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Annual Dinner
Communication
Distinguished Speaker Series
Education
Membership Engagement
Professional Development
Social Events

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

Annual Dinner

Stephen Moy, CFA (Co-Chair)PNC
Kristan Rowland, CFA (Co-Chair)William Blair & Company
Melissa Binder, CFAThe Marco Consulting Group
Ken BlickenstaffGeneva Advisors
Wonee Janet Dougherty, CFAJPMorgan
Walid Fikri, CFAWilliam Blair & Company
Carey FreimuthCaritas
Timothy Holt, CFAInvestment Mgmt Consulting Group
Douglas Jackman, CFAThomas White International Ltd.
Sangeeta KhemaniUS Bank
Sandeep ParakhRiveron Consulting
John Pascente, CFABlaylock Robert Van, LLC
Samer SimaanBMO Harris Bank
Bei WangKPMG Capital - VC/PE investments

 

Communications

Brett Bina, CFA (Co-Chair) 
Robert R. Mudra, CFA (Co-Chair)Ocean Tomo
Jarvis AlexanderFINRA
Thomas BernardiBernardi Securities, Inc.
Thomas Bina, CFA 
Zachary Brown, CFA 
Michael Campagna, CFADuff & Phelps
Robert Cohen, CFACompensation & Benefit Solutions
Donald Duncan, CFAD3 Financial Counselors LLC
Cara EsserMorningstar
Christopher FryMSF Graduate
Michele Gambera, CFAUBS Global Asset Management
Lila Ling HanAon Hewitt
Sandra Krueger 
Cynthia McLaughlin, CFAInvesco Powershares Capital Management
Mark Toledo, CFAChicago Partners
Peter Vinzani, CFA 
Peter Wahlstrom, CFAMorningstar, Inc
Kevin Waspi, CFAUniversity Of Illinois At Urbana-Champaign

 

Distinguished Speaker Series

Patrick Bourbon D'Ingrande, CFA (Co-Chair)ProManage LLC
Alan Papier, CFA (Co-Chair)Nuveen Investments
Chris Abraham, CFACVA Investment Management, LLC
Benjamin Anderson 
Christopher Ashbee, CFAChicago Equity Partners
Andrew Baker, CFA 
Randall Bull, CFA 
Angela Cantillon, CFAAon Hewitt Investment Consulting
Hongying ChenUniversity Of Chicago - GSB
Jing DaiMilliman
Cara EsserMorningstar
Robert Finley, CFATIAA CREF
James Franke, CFARothschild Investment Corporation
Alek Gasiel, CFANorthern Trust
Lila Ling HanAon Hewitt
Cosmin Lucaci-Oprea, CFABrownson Rehmus & Foxworth
Brian McDonaldBank of America Merrill Lynch
John Mirante, CFABMO Global Asset Management
Sonya Morris, CFAHarbor Capital Advisors
John NelsonMesirow Financial
Charles Nevins, CFAMilliman
Robert Osborne, CFAQuantitative Risk Management
Kenneth Parzgnat, CFAGCM Grosvenor
David Purinton, CFAFitch Ratings
Kevin Ross, CFAAdvisory Research Inc.
Umed Saidov, CFA 
Gordon Scott, CFAGeneva Advisors LLC
Samer SimaanBMO Harris Bank
Christopher StalcupChicago Venture Partners, LP
Amanda StilmockJPMorgan Asset Management - Institutional Americas
James Stirling, CFAUBS Financial Services Inc.
Alexander StorerAdams Street Partners
Peter Wahlstrom, CFAGoldman Sachs & Co.
Danzhi WangKellogg School of Management
Kaiyi WangHeard Capital
David Watkins, CFAHeitman
Alex Wiggins, CFARush University Medical Center
Steven Wittwer, CFA 
Paul YoxValparaiso University

 

Education Seminars

Lawrence Cook, CFA (Co-Chair)UBS Global Asset Management
Garrett Glawe, CFA (Co-Chair)S&P Dow Jones Indices
Chris AbrahamCVA Investment Management, LLC
Benjamin Anderson 
Edidiong AttangIllinois Institute of Technology
Elena Black, CFAOpportunity International
Benjamin Bronner 
Jay Christopher BullieFitch Ratings
Charles Schaffer DegenDolan McEniry Capital Management
Yeshaya Lev Dobrusin, CFACharles E. Dobrusin & Associates Ltd.
Andrew Feltovich, CFANorthern Trust
Alek Gasiel, CFANorthern Trust
Deepak Gaur 
Christina De Giuseppe, CFAChicago Equity Partners
Benjamin Donald GoetschNorthern Trust Asset Management
Tiffany GreenhouseMSCI
Brian HartiganPowerShares
Lee Hayes, CFAGenesee Investments
Thomas Hillman, CFACredit Suisse
John JoyceWilliam Blair
Christopher Lakumb, CFA 
Liyaquat LashkariyaLoyola University Chicago
Bensen Thomas LovelessNuveen Investments
Randall Malecki, CFA 
Adam Mayer, CFANorthern Trust
Cynthia McLaughlinInvesco Powershares Capital Management
John Mirante, CFABMO Global Asset Management
Matthew MorrisUBS Global Asset Management
Robert R. Mudra, CFAOcean Tomo
Jeanne Murphy, CFACFA Institute
Chris Newman, CFACNA
Evan NewtonEvanston Capital
Cuong (Doug) NguyenAlpha Capital Partners
Branimir Petranovic, CFAUBS Global Asset Management
Giacoma Pilotta-Medici, CFANorthern Trust Co.
Nancy Prial, CFAEssex Investment Management
Nick RedmondOculus Asset Management
Kevin RossAdvisory Research
Linda RuegseggerChicago Equity Partners
David SleeterTotal Clarity Wealth
Oliver Thomas 
Cindy S. Tsai, CFA, CAIA 
Kaiyi WangHeard Capital
John Wong, CFA 
Kevin Waspi, CFAUniversity Of Illinois At Urbana-Champaign
Pablo YepezMorningstar
Miranda Yu, CFAGuggenheim Partners

 

Membership Engagement

Maura Murrihy, CFA (Co-Chair) 
Daniel Welker, CFA (Co-Chair) 
Benjamin Anderson 
Zachary Brown, CFA 
Steven Eschbach, CFA 
Tyler GloverWilliam Blair & Company, LLC
Joseph Grandis, CFABMO Global Private Bank
Sitaram Gundapaneni 
Raymond Jackson 
Daniel JaremaOppenheimerFunds
Christopher Jenks, CFANorthern Trust
William LeeNeuberger Berman, Miami University (OH)
John MariscalcoMainStreet Advisors/Butler University
James Meixner, CFA 
Gerald NorbyWilliam Blair & Co
Mateo Qirjaqi 
Rebecca Smith, CFASouthernsun Asset Management
Shuang TaiDePaul
James Van Osten 
Peter Vinzani, CFA 
David Walters, CFA 
Jason Wagner, CFACitadel, LLC
Kevin Waspi, CFAUniversity Of Illinois At Urbana-Champaign
John Wong, CFAU.S. Trust
Qinshu YangDepaul University

 

Professional Development

Jenifer Aronson, CFA (Co-Chair)Mosaic Fi
Andrew Feltovich, CFA (Co-Chair)Northern Trust
Bradford Adams, CFA 
Benjamin Anderson 
William Anderson, CFAFischer Francis Trees & Watts
Edidiong AttangIllinois Institute of Technology
Thomas BernardiBernardi Securities, Inc.
Sara Booms, CFAU.S. Bank
Benjamin Bronner 
Jay Christopher BullieFitch Ratings
Angela CantillonAon Hewitt Investment Consulting
James Daley, CFAMorningstar, Inc
Charles Schaffer DegenDolan McEniry Capital Management
Yeshaya Lev Dobrusin, CFACharles E. Dobrusin & Associates Ltd.
Anne Durkin, CFAFiduciary Management Associates, Inc
Steven Eschbach, CFAIntegrys Energy Group, Inc.
William FitzpatrickManulife Asset Management
Alek Gasiel, CFANorthern Trust
Atanu Ghosh, CFA 
Tyler GloverWilliam Blair & Company, LLC
Benjamin Donald GoetschNorthern Trust Asset Management
Marvin Goodwin, CFA 
Samantha Grant, CFAMesirow Financial
Timothy Greive, CFAKaplan
Brian HartiganPowerShares
Lee Hayes, CFAGenesee Investments
John Ide, CFAJP Morgan Asset Management
Christine Johnston, CFA 
Andrey Kochetov, CFAU.S. Bank Global Corporate Trust Services
Sandra Krueger 
Brian Langenberg, CFALangenberg & Company, LLC
Liyaquat LashkariyaLoyola University Chicago
Jian Li, CFAMorningstar, Inc.
Bensen Thomas LovelessNuveen Investments
Ling LuoIllinois Institute Of Technology
John MariscalcoMainStreet Advisors/Butler University
Brian McDonaldBank of America Merrill Lynch
John Mirante, CFABMO Global Asset Management
Robert R. Mudra, CFAOcean Tomo
Kimberly Neuwirth, CFANarrative Science
Kenneth ParzgnatGCM Grosvenor
Thanh Pham, CFAAssociated Bank
David PurintonFitch Ratings
Kevin RossAdvisory Research Inc.
Umed Saidov 
Naved SiddiquiThomas White International
David Sleeter, CFAManning & Napier
Christopher StalcupChicago Venture Partners, LP
Michael Sullivan, CFACNA Insurance
Shuang TaiDepaul University
Danzhi WangKellogg School of Management
Daniel Welker, CFA 
Dawit Woldemariam 

 

Social Events

Colin MacLean, CFA (Co-Chair)BMO Private Bank
Kimberly Merchant, CFA (Co-Chair)BMO
Benjamin Anderson 
Ken BlickenstaffGeneva Advisors
Mark Cichra, CFAKemper
Matthew Copeland, CFAUBS
Christopher DeMale, CFANFP Retirement
Emily FongMercer Investment Consulting
Christopher FryMSF Graduate
Adan Galvan, CFAAtivo Capital Management
Ahmet GuderNorthern Trust
Rishabh Halakhandi, CFAThomas White International, Ltd.
Kyle HutchinsSG Capital Management
Raymond Jackson 
Daniel JaremaOppenheimerFunds
Sangeeta KhemaniUS Bank
Christopher Lakumb, CFA 
William LeeNeuberger Berman, Miami University (OH)
Daniel Lekan, CFA 
Christopher LozynskiThe TLP Group, LLC
Matthew McLaughlin, CFAHarbor Capital Advisors
Jeffrey Pawlak, CFACitadel Investment Group
Zachary Rosenstock, CFA Segall Bryant & Hamill
Hisham Sayeedi, CFANorthern Trust
Naved SiddiquiThomas White International
David SleeterTotal Clarity Wealth
Alexander StorerAdams Street Partners
Nicholas Tan, CFATowers Watson
Michael TrainorCitadel LLC
Bei WangKPMG Capital - VC/PE investments
Christopher WattersCrosper Advisory
Seth WilliamsFitch Ratings