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The CFA Chicago would like to recognize the following individuals for their contributions to the Society:
Annual Dinner
Candidate Services
Career Management
C.F.A. - Cultivating Female Ambition
Communication
Education
Finance
Job Placements
Luncheon Programs
Recruitment
Social Events
Annual Dinner | |
| Wally Fikri, CFA | William Blair & Company |
| Judi Malter Rossetti, CFA | Fitch Ratings |
| Shantal Alonso | CFA Society of Chicago |
| Sandford Boyce | William Blair & Company |
| Adam Daman | Fitch Ratings |
| Jon Denfeld, CFA | USB Global Asset Management |
| Jodi DiCenzo, CFA | Bernartzi and DiCenzo, LLC or JDL Consulting, LLC |
| Jill Epstein, JD | CFA Society of Chicago |
| James Franke | |
| Greg Gleason | Houlihan Lokey |
| Scott Hanson | |
| Faiyaz Hashmi | |
| Timothy Holt | Thomas White Int'l LTD |
| Jeff Houston, CFA | William Blair & Company |
| Douglas Jackman, CFA | Thomas White Intl. |
| Kerry Jordan | |
| Jeff Kernagis, CFA | Claymore Securities, Inc. |
| Sergei Khamdiev, CFA | Uline |
| Arch King, CFA | Northern Trust |
| Owen Lau, CFA | HSBC |
| Barbara Limanowka | |
| Clarke Michalak | Prudential Real Estate Investors |
| Sam Miller | Slayton Lewis |
| Stephen Moy, CFA | JPMorgan |
| Abhishek Mukhopadhyay | Northwestern University |
| Matthew Neal | Iron Partners, LLC |
| P. Peter Nguyen | |
| Alexander Olaru, CFA | Options Clearing Corp. |
| Joseph Podbielski, CFA | Northern Trust |
| Abrar Sait | |
| John Simmons, CFA | Richards & Tierney |
| Luke Stifflear, CFA | William Blair & Company |
| David Wales | Grosvenor Capital Management |
| Craig Waslin | Adams Street Partners |
| Brian Weber | Houlihan Smith & Co. |
| Chi Man Wong |
Candidate Services | |
| Jay Eisenhardt | UBS Global Asset Management |
| Joan Rockey | Option Opportunities Company |
| Shantal Alonso | CFA Society of Chicago |
| Michael Bartlett, CFA | KeyBanc Capital Markets, Inc. |
| Carson Boneck, CFA | Quantitative Services Group, LLC |
| Sunilkumar Boregowda | University of Akron |
| Joel Brown, CFA | PPM America |
| Chris Campbell | DePaul University - MBA (Student-Member) |
| David Chiang, CFA | Willamette Management Associates |
| Lisa Curran | |
| Dave Decoste, CFA | LightPoint Capital Management |
| Derek Dziurdzik | Loyola University |
| Jill Epstein, JD | CFA Society of Chicago |
| Indira Garapati | LaSalle Bank - Wealth Management Group |
| Sabrina Gracias, CFA | Valor Equity Partners |
| Joseph Grandis | JPMorgan |
| Madhuri Gidugo | University of Akron |
| Cheryl (Qian) Hua, CFA | The Kenwood Group |
| Jing Wen (Jim) Huang, CFA | Chicago Mercantile Exchange Inc. |
| Pallavi Jain | |
| Arch King, CFA | Northern Trust |
| Huanyun (Ivy) Li, CFA | Morningstar, Inc. |
| Shelley Lin | |
| Clarke Michalak | Prudential Real Estate Investors |
| Jonathan Miles, CFA | Ritchie Capital Management |
| Sam Miller | Slayton Lewis |
| Abhishek Mukhopadhyay | Northwestern University |
| Matthew Neal | Iron Partners, LLC |
| Shalini Sharma, CFA | Duff & Phelps Investment Management Co. |
| Geoffrey S. Shaver | Security Capital Research & Management |
| Haohua Tang | IIT - Stuart |
| Ryan Whitmore | Howe Barnes Hoefer & Arnett |
| Chi Man Wong | |
| Nestor Wozny | Ativo Research, LLC |
| Jiasheng Wu | IIT-Stuart |
| Charles Yeager | Argosy University |
| Peter Yi, CFA | Northern Trust Global Investments |
Career Management | |
| Indira Garapati | LaSalle Bank - Wealth Management Group |
| Ryan McGloin, CFA | Commercial Tenant Analysis, Inc. |
| Judi Malter Rossetti, CFA | Fitch Ratings |
| Matt Alexander, CFA | Stark Investments |
| Shantal Alonso | CFA Society of Chicago |
| Melanie Angers | |
| Chris Baker, CFA | RIM Finance, LLC |
| Jane Belcher | |
| Stephanie Braming, CFA | William Blair |
| Omar Camara | DePaul University |
| David Chiang, CFA | Willamette Management Associates |
| Meeralal Choudhary | UBS O'Connor |
| Howard Cohen | |
| Dan Colban | University of Chicago - MBA |
| Michael Cumming, CFA | TradeLink Securities |
| Jim Daley, CFA | Diversified Investment Advisors, Inc. |
| Kyle Daly | |
| Paul D'Ouville, CFA | Northern Trust |
| Jill Epstein, JD | CFA Society of Chicago |
| Steven P. Eschbach | Integrys Energy Group, Inc. |
| Stephen Fletcher, Jr. | Wellspring Partners |
| James Glueck | Banco Popular North America |
| Jaimi Goodfriend | |
| Marvin Goodwin, CFA | Grace Community Development |
| Kathleen A. Graham | HQS, Inc. |
| Jonathan Greer | Federal Home Loan Bank of Chicago |
| Scott Hanson | |
| Leo Harmon, Jr., CFA | Fiduciary Management Associates |
| Lee Hayes, CFA | Genesee Investments |
| Michael Johns, Jr., CFA | BMO Capital Markets |
| Kerry Jordan | |
| Arch King, CFA | Northern Trust |
| Jesse Levine, CFA | American Automotive Trust |
| Randall Malecki | Zurich Insurance |
| Jonathan Miles | |
| Treasa Moran | UBS Global Asset Management |
| Andrew Mose | WNS Corp. |
| Dominik Moulliet | |
| Abhishek Mukhopadhyay | Northwestern University |
| Florence Mwaura | Bank of America |
| Jason Napoli | Wells Fargo Private Bank |
| Carla Norfleet Taylor, CFA | Fitch Ratings |
| Brandon Palm | M Trading |
| Jana Prodanova | University of Chicago - GSB |
| M. Patrick Quinn | William Blair & Company |
| Mary Roupp | Aon Consulting |
| Gail C. Scully, CFA | Gofen and Glossberg |
| Katherine Xin Shen | University of Illinois, Urbana |
| Timothy Solberg, CFA | CCM Advisors, LLC |
| Daniela Stoichitoiu | DePaul University |
| Steve Sudhoff, CFA | Jefferson Cook Associates |
| Cheryl Sulima | Federal Reserve Bank of Chicago |
| Yogesh Sundaram | Quantitative Services Group |
| Haohua Tang | IIT |
| Rick Tauber, CFA | Grace Brothers, LLC |
| Pete Wahlstrom | Goldman Sachs |
| Ed Watkins, CFA | Marshall Field IV Trusts |
| Chi Man Wong | |
| Nestor Wozny | Ativo Research, LLC |
| Jiasheng Wu | IIT-Stuart |
| Min Ye | KPMG, LLP |
| Miranda Yu, CFA | Guggenheim Partners |
| Alan Zhang | Northern Trust |
C.F.A. - Cultivating Female Ambition | |
| Heather Brilliant, CFA | Morningstar |
| Jodie Gunzberg, CFA | Alphametrix, LLC |
| Joan Rockey | Option Opportunities Company |
| Shantal Alonso | CFA Society of Chicago |
| Amy Barenberg | Bradley University |
| Peggy Bertelsen Hampton, CFA | |
| Jennifer Childe, CFA | Bear Stearns |
| Estella Chu, CFA | Moody Investment Advisors, Inc. (KPMG Corporate Advisors) |
| Lisa Curran | |
| Katrina Dee | Glenwood Capital Investments |
| Dianna DiIorio | Grosvenor Capital Management |
| Jill Epstein, JD | CFA Society of Chicago |
| Rebecca Gerchenson | Lehman Brother |
| Madhuri Gidugo | University of Akron |
| Eliza Gordecka, CFA | Huron Consulting Group |
| Sabrina Gracias, CFA | Valor Equity Partners |
| Kathy Graham | HQS, Inc. |
| Michelle Greco Froeschle, CFA | Bank of America - Private Bank |
| Bonnie Goldsborough | UBS Global Asset Management |
| Jonathan Greer | Federal Home Loan Bank of Chicago |
| Alison Heisner | University of Chicago |
| Lori Holland | Lehman Brothers Asset Mgmt., LLC |
| Rhonda Hopps, CFA | Hopps Capital Advisors, Inc. |
| Pallavi Jain | |
| Arch King, CFA | Northern Trust |
| Emily Li, CFA | Great Lakes Advisors, Inc. |
| Shelley Lin | |
| Judi Malter-Rossetti | Fitch Ratings |
| Daniela Mardarovici, CFA | Harris Investment Management |
| Krista McLeod | BNP Paribas |
| Lisa Metros, CFA | Becker Professional Review |
| Michelle Moreno, CFA | First Analysis Corporation |
| Theresa Mozzocci, CFA | Crestline Investors |
| Maura Murrihy | Ennis Knupp |
| Geetha Nagaraj, CFA | |
| Katie Pease, CFA | Institutional Capital Corporation |
| Nancy Prial, CFA | Essex Investment Management Company, LLC |
| Julie Pully, CFA | Northern Trust |
| Mary Roupp | Aon Consulting |
| Gail C. Scully, CFA | Gofen and Glossberg |
| Laura Stern, CFA | Prudential Retirement Service |
| Cheryl Sulima | Federal Reserve Bank of Chicago |
| Nikki Tanner | Bank of America |
| Chi Man Wong | |
| Christiane Wunder, CFA | JPMorgan Chase |
| Min Ye | KPMG, LLP |
| Charles Yeager | Argosy University |
| Miranda Yu, CFA | Guggenheim Partners |
Communications | |
| Greg Gocek, CFA | |
| Leo Harmon, Jr., CFA | Fiduciary Management Associates |
| Matt Alexander, CFA | Stark Investments |
| Shantal Alonso | CFA Society of Chicago |
| Eric Ause, CFA | Fitch Ratings |
| Bob Cohen, CFA | Smart & Associates |
| Donald D. Duncan, CFA | D3, Design Develop Deploy Financial Consulting |
| Jill Epstein, JD | CFA Society of Chicago |
| Michael Falk, CFA | ProManage, LLC |
| Michele Gambera, CFA | Ibbotson Associates LLC |
| Joseph Grandis | JPMorgan |
| Kerry Jordan | |
| Arch King, CFA | Northern Trust |
| Mike Lindh, CFA | Richards & Tierney, Inc. |
| Alan Meder, CFA | Duff & Phelps Investment Management Co. |
| Treasa Moran | UBS Global Asset Management |
| Jeff Sirkin, CFA | Aon Risk Consultants |
| Mark Toledo, CFA | Total Portfolio Management, LLC |
| Kevin Waspi, CFA | University of Illinois at Urbana-Champaign |
| Pete Wahlstrom | Goldman Sachs |
| Nestor Wozny | Ativo Research, LLC |
Education | |
| Steven Dayon, CFA | Chicago Board of Trade |
| Joe Simpson, CFA | Gresham Partners, LLC |
| Branimir Petranovic, CFA | UBS Global Asset Management |
| Shantal Alonso | CFA Society of Chicago |
| Basili Alukos, CPA | McGladrey & Pullen, LLP |
| Robert Atra, CFA | Lewis University |
| Mike Bafia | Walgreens |
| Sunilkumar Boregowda | University of Akron |
| Scott Bryant, CFA | JPMorgan |
| Kevin Burke, CFA | Lotsoff Capital Management |
| Jim Butler, CFA | McDonnell Investment Management, LLC |
| Lester Chan | Northwestern University |
| Hong Cheng | DePaul University |
| David Chiang, CFA | Willamette Management Associates |
| Howard Cohen | |
| Peter Cook | Clerkenwell Capital Corp |
| Arnold Davis, CFA | Accenture |
| Kyle Daly | |
| Darrin DeCosta | Nuveen Investments |
| Paul d'Ouville, CFA | Northern Trust |
| Amit Dugar, CFA | Charles Schwab & Co., Inc. |
| Jill Epstein, JD | CFA Society of Chicago |
| Ron Ewing, CFA | Valuation Research Corp. |
| Andy Finks | Northern Trust Company |
| Stephen Fletcher, Jr. | Wellspring Partners |
| David Frank, CFA | Liberty Wanger Asset Management |
| Sabrina Gracias, CFA | Valor Equity Partners |
| Michelle Greco Froeschle, CFA | Bank of America - Private Bank |
| Jonathan Greer | Federal Home Loan Bank of Chicago |
| Jaimi Goodfriend | |
| Robert Gyorgy, CFA | Northern Trust |
| Lee Hayes, CFA | Genesee Investments |
| Joel Hirsh | Kovitz Investment Group |
| Cheryl (Qian) Hua, CFA | The Kenwood Group |
| Richard Huber | Produce Reporter Company |
| Pallavi Jain | |
| Harold M. Janecek III | PowerShares Capital Management LLC |
| Greg Jania, CFA | WP Global Partners |
| Kay H. Kamin | Sutton Place Financial Inc. |
| Haywood Kelly, CFA | Morningstar |
| Sergei Khamdiev, CFA | Uline |
| Robert Kick | Medline Industries |
| Arch King, CFA | Northern Trust |
| Joseph Liedtke, CFA | Balboa Insurance Group |
| Hyungjin Lim | Illinois Institute of Technology (Student-Member) |
| Mike Lindh, CFA | Richards & Tierney |
| Nikhil Majithia, CFA | Vantage Financial Partners |
| Tomoko Matsuyama | |
| Carol McGillivray, CFA | |
| Nathan Mendes, CFA | Voyageur Asset Management |
| Jonathan Miles, CFA | Ritchie Capital Management |
| Dominik Moulliet | |
| Abhishek Mukhopadhyay | Northwestern University |
| Matthew Neal | Iron Partners, LLC |
| Jeffrey Nevins, CFA | First Analysis |
| John Osborne, CFA | ABN AMRO NA |
| Brandon Palm | M Trading |
| Nicholas Parrish, CFA | Grosvenor Capital Management, L.P. |
| Alex Rabinovich, CFA | Morningstar, Inc. |
| Raj Rathi - Baxter Credit Union (BCU) | Education |
| Steve Riley, CFA | Efficient Capital |
| Aaron Roberts, CFA | High Pointe Capital Management, LLC |
| Dan Rudewicz | Raymond James & Assoc. |
| Michael Rybak, CFA | Commercial Tenant Analysis, Inc. |
| Shalini Sharma, CFA | Duff & Phelps Investment Management Co. |
| Krishna Soma, CFA | Northern Trust |
| Kanchana Suresh, CFA | Northern Trust |
| Haohua Tang | IIT |
| Rawley Thomas, CFA | LifeCycle Returns, Inc. |
| Matt Thompson, CFA | Premier Asset Management LLC |
| Wayne Thorp, CFA | American Association of Individual Investors |
| Nadia Van Dalen, CFA | Morningstar |
| Joseph Vu, CFA | DePaul University |
| Pete Wahlstrom | Goldman Sachs |
| Xinxin Wang, CFA | Federal Home Loan Bank of Chicago |
| Kevin Waspi, CFA | University of Illinois |
| Janet Wilson | Marc J. Lane Investment Management, Inc. |
| Mark Wisniewski, CPA, CFA | Main Street Bank & Trust |
| Mike Wolcott, CFA | Timeless Investment Management & Research |
| Leon Xin | UBS Global Asset Management |
| Miranda Yu, CFA | Guggenheim Partners |
Finance | |
| Tony Scavuzzo, CFA | MB Financial Bank |
| Leo Harmon, Jr., CFA | Fiduciary Management Associates |
| Shantal Alonso | CFA Society of Chicago |
| Jane Belcher | |
| Jim Boudreault, CFA | Wellington Management |
| Lester Chan | Northwestern University |
| Hong Cheng | DePaul University |
| Peter Cook, CFA | Clerkenwell Capital Corp. |
| Karl D'Cunha | Houlihan Smith & Company, Inc. |
| Jim Daley, CFA | Diversified Investment Advisors, Inc. |
| Tim Dittmer, CFA | Stout Risius Ross |
| Jill Epstein, JD | CFA Society of Chicago |
| Radu Fega | |
| Andy Finks | Northern Trust Company |
| James Glueck | Banco Popular North America |
| Evan Goad | Sara Lee Corporation |
| Jonathan Greer | Federal Home Loan Bank of Chicago |
| Faiyaz Hashmi | |
| Sarah Hemmer, CFA | |
| Pallavi Jain | |
| Michael Johns, Jr., CFA | BMO Capital Markets |
| Kerry Jordan | |
| Kay H. Kamin | Sutton Place Financial Inc. |
| Arch King, CFA | Northern Trust |
| Joe Knecht, CFA | Harris, N.A. |
| Jesse Levine | American Automotive Trust (in c/o LRS) |
| Mike Lindh | Richards & Tierney |
| Bradley Meeks | Deloitte & Touche LLP |
| Abhishek Mukhopadhyay | Northwestern University |
| P. Peter Nguyen | |
| Christopher Peifer, CFA | JPMorgan Chase & Co. |
| Donald Powell | Northern Trust |
| M. Patrick Quinn | William Blair & Company |
| Joan Rockey, CFA | Option Opportunities |
| Mary Roupp | Aon Consulting |
| Mark Sansoterra, CFA | Harris Bank |
| Katherine Xin Shen | University of Illinois |
| Steve Sudhoff, CFA | Jefferson Cook Associates |
| Haohua Tang | IIT |
| Te-Chang Tsai | Depaul University |
| Pete Wahlstrom | Goldman Sachs |
| Larry Witt | Morningstar |
| Randall Wostratzky | The Sprectrem Group |
| Jiasheng Wu | IIT-Stuart |
| Charles Yeager | Argosy University |
| Kevin Yu, CFA | Deloitte & Touche |
| Alan Zhang | Northern Trust |
Job Placements | |
| Marcus Velasco, CPA, CFA | Bank of America |
| Leo Harmon, Jr., CFA | Fiduciary Management Associates |
| Shantal Alonso | CFA Society of Chicago |
| Melanie Angers | |
| Thomas Bartley | Purdue University |
| Jane Belcher | |
| Jim Boudreault, CFA | Wellington Management |
| Karen Caldwell, CFA | ABN AMRO |
| Omar Camara | DePaul University |
| Jason Carver, CFA | Alaron |
| David Chiang, CFA | Willamette Management Associates |
| Dan Colban | University of Chicago - MBA |
| Rebecca Cook | |
| John Cooper, CFA | RBC Capital Markets |
| Ralph Cram, CFA | Theatreplex Entertainment Properties |
| Sorin Dan | |
| Jill Epstein, JD | CFA Society of Chicago |
| Radu Fega | |
| Patrick Galley, CFA | River North Capital Management, Inc. |
| Indira Garapati | LaSalle Bank - Wealth Management Group |
| Kathy Graham | HQS, Inc. |
| Jonathan Greer | Federal Home Loan Bank of Chicago |
| Shane Goss, CFA | Wellspring Valuation |
| D. Brooke Gottshall, CFA | Citigroup |
| Scott Hanson | |
| Douglas Harrell | Mesirow Financial |
| David Hess, CFA | First Analysis |
| Shane Hoover, CFA | Performance Trust Capital Partners |
| Veena Jagannath, CFA | Discover Financial Services |
| Michael Johns, Jr., CFA | BMO Capital Markets |
| Kerry Jordan | |
| Phil Kain, CFA | Fifth Third Bank |
| Robert Kick | Medline Industries |
| Arch King, CFA | Northern Trust |
| Gary Knapp, CFA | Uhlmann Price Securities |
| Jesse Levine, CFA | American Automotive Trust |
| Huanyun (Ivy) Li, CFA | Morningstar, Inc. |
| Barbara Limanowka | |
| Shelley Lin | |
| Mike Lindh, CFA | Richards & Tierney |
| Lars Luedeman, CFA | |
| Abhishek Mukhopadhyay | Northwestern University |
| Maulik Nagri | Sara Lee Corporation |
| Jason Napoli | Wells Fargo Private Bank |
| Matthew Neal | Iron Partners, LLC |
| P. Peter Nguyen | |
| Hasmita Patel, CFA | JPMorgan Chase & Co. |
| Chris Peifer, CFA | Trenwith Group |
| Jana Prodanova | University of Chicago - GSB (Student-Member) |
| M. Patrick Quinn | William Blair & Company |
| Steve Reaven | Lake Forest Graduate School of Management |
| Katherine Xin Shen | University of Illinois |
| Timothy Solberg, CFA | CCM Advisors, LLC |
| James Stirling, CFA | UBS |
| Daniela Stoichitoiu | DePaul University |
| Haohua Tang | IIT |
| Rick Tauber, CFA | Grace Brothers, LLC |
| Pete Wahlstrom | Goldman Sachs |
| Michael Welch, CFA | Lehman Brothers |
| Gregory Witt, CFA | Bank of America |
| Kevin Woloszyk | DePaul University (Student-Member) |
| Chi Man Wong | |
| Nestor Wozny | Ativo Research, LLC |
| Min Ye | KPMG, LLP |
Luncheon Programs | |
| Joanna McGinley, CFA | Morningstar |
| Branimir Petranovic, CFA | HFR Asset Management, LLC |
| Jack Ablin, CFA | Harris Trust & Savings Bank |
| Shantal Alonso | CFA Society of Chicago |
| Ted Andrews, CFA, CFP | |
| James Butler, Jr., CFA | McDonnell Investment Management, LLC |
| RJ Bukovac, CFA | Putnam Investment Management |
| Peng Chen, CFA | Ibbotson Associates |
| Jennifer Childe, CFA | Bear Stearns |
| Howard Cohen | |
| Robert Conrardy, CFA | Bank of America |
| Peter Cook | Clerkenwell Capital Corp |
| Karl D'Cunha | Houlihan Smith & Company, Inc. |
| Jim Daley, CFA | Diversified Investment Advisors, Inc. |
| Adam Daman | Fitch Ratings |
| Christopher DeMonte, CFA | Optimum Investment Advisors |
| Sumit Desai | Morningstar, Inc. |
| Steven P. Eschbach | Integrys Energy Group, Inc. |
| James Ellis | Huntington Partners |
| Jill Epstein, JD | CFA Society of Chicago |
| Stephen Fletcher, Jr. | Wellspring Partners |
| William Florida, CFA | Advisory Research Inc. |
| David Frank, CFA | Liberty Wanger Asset Management |
| James Franke | |
| Steven D. Franklin, CFA | Citigroup Private Bank |
| Matt Galas | |
| Greg Gleason | Houlihan Lokey |
| Sabrina Gracias, CFA | Valor Equity Partners |
| Scott Hanson | |
| Faiyaz Hashmi | |
| Ricardo Luis G. Hilado | Ernst & Young |
| Cheryl (Qian) Hua, CFA | The Kenwood Group |
| Shaheen Iqubal | UBS Global Asset Management |
| Michael Johns | BMO Capital Markets |
| Sami Kamhawi, CFA | Goldman Sachs |
| Kay Kamin | Sutton Place Financial Inc. |
| Daniel Kastholm, CFA | Fitch Ratings |
| Arch King, CFA | Northern Trust |
| Scott Kunkel | Castle Bank |
| Bradley Leak, CFA | Boeing |
| Shelley Lin | |
| Carol McGillivray, CFA | |
| Chris Mier, CFA | Loop Capital Markets |
| Jeff Moster, CFA | Lehman Brothers |
| Dominik Moulliet | |
| Abhishek Mukhopadhyay | Northwestern University |
| David Myszkowski, CMT | Northern Trust |
| Matthew Neal | Iron Partners, LLC |
| Jeff Nevins, CFA | First Analysis |
| P. Peter Nguyen | |
| Daniel Nicholas, CFA | UBS |
| Brady O'Connell, CFA | Ennis, Knupp and Associates |
| Travis Pascavis, CFA | Credit Suisse |
| Douglas Peterson | Valuation Research Corporation |
| Joseph Podbielski, CFA | Northern Trust |
| Lisa Radomski, CFA | Smith Barney |
| Michelle RhodesBrown, CFA | Profit Investment Management |
| John Schmitt | Merrill Lynch |
| Gordon Scott, CFA | Rail-Splitter Capital |
| Mark Seaman, CFA | Superfund Asset Management |
| Justin Sheperd, CFA | Harris Alternatives, LLC |
| Chris Sikorski | US Securities & Exchange |
| James Stirling, CFA | UBS |
| Haohua Tang | IIT |
| Ying Timmermann | PPM America |
| Kevin J. Vandolder, CFA | Ennis, Knupp & Associates |
| Muz Waheed | Ennis Knupp + Associates |
| Anthony Wai, CFA | PricewaterhouseCoopers |
| David Wales | Grosvenor Capital Management |
| Ronit Walny | Northern Trust |
| David Watkins, CFA | Heitman Capital Management |
| David Weiss | Houlihan Smith & Company |
| Eric Welt | Calamos |
| Jiasheng Wu | IIT-Stuart |
| Alan Zhang | Northern Trust |
Recruitment | |
| Jodi DiCenzo, CFA | |
| Joan Rockey | Option Opportunities Company |
| Shantal Alonso | CFA Society of Chicago |
| Brian Antenucci | Wayne Hummer Asset Management Company |
| Francis Bakalar, CFA | Chicago Equity Partners, LLC |
| Sunilkumar Boregowda | University of Akron |
| Jeritt Bushaw | Lighthouse Partners |
| Sean Casey, CFA | Kinship Trust Company, LLC |
| Derek Casteel, CFA | Community Capital Management |
| Alyssa Cheatham, CFA | Clark Strategic Advisors |
| Sorin Dan | |
| Derek Dziurdzik | |
| Steven P. Eschbach | Integrys Energy Group, Inc. |
| Jill Epstein, JD | CFA Society of Chicago |
| Andrew Gagle | |
| Madhuri Gidugo | University of Akron |
| Chris Goebel, CFA | Hewitt Investment Group |
| Eliza Gordecka, CFA | Huron Consulting Group |
| Jonathan Greer | Federal Home Loan Bank of Chicago |
| Michael Heneghan | |
| Lauren Kelley | William Harris Investors, Inc. |
| Richey Kemmling | Ashland Partners & Company LLP |
| Arch King, CFA | Northern Trust |
| Phil Kroger | Allstate Investments |
| Huanyun (Ivy) Li, CFA | Morningstar, Inc. |
| Clarke Michalak | Prudential Real Estate Investors |
| Abhishek Mukhopadhyay | Northwestern University |
| Matthew Neal | Iron Partners, LLC |
| Mike Nicolas, CFA | Lakeview Investment Group |
| John Pascente, CFA | Cabrera Capital Markets, Inc. |
| Shawn Radtke, CFA | Credit Suisse HOLT |
| John Schmitt | Merrill Lynch |
| Katherine Xin Shen | University of Illinois |
| James St. Aubin, CFA | Ibbotson Associates |
| Haohua Tang | IIT |
| Te-Chang Tsai | Depaul University |
| Jeff Turner | Walsh Group |
| Rong Wang, CFA | Baxter International |
| Kevin Waspi, CFA | University of Illinois at Urbana-Champaign |
| Nestor Wozny | Ativo Research, LLC |
| Charles Yeager | Argosy University |
Social Events | |
| Jeff Kernagis, CFA | PowerShares Capital Management LLC |
| Judi Malter Rossetti, CFA | Fitch Ratings |
| Shantal Alonso | CFA Society of Chicago |
| Benjamin Alpert, CFA | Trenwith Group, LLC |
| Kimberly Appapillai | BMO Capital Markets |
| Thomas Bartley | Purdue University |
| Mark Bojanowski, CFA | Mercer Investment Consulting |
| Eric Bruce, CFA | Arlington Hall Research & Investment Management |
| Karl D'Cunha | Houlihan Smith & Company, Inc. |
| Kyle Daly | |
| Darrin DeCosta | Nuveen Investments |
| Jon Denfeld, CFA | UBS Global Asset Management |
| Dianna DiIorio | Grosvenor Capital Management |
| Justin Dygert | Aon |
| Steven P. Eschbach | Integrys Energy Group, Inc. |
| Jill Epstein, JD | CFA Society of Chicago |
| James Franke | |
| Jorge Fung | Loyola University |
| Matt Galas | |
| Adan Galvan | Ativo Capital Management |
| James Glueck | Banco Popular North America |
| Shane Goss, CFA | Wellspring Valuation |
| Jonathan Greer | Federal Home Loan Bank of Chicago |
| Scott Hanson | |
| Mike Harrison | First Analysis |
| Faiyaz Hashmi | |
| Michael Heneghan | |
| Shane Hoover, CFA | Performance Trust Capital Partners |
| Jim Hrabak, CFA | MB Financial Bank |
| Michael Johns ,Jr., CFA | BMO Capital Markets |
| Arch King, CFA | Northern Trust |
| Chris Lakumb, CFA | Interocean Wealth Management |
| Barbara Limanowka | |
| Sean Lenz | BMO Capital Markets |
| Shelley Lin | |
| Raymond Mau, CFA | JPMorgan Private Client Services |
| Bradley Meeks | Deloitte & Touche LLP |
| Clarke Michalak | Prudential Real Estate Investors |
| Abhishek Mukhopadhyay | Northwestern University |
| Matthew Neal | Iron Partners, LLC |
| Steven Nunley, CFA | Morgan Stanley |
| Bob Obarski | JP Morgan |
| Brandon Palm | M Trading |
| Joseph Podbielski, CFA | Northern Trust |
| Abrar Sait | |
| John Schmitt | Merrill Lynch |
| Abhay Shah | Standard & Poor's |
| Haohua Tang | IIT |
| Rick Tauber, CFA | Grace Brothers, LLC |
| Jeff Turner | Walsh Group |
| Pete Wahlstrom | Goldman Sachs |
| Anthony Wai, CFA | PricewaterhouseCoopers |
| Larry Witt | Morningstar |
| Charles Yeager | Argosy University |
CFA Institute Volunteers
CFA Society of Chicago is pleased to recognize the following CFA Chicago members who served on CFA Institute committees in 2006-2007. The Society applauds their commitment to CFA Institute's global activities.
Gary Brinson, CFA
GB Brinson Investments
Financial Analysts Journal Advisory Council and Editorial Board
Peng Chen, CFA
Morningstar
Candidate Curriculum Program
Gautam Dhingra, CFA
High Pointe Capital Management, LLC
Financial Analysts Seminar Board of Regents
James Duies, CFA
Hickory Point Bank and Trust
Professional Conduct Program Hearing Panel Pool
Gregory Gocek, CFA
Candidate Curriculum Program
Professional Conduct Program Hearing Panel Pool
Kathleen Graham
HQS, Inc.
Professional Development Program
Mark Hutchinson, CFA
Citi
Professional Conduct Program Hearing Panel Pool
Wei Li
Thomas White International, Ltd.
Candidate Curriculum Program
David McHugh, CFA
Northern Trust
Annual Conference Committee
Private Wealth Advisory Committee
William McLean, CFA
Northwestern University
Financial Analysts Seminar Board of Regents
Alan Meder, CFA
Duff & Phelps Investment Management Co.
Candidate Curriculum Program
Branimir Petranovic, CFA
UBS
Candidate Curriculum Program
Brian Singer, CFA
UBS
Financial Analysts Journal Advisory Council and Editorial Board
Anthony Wilkins, CFA
Northern Trust
Disciplinary Review Committee
Daniel Xystus, CFA
Chicago Equity Partners
Candidate Curriculum Program