CFA Society Chicago Events
Investor Bill of Rights
Note: Photo ID required at check-in.
Attire: Business Casual
CFA Institute Qualified Activity: Eligible for 1 credit hour
Hosted by: CFA Society Chicago Education Advisory Group
Bradley P. Summers, CFA, CPWA, CRPC: Available Soon
Sunitha Thomas, CFA, CPWA, has held Global Portfolio Management and Investment Analyst roles for over 20 years. Her experience includes Investment Analyst roles at Putnam and Fidelity Investments in Boston, MA. She also was the Associate Director of Equity Research for Northern Trust Global Investments. In addition to her analyst responsibilities, Thomas served on the Northern Trust Global Investments Leadership Council, and chaired the Northern Trust Global Investments Diversity and Inclusion Council and the Stock Selection Committee.
Thomas advises clients on investment policy, asset allocation, portfolio construction, and manager and security selection. Her clients include business owners, multigenerational wealth owners and corporate executives. Thomas serves on Northern's Investment Policy committee which formulates firm wide tactical asset allocation policy and on Northern's Investment Advisory Committee which evaluates all investment solutions for wealth management clients.
Thomas is a co-chair of CFA Society Chicago's Distinguished Speakers Series Advisory Group. She has also chaired the Finance and Audit committee of the Music Institute of Chicago and has been actively involved on the boards of the National Kidney Foundation of Illinois and Northern's Centennial Fund for the Education of Children.
In addition to being a Chartered Financial Analyst and member of CFA Society Chicago, Thomas is a Certified Private Wealth Advisor and a member of the Investment Management Consultants Association. She completed a double major in Economics and Latin American Studies at the University of Chicago. In 2001, she was awarded a Master's in Business Administration from the Wharton School of Business of the University of Pennsylvania.
Money Smart Week:
*Special Notes Regarding Fees:
CFA Institute CE Qualified Activity
Content shared during CFA Society Chicago programs is not, and nothing in it should be construed as, an offer, invitation or recommendation of any specific financial services company or professional, or an offer, invitation or recommendation to sell, or a solicitation of an offer to buy, any securities in any jurisdiction. By registering for and attending this event, you acknowledge that any photographs that may be taken are the property of CFA Society Chicago and give your consent to their use in CFA Society Chicago's online and print business communications and marketing.