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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:

Annual Dinner

Douglas M. Jackman, CFA (Chair)Thomas White International Ltd.
Jeffrey W. Kernagis, CFA (VP, Special Events)PowerShares Capital Management LLC
Marc AndersenUniversity of Chicago Booth School of Business
Kevin CareyPNC Wealth Management Group
Xiran ChenDePaul University
Ryan Dimas, CFAWilliam Blair & Company
Walid M. Fikri, CFAWilliam Blair & Company
Bo FuDePaul University
Kathleen A. GrahamHQS, Inc.
Sagar HebbarAon Hewitt
Timothy HoltInvestment Mgmt Consulting Group
Jarrod Leisure 
Stephen Moy, CFA 
Sandeep ParakhKPMG LLP
Xing SuCME GROUP

 

Candidate Services

Joseph H. Grandis, CFA (Co-Chair) 
Patrick Hager (Co-Chair) 
Lisa Curran, CFA (VP Member Development - Secretary) 
Jason BallWells Fargo
Brett J. Bina, CFANorthern Trust
Tej BuchNorthern Trust
Daniel BurkeLowry Hill
Richard CoCME Group
Jay Scott EisenhardtUBS Global Asset Management
Brian Fischer 
Anthony Fout, CFA 
Garrett Glawe 
Robert GordonNew Frontier Holdings
Shelton HeaverBMO Harris Private Bank
Shih-Wei HuangUniversity of Illinois at Urbana-Champaign
Mark KimAston Asset Management
Clarke A. Michalak, CFAPrudential Real Estate Investors
Michael SchaefferGrant Thornton LLP
Geoffrey S. Shaver, CFASecurity Capital Research & Management
Adam SmithHarris myCFO Investment Advisory Services, LLC
Lisa Sterling, CFA 
Derrell WallsKeller Graduate School of Management
Mark WarrenThe Boeing Company
Donald YeomansMerrill Lynch
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
Randall BarichThe Northern Trust Company
Douglas Bartels 
Michael BreakstoneMarco Consulting Group
Christopher BurnsBessemer Trust
James Kent Daley, CFA 
Eric R. Dunlap, CFATorus Capital LLC
Anne Therese Durkin, CFA 
Steven P. Eschbach, CFAIntegrys Energy Group, Inc.
Anthony Aaron Fout, CFA 
Marcus Hamacher 
Lee T. Hayes, CFAGenesee Investments
Sagar HebbarAon Hewitt
John IdeJPMorgan Asset Management
Douglas M. Jackman, CFAThomas White International Ltd.
Joshua JastrebskiRitchie Capital
Vito LaeraColumbine Capital
Lele LiangUniversity of Illinois at Urbana Champaign
Jarrod Leisure 
Ryan Patrick McGloin, CFACommercial Tenant Analysis, Inc.
Yalemzewd Nega, CFA 
Joseph PodbielskiThe Northern Trust Company
Stefan Quenneville 
M. Patrick Quinn, CFAWilliam Blair & Company
Andres RomeroInstitute For Latino Progress
Jason Sensat 
Rashmi Singh 
David Sokolovsky 
Lisa Sterling 
Xing SuCME GROUP
Bradley SummersMerrill Lynch
Dimitar Tanchev 
James TanejaCitadel LLC
Richard Joseph Tauber, CFA 
Samuel Dale Tegel, CFASun Trading, LLC
Nicolas Valaperta, CFABank Of America Merrill Lynch
Zhen Wang 
Daniel WelkerJPMorgan Asset Management
Dachi XuIllinois Institute of Technology
Alexis Zemaitis 
Alan C. Zhang, CFADeloitte & Touche, LLP
Qifeng ZhangUIC - Liautaud School of Business
John ZielinskiCapital Group Private Client Services

 

CFA Women Advisory Group

Kerry Patricia Jordan, CFA (Chair) 
Lisa Curran, CFA (VP Member Development - Secretary) 
Ophelia BarsketisFiduciary Management Associates LLC (FMA)
Melissa BinderThe Marco Consulting Group
University of Chicago (Booth School of Business)
Heather Elizabeth Brilliant, CFAMorningstar, Inc.
Kathleen A. GrahamHQS, Inc.
Maya Gruber 
Margaret Bertelsen Hampton, CFA 
Sheila HanleyTemplenaboe Emerging Markets
Leah LakaroskyDuff & Phelps
Daniela Mardarovici, CFA 
Cynthia Ann McLaughlin 
Krista B. McLeod, CFABrookfield Investment Management Inc.
Toireasa H. MoranInstutional Capital
Theresa D. Mozzocci, CFAPluscios Management
Jeanne Murphy 
Maura J. Murrihy, CFA 
Amy PinkosNuveen Investments
Julie PullyThe Northern Trust Company
Mei Lun QuachNorthwestern University (Investment Office)
Rashmi Singh 
Laurin StarckGoldman Sachs
Kristen SteffensNorthern Trust
Kymberly L. SterlingSonnenschein Nath & Rosenthal
Lisa A. Sterling, CFA 
Amanda StilmockJPMorgan Asset Management
Ye Zhao 

 

Communications

Gregory G. Gocek, CFA (Chair) 
Daniela Mardarovici, CFA (VP Operations - Treasurer) 
Ted Andrews, CFA 
Kimberly Appapillai, CFABmo Capital Markets
Bryan ArmstrongFTI Consulting
Eric C. Ause, CFAFitch Ratings
Brett J Bina, CFA 
Elena K. BlackWestinghouse Electric Company
Barry Bolton, CFAMSSB
James J. Boudreault, CFACme Group
Michael BreakstoneMarco Consulting Group
Eileen Brown 
Peter B. Cook, CFAPerformance Trust Investment Advisors
Jagadish Devarajan, CFATradelink LLC
Donald D. Duncan, CFA 
Steven P. Eschbach, CFAIntegrys Energy Group, Inc.
Michael Scott Falk, CFAMichael S. Falk Asset Consulting
Thomas C. FleuryNorthern Trust
Adan Galvan, CFAAtivo Capital Management
Michele Gambera, CFAUBS Global Asset Management
William GaulTrust Company of Illinois
Scott D. HagwellBank Of America Merrill Lynch
John HanleyNorthern Trust
Lee T. Hayes, CFAGenesee Investments
Christopher Ramesh Lakumb, CFARivernorth Capital Management
Yun-Gun Lee 
Siddhartha MalhotraThe Pritzker Group
Peter T. Marchese, CFAD3 Financial Counselors
Dennis W. MarkeyPowershares Capital Management
Michelle K. Marsh, CFAState Farm Insurance Companies
Cynthia Ann McLaughlin 
Alan M. Meder, CFADuff & Phelps Investment Management Co.
Toireasa H. MoranInstutional Capital
Alexei MorozovMorningstar
Tchapo Napoe, CFAIntegrys Energy Group
Brian NelsonValuentum Securities Inc.
Todd Parvis 
Shil PatelThe Northern Trust Company
Richard Joseph Tauber, CFA 
Oliver Rawley ThomasLifecycle Returns, Inc.
Mark F. Toledo, CFATotal Portfolio Management, LLC
Peter C. Wahlstrom, CFAMorningstar
Zhen Wang 
Kevin Glenn Waspi, CFAUniversity Of Illinois At Urbana-Champaign
Eric J. Welt, CFACalamos Investments
Li Chung WuBank of Montreal
Hanjie XiaoThe Boeing Company
Peter M. Yi, CFANorthern Trust Global Investments

 

Education

Alexander N. Rabinovich, CFA (Co-Chair)Morningstar, Inc.
Janet Marie Wilson (Co-Chair)Marc J. Lane Investment Management, Inc.
Howard S. Cohen, CFA (VP - Academic Programs) 
Clifford Stewart AngCompass Lexecon/DePaul University
Douglas Bartels 
Oanh BieniasCapstone Valuation Services LLC
Elena K BlackWestinghouse Electric Company
Barry Bolton, CFAMSSB
Daniel BurkeLowry Hill
Christopher BurnsBessemer Trust
Colin Butkus, CFA 
Victor ChenUniversity of Chicago
Peter B. Cook, CFAPerformance Trust Investment Advisors
Daniel DeRoseRaven Traders LLC
Jagadish Devarajan, CFATradelink Llc
William GaulTrust Company of Illinois
Robert GordonNew Frontier Holdings
Adam M Fleck, CFAMorningstar, Inc.
Lee T. Hayes, CFAGenesee Investments
Joel Davidson Hirsh, CFAKovitz Investment Group
John JacksonAsset Consulting Group
Harold Michael Janecek, IIIPowershares Capital Management LLC
Rajasekhar KesariOhio University
John KoludrovicMesirow Financial
Michael N. Lindh, CFANuveen Hydepark Group, LLC
Michelle K. Marsh, CFAState Farm Insurance Companies
Adam MayerNorthern Trust
Cynthia Ann McLaughlin 
David MooreNorthern Trust
Rudolph Michael Manpredo Murgo, CFAAcciona Energy North America Corporation
Jeanne Murphy 
Branimir Christopher Petranovic, II, CFAUBS Global Asset Management
Stephen ProfferRaven Traders
Roberto Alexander RiveraBeam Global Spirits & Wine
Adam SmithHarris myCFO Investment Advisory Services, LLC
Nicholas TanMorningstar
Dimitar Tanchev 
James TanejaCitadel LLC
Samuel Dale Tegel, CFASun Trading, LLC
Oliver Rawley ThomasLifecycle Returns, Inc.
Kevin Glenn Waspi, CFAUniversity Of Illinois At Urbana-Champaign
John WightkinCharles Schwab
Donald YeomansMerrill Lynch

 

Finance

Christopher W Peifer, CFA (Chair) 
Daniela Mardarovici, CFA (VP Operations - Treasurer) 
James J. Boudreault, CFACME Group
Michael BreakstoneMarco Consulting Group
Kevin Noell Broglio, CFAGeneva Investment Management
Tej Buch 
Kevin CareyPNC Wealth Management Group
Richard CoCME Group
Roland M. CzerniawskiDepaul University
James Kent Daley, CFA 
Rajwardhan DhawleUniversity of Illinois at Urbana Champaign
Bo FuDePaul University
Huseyin Avni Gulcu, CFA 
Jason C. Hogan, C., CFAGreat American Insurance Co
Bradley Howe 
Shih-Wei HuangUniversity of Illinois at Urbana-Champaign
Rajasekhar KesariOhio University
Vito LaeraColumbine Capital
Joseph W. Lamberti, CFAMerrill Lynch
Michael N. Lindh, CFANuveen Hydepark Group, LLC
Roger E. Lumpp, III, CFAErnst & Young LLP
Siddhartha MalhotraThe Pritzker Group
Mario Arthur Manfredi, Jr., CFAAston Asset Management
Jonathan Christopher McCumber, CFA
Alexei MorozovMorningstar
Muzzamil MussaniRazor Hedge, LLC
Tchapo Napoe, CFAIntegrys Energy Group
Donald PowellNorthern Trust
Stephen ProfferRaven Traders
Mei Lun QuachNorthwestern University (Investment Office)
Roberto Alexander RiveraBeam Global Spirits & Wine
Peter James Rogers, CFA 
Andres RomeroInstitute For Latino Progress
Zachary T Rosenstock, CFAWintrust Capital Management
Robert RudolphNorthern Trust
Mark L. Sansoterra, CFAHarris Bank, N.A.
Michael SchaefferGrant Thornton LLP
Kyle ShinnickDepaul University - MBA
David Sokolovsky 
Bradley SummersMerrill Lynch
Nicolas Valaperta, CFABank Of America Merrill Lynch
Peter C. Wahlstrom, CFAMorningstar
Derrell WallsKeller Graduate School of Management
Randall J. WostratzkyThe Sprectrem Group
Li Chung WuBank of Montreal
Peter YiNorthern Trust Global Investments
Alan C. Zhang, CFADeloitte & Touche, LLP
Ye Zhao 
Yijing Zhou 

 

Luncheon Programs

Jeffrey W. Smith, CFA (Chair)Performance Trust Investment Advisors
Howard S. Cohen, CFA (VP, Academic Programs) 
James AbercrombieHTG Capital Partners
Ted Andrews, CFA 
Randall BarichThe Northern Trust Company
Barry Bolton, CFAMSSB
Colin Butkus, CFA 
Xiran ChenDePaul University
Peter B. Cook, CFAPerformance Trust Investment Advisors
Christina CryerPyramis Global Advisors
Daniel DeRoseRaven Traders LLC
Rajwardhan DhawleUniversity of Illinois at Urbana Champaign
Steven P. Eschbach, CFAIntegrys Energy Group, Inc.
Robert FinleyUS Trust
James Allyn Franke, CFARobert W. Baird
Bo FuDePaul University
Scott D. HagwellBank Of America Merrill Lynch
John HanleyNorthern Trust
Marcus Hamacher 
Jui Ya HuangDepaul University - Masters
John IdeJPMorgan Asset Management
John JacksonAsset Consulting Group
Joseph JorgensenNorthern Trust Global Investments
Bradley Richard Leak, CFABoeing Company
John LisyUBS
Joanna B. McGinley, CFAMorningstar
John Laurel Nelson, CFA 
Sandeep ParakhKPMG LLP
Todd Parvis 
Peter PatrinoFitch Ratings
Joseph PodbielskiThe Northern Trust Company
Stefan Quenneville 
Alexander N. Rabinovich, CFAMorningstar, Inc.
Robert RudolphNorthern Trust
Gordon C. Scott, CFARail-Splitter Capital Management
Jason Sensat 
James P. Stirling, CFAUBS
Peter WahlstromMorningstar
David E. Watkins, CFAHeitman
Eric J. Welt, CFACalamos Investments
Alan C. Zhang, CFADeloitte & Touche, LLP
Qifeng ZhangUIC - Liautaud School of Business
Yijing Zhou 
John ZielinskiCapital Group Private Client Services

 

Outreach & Member Development

Judith L. DiCenzo, CFA (Chair) 
Lisa Curran, CFA (VP, Member Development - Secretary) 
Jason M Ball 
Heather Elizabeth Brilliant, CFAMorningstar, Inc.
Sean M. Casey, CFAGore Creek Asset Management
Steven P. Eschbach, CFAIntegrys Energy Group, Inc.
Brian Fischer 
Joshua JastrebskiRitchie Capital
Matthew J. KaneyLoyola University
Lele LiangUniversity of Illinois at Urbana Champaign
Jonathan Christopher McCumber, CFA 
David MooreNorthern Trust
Stephen Moy, CFA 
Muzzamil MussaniRazor Hedge, LLC
Brian NelsonValuentum Securities Inc.
Peter PatrinoFitch Ratings
Steven J. SchoutenDeloitte
Zhen Wang 
Kevin Glenn Waspi, CFAUniversity Of Illinois At Urbana-Champaign
Daniel WelkerJPMorgan Asset Management
Linda WieczorekLMW Consulting

 

Social Events

Abhay Shah (Chair)Standard & Poor's
Jeffrey W. Kernagis, CFA (VP, Special Events)PowerShares Capital Management LLC
Marc AndersenUniversity of Chicago Booth School of Business
Kimberly Appapillai, CFABMOCapital Markets
Steven P. Eschbach, CFAIntegrys Energy Group, Inc.
Thomas C. FleuryNorthern Trust
Adan Galvan, CFAAtivo Capital Management
Scott D. HagwellBank Of America Merrill Lynch
Sheila HanleyTemplenaboe Emerging Markets
Shelton HeaverBMO Harris Private Bank
Douglas M. Jackman, CFAThomas White International Ltd.
Joseph JorgensenNorthern Trust Global Investments
John KoludrovicMesirow Financial
Christopher Ramesh Lakumb, CFARivernorth Capital Management
Yun-Gun Lee 
Mario Arthur Manfredi, Jr., CFAAston Asset Management
Dennis W. MarkeyPowershares Capital Management
Scott Meyerson 
Marc NeriFinra
Peter James Rogers, CFA 
Andres RomeroIDPL
Zachary T Rosenstock, CFAWintrust Capital Management
Peter Thomas Schmit, CFA 
John WightkinCharles Schwab
Hanjie XiaoThe Boeing Company
Dachi XuIllinois Institute of Technology
Peter YiNorthern Trust Global Investments