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Annual Dinner
Candidate Services
Career Management
Communications
C.F.A. - Cultivating Female Ambition
Education
Finance
Luncheon Programs
Recruitment
Social Events

The CFA Chicago would like to recognize the following individuals for their contributions to the Society:

Annual Dinner

Walid M. Fikri, CFA (Co-Chair)William Blair & Company
Douglas M. Jackman, CFA (Co-Chair)Thomas White International Ltd.
Jeffrey W. Kernagis, CFA (VP, Special Events)PowerShares Capital Management LLC
Alaina Mikoa Anderson, CFAWilliam Blair & Company
Jose Gabriel AyoroaNorthern Trust
Heather Elizabeth Brilliant, CFAMorningstar, Inc.
Seung Hwan Choi 
Timothy C. Holt, CFAThomas White International, Ltd.
Jui Ya HuangDePaul University - Masters
Laura Kernaghan, CFAEssex Investment Management
James MeixnerWilliam Blair
Clarke A. Michalak, CFAPrudential Real Estate Investors
Stephen Moy, CFAJPMorgan Chase Bank
Brian Michael Weber, CFAHoulihan Smith & Co.

 

Candidate Services

Jay Scott Eisenhardt (Chair)UBS Global Asset Management
Lisa Curran, CFA (VP Member Development - Secretary) 
Heather Elizabeth Brilliant, CFAMorningstar, Inc.
Joel W. Brown, CFAPPM America
Gagneet Singh ChadhaPurdue University
Seung Hwan Choi 
Ann Noelle Gabor 
Joseph H. Grandis, CFA 
Clarke A. Michalak, CFAPrudential Real Estate Investors
Samuel E. Miller, CFA 
Geoffrey S. Shaver, CFASecurity Capital Research & Management
Peter M. Yi, CFANorthern Trust Global Investments

 

Career Management

Melanie A. Angers (Co-Chair) 
Jane E. Belcher, CFA (Co-Chair) 
Jeffrey W. Kernagis, CFA (VP, Special Events)PowerShares Capital Management LLC
Benjamin BarteltDiMeo Scheider & Associates
Emmanuel Huerta Bernabe 
Heather Elizabeth Brilliant, CFAMorningstar, Inc.
Michael A. Bubnis, CFAAllstate Insurance Company
Zachary I. Campbell 
Yuhe Chang, CFAChicago Federal Home Loan Bank
Heeralal Choudhary, CFAUBS O'Connor
James Kent Daley, CFA 
Steven P. Eschbach, CFAIntegrys Energy Group, Inc.
Ying Ge 
Lee T. Hayes, CFAGenesee Investments
Thomas Roger Hefty 
Janet S. Henry, CFAHolland Capital Management
Jui Ya HuangDePaul University - Masters
Harry Kobetitsch 
David KucekValparaiso University
Joseph W. Lamberti, CFAMerrill Lynch
Ryan Patrick McGloin, CFACommercial Tenant Analysis, Inc.
Kirill Miroshkhin 
Yalemzewd Nega 
Joseph M. Paszkiewicz, CFA 
Adam W. Polacek, CFATIAA-CREF
M. Patrick Quinn, CFAWilliam Blair & Company
Mary J RouppAon Consulting
Derek D Schmidt, CFAWilliam Blair & Company, LLC
Timothy G. Solberg, CFA 
Cheryl Sulima, CFAFederal Reserve Bank of Chicago
Michael Sullivan 
Richard Joseph Tauber, CFA 
Phineas William Troy 
Jacob Vincent, IINorthwestern University - MBA
Alexis ZemaitisBank of America - U.S. Trust
Alan C. Zhang, CFANorthern Trust

 

Communications

Gregory G. Gocek, CFA (Chair) 
Daniela Mardarovici, CFA (VP Operations - Treasurer)Harris Investment Management, Inc.
Eric C. Ause, CFAFitch Ratings
Heather Elizabeth Brilliant, CFAMorningstar, Inc.
Robert Louis Cohen, CFALECG, LLC
Alexander Gregory Condrell, CFALotsoff Capital Management
Donald D. Duncan, CFAD3 Financial Counselors LLC
Michael Scott Falk, CFAProManage, LLC
Michele Gambera, CFAUBS Global Asset Management
Jui Ya HuangDePaul University - Masters
Kerry Patricia Jordan, CFA 
Peter T. Marchese, CFAD3 Financial Counselors
Dennis W. MarkeyPowershares Capital Management
Cynthia Ann McLaughlin 
Alan M. Meder, CFADuff & Phelps Investment Management Co.
Toireasa H. MoranInstutional Capital
Mark F. Toledo, CFATotal Portfolio Management, LLC
Peter C. Wahlstrom, CFAMorningstar
Kevin Glenn Waspi, CFAUniversity of Illinois at Urbana-Champaign

 

C.F.A. - Cultivating Female Ambition

Kerry Patricia Jordan, CFA (Chair) 
Lisa Curran, CFA (VP Member Development - Secretary) 
Heather Elizabeth Brilliant, CFAMorningstar, Inc.
Alison FinnMorningstar, Inc.
Michelle Greco Froeschle, CFABank of America - Private Bank
Ying Ge 
Bonnie L. Goldsborough, CFAMarco Consulting Group
Kathleen A. GrahamHQS, Inc.
Jodie Melissa Gunzberg, CFA 
Margaret Bertelsen Hampton, CFA 
Rhonda L. Hopps, CFARed Mortgage Capital, Inc.
Daniela Mardarovici, CFAHarris Investment Management, Inc.
Cynthia Ann McLaughlin 
Krista B. McLeod, CFABrookfield Investment Management Inc.
Toireasa H. MoranInstutional Capital
Theresa D. Mozzocci, CFAPluscios Management
Maura J. Murrihy, CFA 
Nancy B. Prial, CFAEssex Investment Management
Sarah RibbensPerformance Trust
Mary J RouppAon Consulting
Chin-Chern Soen, CFAInvestment Analyst
Cheryl Sulima, CFAFederal Reserve Bank of Chicago
Elizabeth Jacobson Young, CFA 
Sarah YoungNuveen HydePark Group

 

Education

Alexander N. Rabinovich, CFA (Co-Chair)Morningstar, Inc.
Daniel Robert Rudewicz (Co-Chair)Furlong Samex, LLC
Howard S. Cohen, CFA (VP - Academic Programs) 
Mustafa Mirza Baig, CFA 
Patrick S. BarwinPark National Bank
Heather Elizabeth Brilliant, CFAMorningstar, Inc.
James W. Butler, Jr., CFAMcDonnell Investment Management, LLC
Peter B. Cook, CFAPerformance Trust Asset Management
Lee T. Hayes, CFAGenesee Investments
Janet S. Henry, CFAHolland Capital Management
Joel Davidson Hirsh, CFAKovitz Investment Group
Harold Michael Janecek, III, IIIPowerShares Capital Management LLC
Patrick Thomas Kelly, CFARiver Branch Capital
Laura Kernaghan, CFAEssex Investment Management
Harry Kobetitsch 
Michael N. Lindh, CFANuveen HydePark Group, LLC
Lucas William Mansberger, CFAStratford Advisory Group
Dennis W. MarkeyPowershares Capital Management
Damon Charles McLaughlin, CFAHuntington Partners
Kirill Miroshkhin 
Branimir Christopher Petranovic, II, CFAUBS Global Asset Management
Sebastien Pigeon, CFADriehaus Capital Management
Derek D Schmidt, CFAWilliam Blair & Company, LLC
Joseph Charles Simpson, CFAGresham Partners, LLC
Oliver Rawley ThomasLifeCycle Returns, Inc.
Jacob Vincent, IINorthwestern University - MBA
Orlando E. Visbal, CFAVisbal & Asociados
Kevin Glenn Waspi, CFAUniversity of Illinois at Urbana-Champaign
Janet Marie WilsonMarc J. Lane Investment Management, Inc.

 

Finance

Christopher W Peifer, CFA (Chair)J.P. Morgan
Daniela Mardarovici, CFA (VP Operations - Treasurer)Harris Investment Management, Inc.
Christopher Cox Ashbee, CFA 
Patrick S. BarwinPark National Bank
James J. Boudreault, CFACME Group
Heather Elizabeth Brilliant, CFAMorningstar, Inc.
Gagneet Singh ChadhaPurdue University
Alexander Gregory Condrell, CFALotsoff Capital Management
James Kent Daley, CFA 
Jan-Bart De Groote 
Huseyin GulcuKraft Foods, Inc.
Jorge FungLoyola University
Jonathan West Greer, CFAChicago Federal Home Loan Bank
David L. HofferAndrie Trading
Jason C. Hogan, CFAGreat American Insurance Co
Jui Ya HuangDePaul University - Masters
David Brian Johnson, CFA 
Joseph W. Lamberti, CFAMerrill Lynch
Michael N. Lindh, CFANuveen HydePark Group, LLC
Roger E. Lumpp, III, CFAErnst & Young LLP
Mario Arthur Manfredi, Jr.Aston Asset Management
Jonathan Christopher McCumber, CFAWilliam Blair and Company
James MeixnerWilliam Blair
Tchapo Napoe, CFAIntegrys Energy Group
Manoj H. Patel, CFABrookfield Redding
Thor PerpliesUniversity of Illinois (Chicago)
Joan K. Rockey, CFAHadelrock Capital Management LLC
Peter James Rogers, CFAMarquette Associates
Zachary T Rosenstock, CFAWayne Hummer Asset Management
Mary J RouppAon Consulting
Mark L. Sansoterra, CFAHarris Bank, N.A.
Kyle ShinnickDePaul University - MBA
Nicolas Valaperta, CFABank of America Merrill Lynch
Peter C. Wahlstrom, CFAMorningstar
Jeffrey Robert WenigerHarris Bank
Randall J. WostratzkyThe Sprectrem Group
Alan C. Zhang, CFANorthern Trust

 

Luncheon Programs

Joanna B. McGinley, CFA (Chair)Morningstar
Howard S. Cohen, CFA (VP, Academic Programs) 
Ted Andrews, CFA 
Benjamin BarteltDiMeo Scheider & Associates
Heather Elizabeth Brilliant, CFAMorningstar, Inc.
James W. Butler, Jr., CFAMcDonnell Investment Management, LLC
Peter B. Cook, CFAPerformance Trust Asset Management
Steven P. Eschbach, CFAIntegrys Energy Group, Inc.
James Allyn Franke, CFARobert W. Baird
Scott D. HagwellBank of America Merrill Lynch
Jui Ya HuangDePaul University - Masters
Patrick Thomas Kelly, CFARiver Branch Capital
Bradley Richard Leak, CFAThe Boeing Company
Kirill Miroshkhin 
Abhay Munot 
Mary O'ConnorRGL Forensics
Todd Parvis 
Branimir Christopher Petranovic, II, CFAUBS Global Asset Management
Sebastien Pigeon, CFADriehaus Capital Management
Gordon C. Scott, CFARail-Splitter Capital Management
Jeffrey W. Smith, CFAPerformance Trust Investment Advisors
James P. Stirling, CFAUBS
Jacob Vincent, IINorthwestern University - MBA
David Ian Wales, CFAGrosvenor Capital Management
David E. Watkins, CFAHeitman
Eric J. Welt, CFACalamos Investments
Alan C. Zhang, CFANorthern Trust

 

Recruitment

Judith L. DiCenzo, CFA (Chair) 
Lisa Curran, CFA (VP, Member Development - Secretary) 
Heather Elizabeth Brilliant, CFAMorningstar, Inc.
Sean M. Casey, CFA 
Steven P. Eschbach, CFAIntegrys Energy Group, Inc.
Jui Ya HuangDePaul University - Masters
Lucas William Mansberger, CFAStratford Advisory Group
Jonathan Christopher McCumber, CFAWilliam Blair and Company
Himanshu Rastogi, CFA 
Derek D Schmidt, CFAWilliam Blair & Company, LLC
Kevin Glenn Waspi, CFAUniversity of Illinois at Urbana-Champaign
Nestor Wozny 

 

Social Events

Christopher Ramesh Lakumb, CFA (Chair)RiverNorth Capital Management
Jeffrey W. Kernagis, CFA (VP, Special Events)PowerShares Capital Management LLC
Benjamin N. Alpert, CFAMorningstar
Kimberly Appapillai, CFABMO Capital Markets
Heather Elizabeth Brilliant, CFAMorningstar, Inc.
Yuhe Chang, CFAChicago Federal Home Loan Bank
Steven P. Eschbach, CFAIntegrys Energy Group, Inc.
Adan GalvanAtivo Capital Management
Jonathan West Greer, CFAChicago Federal Home Loan Bank
Scott D. HagwellBank of America Merrill Lynch
Thomas Roger Hefty 
David L. HofferAndrie Trading
David KucekValparaiso University
Mario Arthur Manfredi, Jr.Aston Asset Management
Lucas William Mansberger, CFAStratford Advisory Group
Dennis W. MarkeyPowershares Capital Management
Raymond K. Mau, CFAJ.P. Morgan's Private Wealth Management
Kirill Miroshkhin 
Robert V. Obarski, CFA 
Peter James Rogers, CFAMarquette Associates
Zachary T Rosenstock, CFAWayne Hummer Asset Management
Whitney O'Rear Ross, CFA 
Abhay ShahStandard & Poor's
Chin-Chern Soen, CFAUBS Global Asset Management
Michael Sullivan 
Phineas William Troy