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2009 - 2010

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Chairman

Leo Harmon, Jr., CFA
Fiduciary Management Associates
55 W Monroe, Ste. 2550
Chicago, IL 60603

ph: 312-334-0256

Vice Chair

Heather E. Brilliant, CFA
Morningstar, Inc.
22. W. Washington
Chicago, IL 60602

ph: 312-696-6337

Vice President Operations/Treasurer

Daniela Mardarovici, CFA
Harris Investment Management, Inc.
190 S. LaSalle Street, 4th Floor
Chicago, IL 60603

ph: 312-461-7742

Vice President Member Development/Secretary

Lisa Curran, CFA
Perspicua Strategic Partners
1740 N. Clark St. #1717
Chicago, IL 60614

ph: 312-337-4032

Vice President Academic Programs

Howard Cohen, CFA
6741 N. Francisco
Chicago, IL 60645

ph: 312-828-8252

Vice President Special Events

Jeffrey W. Kernagis, CFA
PowerShares Capital Management LLC
301 West Roosevelt Rd.
Wheaton, IL 60187

ph: 630-577-2275

Immediate Past Chairman

Joan K. Rockey, CFA
Hadelrock Capital Management LLC
125 N. Marion Street
Suite 206
Oak Park, IL 60301

ph: 708-386-9100
fax: 312-212-5982

Director 2011 (1-year term)

Kristin Finney-Cooke
Mercer Investment Consulting
10 S. Wacker Dr., Ste. 1700
Chicago, IL 60606

ph: 312-902-7378

Joseph T. Lower
The Boeing Company
100 N Riverside MC 5003-3645
Chicago, IL 60606

ph: 312-544-2831

Theresa Mozzocci, CFA
Pluscios Management
1603 Orrington Ave.
Evanston, IL 60201

ph: 773-348-8603
fax: 817-339-7378

Scarlett P. Ungurean, CFA
ABA Retirement Funds
321 N. Clark St., 16th Floor
Chicago, IL 60654

ph: 312-988-5740
fax: 312-988-5367

Director 2011 (3-year term)

Gautam Dhingra, CFA
High Pointe Capital Management LLC
One North LaSalle
Suite 2001
Chicago, IL 60602

ph: 312-726-2500 x.101
fax: 312-726-6100

Jodie Melissa Gunzberg, CFA
1650 W. Olive Ave
Chicago, IL 60660

ph: 773-251-0394

Thomas J. Marthaler, CFA
Neuberger Berman LLC
190 South LaSalle Street, 24th Floor
Chicago, IL 60603

ph: 312-879-8389
fax: 312-325-7722

Director 2012 (3-year term)

Sean M. Casey, CFA
2225 N. Wayne
Chicago, IL 60614

ph: 773-494-8934

John J. Kelley, CFA
US Trust-Bank of America
Private Wealth Management
Mail Code: IL1-231-03-28
231 S. LaSalle
Chicago, IL 60697

ph: 312-828-6152

Carol A. Levenson, CFA
Gimme Credit Publications Inc.
333 W. Wacker Drive, Suite 210
Chicago, IL 60606

ph: 312-781-1036 x.3003
fax: 312-781-1090

Director 2013 (3-Year term)

James A. DeZellar, CFA
Chicago Equity Partners, LLC
180 N LaSalle St., Ste. 3800
Chicago, IL 60601

ph: 312-629-5725

John F. Jostrand, CFA
William Blair & Co, LLC
222 W Adams St
Chicago, IL 60606

ph: 312-364-8986
fax: 312-577-0767

John Simmons, CFA
Nuveen HydePark Group
333 W Wacker
30th Floor
Chicago, IL 60606

ph: 312-803-5520
fax: 312-461-0001

Ex-Officio Dir./Leadership Council Chair

James P. Stirling, CFA
UBS
UBS Twr.
One N Wacker Dr., Ste. 3800
Chicago, IL 60606

ph: 312-525-4537
fax: 312-525-4888

Ex-Officio Director/CEO/President

Angela McKay, CAE
CFA Society of Chicago
134 N. LaSalle St., Ste. 1740
Chicago, IL 60602

ph: 312-251-1302
fax: 312-251-1303

 

Last updated: June 2010