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If you are interested in volunteering for any of these Advisory Groups or Sub-Groups, please click here. We welcome your participation!
Only CFA Chicago members may volunteer for our Advisory Groups and Sub-Groups.
Chair: Wally Fikri, CFA - William Blair & Company
Email: AnnualDinner@cfachicago.org
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Click here to see the meeting minutes for this group. (CFA Chicago Members only)
The Annual Dinner Advisory Group coordinates the Annual Dinner - CFA Chicago's premier event. The Annual Dinner Advisory Group develops sponsorship packages and recruits top companies to support the event.
Chair: Jay Eisenhardt - UBS Global Asset Management
Email: candidateservices@cfachicago.org
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Click here to see the volunteers for this Advisory Group.
Click here to see the meeting minutes for this group. (CFA Chicago Members only)
The Candidate Services Advisory Group conducts outreach to Candidates during the process towards getting their CFA designation. The Candidate Services Advisory Group administers the Candidates Services section of the Society website, coordinates study groups, and assists with the Society post-CFA exam party each June.
Co-Chairs: Indira Garapati - LaSalle Bank - Wealth Management; Ryan McGloin, CFA - Commercial Tenant Analysis, Inc.
Email: careermgmt@cfachicago.org
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Click here to see the volunteers for this Advisory Group.
Click here to see the meeting minutes for this group. (CFA Chicago Members only)
The Career Management Advisory Group focuses on programs that assist CFA's in enhancing their careers. Events are held after-hours and cover a broad range of topics including resume writing, networking, and salary negotiation.
Co-Chairs: Heather Brilliant, CFA - Morningstar, Inc.; Jodie Gunzbeg, CFA - Marco Consulting
Email: cfa@cfachicago.org
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Click here to see the meeting minutes for this group. (CFA Chicago Members only)
The C.F.A. Advisory Group is an alliance of dedicated women investment professionals. The C.F.A. Advisory Group is focused on recognizing the importance of women's contributions to CFA Chicago, to the investment industry, and to the local community.
Chair: Gregory Gocek, CFA
Email: communication@cfachicago.org
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Click here to see the volunteers for this Advisory Group.
Click here to see the meeting minutes for this group. (CFA Chicago Members only)
The Communication Advisory Group informs members about news and developments in the Society and the profession, cultivates public awareness and understanding of the purposes and activities of the Society, supports the Society's marketing programs, and serves as the liaison between the Advisory Groups of the Society. The Communication Advisory Group publishes a quarterly newsletter for members.
Co-Chairs: Steven Dayon, CFA - Swapstream; Joe Simpson - Gresham Partners, LLC
Email: education@cfachicago.org
Click here for the the group meeting schedule.
Click here to see the volunteers for this Advisory Group.
Click here to see the meeting minutes for this group. (CFA Chicago Members only)
The Education Advisory Group develops topical and relevant seminars to assist the members of the Society with continuing education in fields related to investment analysis.
Chair: Anthony Scavuzzo, CFA - MB Financial Bank
Email: finance@cfachicago.org
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Click here to see the volunteers for this Advisory Group.
Click here to see the meeting minutes for this group. (CFA Chicago Members only)
The Finance Advisory Group supports the CFA Chicago CEO and Treasurer in managing the internal finances of the society. The group will expand the financial knowledge base by providing expertise and assistance to staff and the Board of Directors.
Chair: Marcus Velasco, CFA - Bank of America
Email: jobplacement@cfachicago.org
Click here for the the group meeting schedule.
Click here to see the volunteers for this Advisory Group.
Click here to see the meeting minutes for this group. (CFA Chicago Members only)
The Job Placements Advisory Group is responsible for soliciting employers to post on the CFA Chicago website. The Job Placements Advisory Group develops innovative pricing structures and conducts extensive outreach to the hiring professionals in Chicago.
Chair: Joanna McGinley, CFA - Morningstar, Inc.
Email: programs@cfachicago.org
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Click here to see the volunteers for this Advisory Group.
Click here to see the meeting minutes for this group. (CFA Chicago Members only)
The Program Advisory Group is responsible for scheduling prominent corporate executives, asset managers, government officials, and nationally recognized academics to discuss issue of importance at luncheon meetings.
Chair: Jodi DiCenzo, CFA - JDL Consulting
Email: recruitment@cfachicago.org
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Click here to see the volunteers for this Advisory Group.
Click here to see the meeting minutes for this group. (CFA Chicago Members only)
The Recruitment Advisory Group conducts outreach to potential new members in the Chicago area. The Recruitment Advisory Group volunteers personally contact targets and explain the benefits of membership.
Chair: Jeff Kernagis, CFA - PowerShares Capital Management LLC
Email: socialevents@cfachicago.org
Click here for the the group meeting schedule.
Click here to see the volunteers for this Advisory Group.
Click here to see the meeting minutes for this group. (CFA Chicago Members only)
The Social Advisory Group plans and executes social events for members. Social events include group outings to sports events and happy hours.