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Officers and Directors
Click here to see our Organizational Chart
Chairman
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Heather E. Brilliant, CFA
Morningstar, Inc.
22. W. Washington
Chicago, IL 60602
ph: 312-696-6337
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Vice Chair
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Keith Cardoza, CFA
Brownson, Rehmus & Foxworth, Inc.
200 S. Wacker Suite #2300
Chicago, IL 60606
ph: 312-346-0496
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Vice President Operations/Treasurer
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Daniela Mardarovici, CFA
Harris Investment Management, Inc.
190 S. LaSalle Street, 4th Floor
Chicago, IL 60603
ph: 312-461-7741
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Vice President Member Development/Secretary
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Lisa Curran, CFA
Perspicua Strategic Partners
1740 N. Clark St. #1717
Chicago, IL 60614
ph: 312-337-4032
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Vice President Academic Programs
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Howard Cohen, CFA
Blaige & Co.
6741 N. Francisco
Chicago, IL 60645
ph: 773-899-5649
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Vice President Special Events
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Jeffrey W. Kernagis, CFA
PowerShares Capital Management LLC
301 West Roosevelt Rd.
Wheaton, IL 60187
ph: 630-577-2275
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Immediate Past Chairman
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Leo Harmon, Jr., CFA
Fiduciary Management Associates
55 W Monroe, Ste. 2550
Chicago, IL 60603
ph: 312-334-0256
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Director 2012 (1-year term)
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Jeffrey Diermeier, CFA
CFA Institute (past President and CEO)
109 S County Line Road
Hinsdale, IL 60521
ph: 630-655-0766
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Katherine Donaldson
Brownson, Rehmus & Foxworth, Inc.
200 S. Wacker Dr., Suite #2300
Chicago, IL 60606
ph: 312-346-5849
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Wendell Mackey, CFA
Channing Capital Management, LLC
10 S. LaSalle St., Suite #2650
Chicago, IL 60603
ph: 312-223-0210
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Bruce Rauner
GTCR, LLC
300 N. LaSalle St., Suite #5600
Chicago, IL 60654
ph: 312-382-2229
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Director 2012 (3-year term)
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Sean M. Casey, CFA
Gore Creek Assest Management
71 S. Wacker Drive, Suite #3575
Chicago, IL 60606
ph: 312-376-0145
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John J. Kelley, CFA
US Trust-Bank of America
Mail Code: IL1-231-03-28
231 S. LaSalle
Chicago, IL 60697
ph: 312-828-6152
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Carol A. Levenson, CFA
Gimme Credit Publications Inc.
333 W. Wacker Drive, Suite 210
Chicago, IL 60606
ph: 312-781-1036 x.3003
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Director 2013 (3-Year term)
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James A. DeZellar, CFA
Chicago Equity Partners, LLC
180 N LaSalle St., Ste. 3800
Chicago, IL 60601
ph: 312-629-5725
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John F. Jostrand, CFA
William Blair & Co, LLC
222 W Adams St
Chicago, IL 60606
ph: 312-364-8986
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John Simmons, CFA
Callan Associates
120 North LaSalle
Suite 2100
Chicago, IL 60602
ph: 312-346-3536
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Director 2014 (3-year term)
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Wally Fikri, CFA
William Blair & Company
222 W. Adams
Chicago, IL 60606
ph: 312-364-8088
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Theresa Mozzocci, CFA
Pluscios Management
1603 Orrington Ave.
Evanston, IL 60201
ph: 773-348-8602
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Branimir Petranovic, CFA
UBS Global Asset Management
1 North Wacker Drive, 33rd Floor
Chicago, IL 60606
ph:312-628-0328
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Ex-Officio Dir./Leadership Council Chair
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James P. Stirling, CFA
UBS
UBS Twr.
One N Wacker Dr., Ste. 3800
Chicago, IL 60606
ph: 312-525-4537
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Ex-Officio Director/CEO/President
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Angela McKay, CAE
CFA Society of Chicago
134 N. LaSalle St., Ste. 1740
Chicago, IL 60602
ph: 312-251-1301
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Last updated: June 2011
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