shumate

Job Titles:
  • Membership Chair

Loren M. Lopin

Job Titles:
  • Attorney at Law / Trust & Estates, P.C

Nicholas Paleologos

Job Titles:
  • Insurance

Robert L. Sommers

Job Titles:
  • Tax Attorney

Ted Bacon

Member Ted Bacon of AlvaradoSmith law firm gave a vibrant and informative presentation on AB5 and the evolving changes to the use of independent contractors by California Businesses-the new rule, the exceptions and the strategies going forward.