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Current Volunteers
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Annual Dinner
Candidate Services
Career Management
Communications
CFA Women Advisory Group
Education
Finance
Luncheon Programs
Outreach & Member Development
Social Events
The CFA Chicago would like to recognize the following individuals for their contributions to the Society:
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| Douglas M. Jackman, CFA (Chair) | Thomas White International Ltd. |
| Charles Bossart | |
| Ryan C. Dimas, CFA | William Blair & Co. |
| Darian Myron Dykyj | |
| Walid M. Fikri, CFA | William Blair & Company |
| Kathleen A. Graham | HQS, Inc. |
| Maryellen Hale, CFA | QRM |
| Sagar A. Hebbar | Aon Hewitt |
| Timothy Holt | Investment Mgmt Consulting Group |
| Whan Lee | |
| Stephen Moy, CFA | |
| John Pascente | Blaylock Robert Van, LLC |
| Kristan Michelle Rowland, CFA | |
| Wei Su | DePaul University |
| Joseph Taiber | Taiber Kosmala & Associates, LLC |
| Frank Valle | Hewitt EnnisKnupp |
| Yuanxi Xia | |
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| Joseph H. Grandis, CFA (Co-Chair) | |
| Patrick Jeffrey Hager, CFA (Co-Chair) | |
| Brett J Bina, CFA | |
| Tej Buch, CFA | Northern Trust Co |
| Daniel Patrick Burke, CFA | Abbot Downing |
| Richard Co, CFA | Chicago Mercantile Exchange |
| Lisa Curran, CFA | |
| Anthony Aaron Fout, CFA | |
| Timur Furmanov | Sun Trading LLC |
| Matthew I. Gall | |
| Garrett Glawe | |
| Shelton Heaver, CFA | 111 W. Monroe Street |
| Radhika Jain | |
| Mark Kim, CFA | Aston Asset Management |
| John McLaughlin | R.V. Kuhns & Associates, Inc. |
| Mike Mihailescu | UIC |
| Constantine Mulligan | RH Financial Group |
| Temilade Oyeniyi | S&P CIQ |
| Erkhembayar Perenlei | |
| Steven T. Romanchuk, CFA | |
| Geoffrey S. Shaver, CFA | Duff & Phelps Investment Management Co. |
| Lisa A. Sterling, CFA | |
| Yang Tang | DePaul University |
| Albert Tew | |
| Peter G. Vinzani, CFA | |
| David Walters | PFM Asset Management LLC |
| Mark C. Warren, CFA | |
| Mary Collins White, CFA | Blackrock |
| Donald H. Yeomans, III | Merrill Lynch |
| Peter M. Yi, CFA | Northern Trust Global Investments |
| Yijun Yuan, CFA | Morningstar Inc |
| Richard Zell | Stand & Poor's Ratings Services |
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| Jane E. Belcher, CFA (Chair) | |
| Bradford S. Adams, CFA | |
| Elliot Allswang | Opus Trading Fund LLC |
| Jenifer Aronson | Mosaic FI |
| James C. Baldwin, III | LaSalle St. Securities |
| Emil Barci | |
| Ruchi Bhadani | |
| Andrew Bischof | Morningstar |
| Lei Cai | DePaul University |
| Kristine Charbonneau | Northwestern University |
| Brian Coker | Wespath Investment Management |
| Matthew Copeland | UBS |
| James Kent Daley, CFA | |
| Matthew Dmytryszyn | LaSalle Street Capital Management |
| Anne Therese Durkin, CFA | |
| Steven P. Eschbach, CFA | |
| Anthony Aaron Fout, CFA | |
| John Gannon | Safra Securities |
| Yifan Gao | DePaul University |
| Alek Gasiel | |
| Maya Paloma Gruber | |
| Marcus R. Hamacher, CFA | |
| Lee T. Hayes, CFA | Genesee Investments |
| Sagar A. Hebbar | Aon Hewitt |
| Michael Hoban | |
| David Holtkamp | Merrill Lynch |
| David Howey | BP - Integrated Supply & Trading |
| John Ide | JPMorgan Asset Management |
| Tim Jackson | Deloitte & Touche LLP |
| Deborah Koch | Northern Trust |
| Whan Lee | |
| Jarrod Robert Leisure | |
| Xia Liu | DePaul University-MBA/MSF |
| Mike Mihailescu | UIC |
| Taham Shiraj Mahimwalla, CFA | Wellington Management Company |
| Andrew McCoy | University of Illinois (Chicago) |
| Ryan Patrick McGloin, CFA | Commercial Tenant Analysis, Inc. |
| Gail R. Meneley | Shields Meneley Partners |
| David Moore, CFA | |
| Zachary Mulcahy | Protiviti |
| Maura Murrihy | Northern Trust |
| Nhat Nguyen | Northern Trust |
| Erkhembayar Perenlei | |
| Nancy Prial | Essex Investment Management |
| Ann Rosenbaum | Wells Fargo Advisors |
| Stefan Quenneville, CFA | Stanton Asset Management |
| Jason C. Sensat, CFA | |
| Swaminathan Shanmugasundaram | Morningstar |
| Preeti Shrivastav | University of Iowa - Tippie School of Management |
| Snehansu Singh | |
| Bradley Patrick Summers | |
| James R. Taneja | Citadel Investment Group |
| Richard Joseph Tauber, CFA | |
| Steven Tittsworth | |
| Reed Van Gorden | |
| Marcus A. Velasco, CFA | |
| Corry Walsh | Chase Investments |
| Zhaodong Wang | University of Illinois (Chicago) |
| Daniel Welker, CFA | |
| Jacqueline Wen | CNA |
| Linda Wieczorek | |
| Dachi Xu | Illinois Institute of Technology |
| Man Xu | Illinois Institute of Technology |
| Qifeng Zhang | University of Illinois (Chicago) |
| John J. Zielinski, CFA | |
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| Kerry Patricia Jordan, CFA (Chair) | |
| Jenifer Aronson | Mosaic FI |
| Julie Bessent | |
| Ruchi Bhadani | |
| Melissa Beth Binder, CFA | The Marco Consulting Group |
| Kristine Charbonneau | Northwestern University |
| Lisa Curran, CFA | |
| Wanzhen Gao | Lake Forest College |
| Kathleen A. Graham | HQS, Inc. |
| Samantha Grant, CFA | |
| Maya Paloma Gruber | |
| Maryellen Hale, CFA | QRM |
| Margaret Bertelsen Hampton, CFA | |
| Sheila Hanley, CFA | Monadnock Building |
| Carmen A. Heredia-Lopez, CFA | |
| Radhika Jain | |
| Leah Lakarosky | |
| Xiaoyi Lei | |
| Xia Liu | DePaul University-MBA/MSF |
| Xiaomo Liu | School of Management, University at Buffalo, State University of New York |
| Katherine Della Maria | BMO Global Asset Management |
| Cynthia Ann McLaughlin | |
| Krista B. McLeod, CFA | Brookfield Investment Management Inc. |
| Jeanne B. Murphy, CFA | |
| Maura J. Murrihy, CFA | Northern Trust Company |
| Marta Norton | Morningstar |
| Mei Lun Quach | |
| Kristen Shannon Steffens, CFA | |
| Preeti Shrivastav | University of Iowa - Tippie School of Management |
| Lisa A. Sterling, CFA | |
| Amanda S. Stilmock, CFA | JPMorgan Investment Management |
| Cambria Wallrich-Nunns | |
| Jacqueline Wen | CNA |
| Mary Collins White, CFA | Blackrock |
| Marie C. Winters, CFA | Northern Trust Global Investments |
| Chao Yang | DePaul University |
| Elizabeth Young | |
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| Gregory G. Gocek, CFA (Chair) | |
| Kimberly Appapillai, CFA | BMO Capital Markets |
| Brett J Bina, CFA | |
| Charles Bossart | |
| Thomas Joseph Brennan, CFA | William Blair & Co. |
| Donald D. Duncan, CFA | |
| Michael Scott Falk, CFA | |
| Adan Galvan, CFA | Ativo Capital Management |
| Michele Gambera, CFA | UBS Global Asset Management |
| William L. Gaul, CFA | |
| Kathleen A. Graham | HQS, Inc. |
| Joseph H. Grandis, CFA | |
| Patrick Jeffrey Hager, CFA | |
| Scott D. Hagwell, CFA | |
| Lee T. Hayes, CFA | Genesee Investments |
| Kerry Patricia Jordan, CFA | |
| Christopher Ramesh Lakumb, CFA | |
| Peter T. Marchese, CFA | Marco Consulting Group |
| Cynthia Ann McLaughlin | |
| Alan M. Meder, CFA | Duff & Phelps Investment Management Co. |
| Alexei V. Morozov, CFA | Morningstar Inc. |
| Todd Parvis | |
| Zachary T Rosenstock, CFA | Seagall Bryant & Hamill |
| Essan Soobratty, CFA | |
| Richard Joseph Tauber, CFA | |
| Oliver Rawley Thomas | |
| Peter G. Vinzani, CFA | |
| Peter C. Wahlstrom, CFA | Morningstar |
| Kevin Glenn Waspi, CFA | University Of Illinois At Urbana-Champaign |
| Peter M. Yi, CFA | Northern Trust Global Investments |
| Richard Zell | Stand & Poor's Ratings Services |
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| Branimir Christopher Petranovic, II, CFA (Co-Chair) | UBS Global Asset Management |
| Janet Marie Wilson (Co-Chair) | |
| Dustin Adams | |
| Keith John Akre, CFA | Northern Trust Co |
| Clifford Stewart Dy Ang, CFA | Compass Lexecon |
| Mustafa Mirza Baig, CFA | |
| James Baldwin | LaSalle St Securities, LLC |
| Nathaniel Bartch | KPMG |
| Oanh T. Bienias, CFA | Capstone Advisory Group |
| Andrew Bischof | Morningstar |
| Elena K Black, CFA | Opportunity International |
| Christopher David Breckon, CFA | Chris Breckon C/O MSSB |
| Heather Elizabeth Brilliant, CFA | Morningstar, Inc. |
| Christopher Broccolo | Verus Partners, LLC |
| James W. Butler, Jr., CFA | Mcdonnell Investment Management, LLC |
| Michael Carbery | First Community Financial Partners, Inc. |
| Howard S. Cohen, CFA | |
| Lawrence Cook | UBS Global Asset Management |
| Peter B. Cook, CFA | Performance Trust Investment Advisors |
| Nick N. Detchev | Grant Thornton |
| Michael Scott Falk, CFA | |
| Adam M Fleck, CFA | Morningstar, Inc. |
| Alek Gasiel | |
| William L. Gaul, CFA | |
| Gregory G. Gocek, CFA | |
| Lee T. Hayes, CFA | Genesee Investments |
| Thomas Hillman | Credit Suisse |
| Joel Davidson Hirsh, CFA | Kovitz Investment Group |
| D. Hostetter, CFA | William Blair & Company |
| John P. Jackson, CFA | Asset Consulting Group, Inc. |
| Harold Michael Janecek, III | Powershares Capital Management LLC |
| Galina Kalcheva | |
| Rajasekhar Kesari | Ohio University |
| Taylor John Kistner, CFA | Harris Associates |
| Michael N. Lindh, CFA | Nuveen Hydepark Group, LLC |
| Adam Seth Mayer, CFA | Northern Trust |
| Cynthia Ann McLaughlin | |
| John McLaughlin | R.V. Kuhns & Associates, Inc. |
| John Paul Mirante, CFA | Northern Trust Global Investments |
| Rudolph Michael Manpredo Murgo, CFA | |
| Jeanne B. Murphy, CFA | |
| John Laurel Nelson, CFA | |
| Paul Nolte | Dearborn Partners |
| Alan Papier | Nuveen Investments |
| Todd Parvis | |
| Erkhembayar Perenlei | |
| Nancy Prial | Essex Investment Management |
| Alexander N. Rabinovich, CFA | Morningstar, Inc. |
| Steven T. Romanchuk, CFA | |
| Steven Santiago | Navigant Capital Advisors |
| William Sineni | TCS Group LLC |
| David Smith | Marquette Associates |
| Jeffrey W. Smith, CFA | Eastspring Investments Inc. |
| Tarek Sultani | Skadden, Arps |
| James R. Taneja | Citadel Investment Group |
| Supayos Tanglertsampan | Chicago Booth |
| Oliver Rawley Thomas | |
| Althea Keegan Trevor, CFA | |
| Zhaodong Wang | University of Illinois (Chicago) |
| Kevin Glenn Waspi, CFA | University Of Illinois At Urbana-Champaign |
| James J. Weicher | |
| John Wightkin, CFA | Charles Schwab |
| Marie C. Winters, CFA | Northern Trust Global Investments |
| Man Xu | CTA/IIT |
| Donald H. Yeomans, III | Merrill Lynch |
| Miranda Yu | Guggenheim Partners |
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| James J. Boudreault, CFA (Co-Chair) | CME Group |
| Alan C. Zhang, CFA (Co-Chair) | Deloitte & Touche, LLP |
| Bradford S. Adams, CFA | |
| Dustin Adams | |
| James Baldwin | LaSalle St Securities, LLC |
| Michael Breakstone | Marco Consulting Group |
| Tej Buch, CFA | Northern Trust Co |
| Bart Burkhart | |
| Christopher Caparelli | Marquette Associates, Inc. |
| William Collins-Dean | University of Chicago Booth School of Business |
| Alexander Condrell | |
| Matthew Copeland | UBS |
| James Kent Daley, CFA | |
| Matthew Dmytryszyn | LaSalle Street Capital Management |
| Donald Duncan | D3 Financial Counselors |
| Kevin Fetzer | William Blair & Company |
| Matthew I. Gall | |
| Alek Gasiel | |
| Gregor Gruenthaler | |
| Huseyin Avni Gulcu, CFA | |
| Ronald Heath | |
| Michael Holt, CFA | |
| David Holtkamp | Merrill Lynch |
| Tim Jackson | Deloitte & Touche LLP |
| Rajasekhar Kesari | Ohio University |
| Dustin Kim | Northern Trust |
| Taylor John Kistner, CFA | Harris Associates |
| John R. Koludrovic, CFA | Mesirow Financial |
| Xiaoyi Lei | |
| Michael N. Lindh, CFA | Nuveen Hydepark Group, LLC |
| Xiaomo Liu | School of Management, University at Buffalo, State University of New York |
| Adam Magyar | Northern Trust |
| Taham Shiraj Mahimwalla, CFA | Wellington Management Company |
| Siddhartha Malhotra, CFA | The Pritzker Group |
| Mario Arthur Manfredi, Jr., CFA | Aston Asset Management |
| Jonathan Christopher McCumber, CFA | |
| Brian McDonald | Bank of America |
| Bradley R Meyers, CFA | KPMG LLP |
| Alexei V. Morozov, CFA | Morningstar Inc. |
| Tchapo Napoe, CFA | Integrys Energy Group |
| Paul Nolte | Dearborn Partners |
| Temilade Oyeniyi | S&P CIQ |
| Christopher W Peifer, CFA | |
| Erkhembayar Perenlei | |
| Nicholas Pottebaum | CNA |
| Mei Lun Quach | |
| Christian Reel | Jackson National Asset Management |
| Zachary T Rosenstock, CFA | Seagall Bryant & Hamill |
| Robert M. Rudolph, CFA | Northern Trust Company |
| Mark L. Sansoterra, CFA | Harris Bank, N.A. |
| Steven Santiago | Navigant Capital Advisors |
| Swaminathan Shanmugasundaram | Morningstar |
| Theodore Simmons | Frederic W. Cook & Co. |
| Snehansu Singh | |
| Ryan Steele | Nuveen Investments |
| Bradley Patrick Summers | |
| Joseph Taiber | Taiber Kosmala & Associates, LLC |
| Supayos Tanglertsampan | Chicago Booth |
| David Townsend | Bank of America |
| Reed Van Gorden | |
| James Veneruso | Callan Assoc |
| Chris Vincent, CFA | |
| Joshua S Walker, CFA | |
| Zhaodong Wang | University of Illinois (Chicago) |
| Jamil Wardak | Resolute Management |
| Mario Wickramaratne | PepsiCo |
| Man Xu | Illinois Institute of Technology |
| Chao Yang | DePaul University |
| Peter M. Yi, CFA | Northern Trust Global Investments |
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| John Laurel Nelson, CFA (Chair) | |
| Ted Andrews, CFA | |
| Patrick C. Bourbon D'Ingrande, CFA | |
| Lei Cai | DePaul University |
| Howard S. Cohen, CFA | |
| Peter B. Cook, CFA | Performance Trust Investment Advisors |
| Steven P. Eschbach, CFA | |
| Robert P. Finley, CFA | Bank Of Ameirca |
| James Allyn Franke, CFA | |
| Yifan Gao | DePaul University |
| Alek Gasiel | |
| Gregor Gruenthaler | |
| D. Hostetter, CFA | William Blair & Company |
| Jason Jon Hoyer, CFA | |
| John P. Jackson, CFA | Asset Consulting Group, Inc. |
| Joseph H. Jorgensen, CFA | Northern Trust Corporation |
| John W. Lisy, CFA | |
| Cosmin Lucaci-Oprea | Brownson, Rehmus & Foxworth |
| Roger E. Lumpp, III, CFA | |
| Joanna B. McGinley, CFA | Morningstar |
| John Paul Mirante, CFA | Northern Trust Global Investments |
| Marta Norton | Morningstar |
| Alan Papier | Nuveen Investments |
| Todd Parvis | |
| Branimir Christopher Petranovic, II, CFA | UBS Global Asset Management |
| Stefan Quenneville, CFA | Stanton Asset Management |
| Robert M. Rudolph, CFA | Northern Trust Company |
| Gordon C. Scott, CFA | Rail-Splitter Capital Management |
| Jason C. Sensat, CFA | |
| Mahmoud Shammaa | FactSet Research Systems |
| Satyajit Siddharth Kumar, CFA | |
| Theodore Simmons | Frederic W. Cook & Co. |
| Essan Soobratty, CFA | |
| James P. Stirling, CFA | UBS |
| Wei Su | DePaul University |
| Frank Valle | Hewitt EnnisKnupp |
| Jeffrey Voels | |
| Peter C. Wahlstrom, CFA | Morningstar |
| David E. Watkins, CFA | Heitman |
| Eric J. Welt, CFA | Calamos Investments |
| Janet Marie Wilson | |
| Qifeng Zhang | University of Illinois (Chicago) |
| John J. Zielinski, CFA | |
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| Lisa Curran, CFA (Chair) | |
| Keith John Akre, CFA | Northern Trust Co |
| Sofia Anastopoulos | |
| Christopher Broccolo | Verus Partners, LLC |
| Sean M. Casey, CFA | Gore Creek Asset Management |
| Donald Duncan | D3 Financial Counselors |
| Steven P. Eschbach, CFA | |
| Alek Gasiel | |
| Sitaram C. Gundapaneni | University of Chicago - MBA |
| Drew Henriques | Moody's Investor Service |
| Michael Hoban | |
| Mark Jackson | |
| Deborah Koch | Northern Trust |
| Satyajit Siddharth Kumar, CFA | |
| Taham Shiraj Mahimwalla, CFA | Wellington Management Company |
| Andrew McCoy | University of Illinois (Chicago) |
| Jonathan Christopher McCumber, CFA | |
| Scott H Meyerson, CFA | |
| David Moore, CFA | |
| Stephen Moy, CFA | |
| Nicholas Pottebaum | CNA |
| Marvin Powell | State Farm |
| Christian Reel | Jackson National Asset Management |
| Ann Rosenbaum | Wells Fargo Advisors |
| David Smith | Marquette Associates |
| Kathryn Spica | Morningstar |
| Yang Tang | DePaul University |
| James Van Osten | Montana Analytics |
| John H. Wallick, II, CFA | |
| Zhaodong Wang | University of Illinois (Chicago) |
| Kevin Glenn Waspi, CFA | University Of Illinois At Urbana-Champaign |
| Daniel Welker, CFA | |
| Linda Wieczorek | |
| Yijun Yuan, CFA | Morningstar Inc |
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| Abhay Shah (Chair) | S&P CapitalIQ |
| Marc Peter Andersen, CFA | Robert W. Baird & Co. |
| Kimberly Appapillai, CFA | BMO Capital Markets |
| Thomas Joseph Brennan, CFA | William Blair & CO. |
| Brian Coker | Wespath Investment Management |
| Lawrence Cook | UBS Global Asset Management |
| Christopher DeMale | Morningstar, Inc. |
| Steven P. Eschbach, CFA | |
| Kevin Fetzer | William Blair & Company |
| Jonathan Fritz | GETCO |
| Adan Galvan, CFA | Ativo Capital Management |
| John Gannon | Safra Securities |
| Alek Gasiel | |
| Wanzhen Gao | Lake Forest College |
| Scott D. Hagwell, CFA | |
| Rishabh Halakhandi | Thomas White International Ltd |
| Maryellen Hale, CFA | QRM |
| Shelton Heaver, CFA | 111 W. Monroe Street |
| Drew Henriques | Moody's Investor Service |
| Joseph H. Jorgensen, CFA | Northern Trust Corporation |
| Sami Kamhawi | Goldman Sachs |
| Christopher Ramesh Lakumb, CFA | |
| Taham Shiraj Mahimwalla, CFA | Wellington Management Company |
| Mario Arthur Manfredi, Jr., CFA | Aston Asset Management |
| Dennis William Markey | |
| Scott H Meyerson, CFA | |
| Maura Murrihy | Northern Trust |
| Nhat Nguyen | Northern Trust |
| Sara Pollock | Nuveen Investments |
| Marvin Powell | State Farm |
| Zachary T Rosenstock, CFA | Seagall Bryant & Hamill |
| Tarek Sultani | Skadden, Arps |
| Marcus A. Velasco, CFA | |
| Jeffrey Voels | |
| John H. Wallick, II, CFA | |
| Cambria Wallrich-Nunns | |
| Corry Walsh | Chase Investments |
| William G. Waters | |
| James J. Weicher | |
| Dachi Xu | Illinois Institute of Technology |
| Peter M. Yi, CFA | Northern Trust Global Investments |
| Elizabeth Young | |
| Miranda Yu | Guggenheim Partners |
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