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:

Annual Dinner
Douglas M. Jackman, CFA (Chair)	Thomas White International Ltd.
Jeffrey W. Kernagis, CFA (VP, Special Events)	PowerShares Capital Management LLC
Marc Andersen	University of Chicago Booth School of Business
Kevin Carey	PNC Wealth Management Group
Xiran Chen	DePaul University
Ryan Dimas, CFA	William Blair & Company
Walid M. Fikri, CFA	William Blair & Company
Bo Fu	DePaul University
Kathleen A. Graham	HQS, Inc.
Sagar Hebbar	Aon Hewitt
Timothy Holt	Investment Mgmt Consulting Group
Jarrod Leisure
Stephen Moy, CFA
Sandeep Parakh	KPMG LLP
Xing Su	CME GROUP

 

Candidate Services
Joseph H. Grandis, CFA (Co-Chair)
Patrick Hager (Co-Chair)
Lisa Curran, CFA (VP Member Development - Secretary)
Jason Ball	Wells Fargo
Brett J. Bina, CFA	Northern Trust
Tej Buch	Northern Trust
Daniel Burke	Lowry Hill
Richard Co	CME Group
Jay Scott Eisenhardt	UBS Global Asset Management
Brian Fischer
Anthony Fout, CFA
Garrett Glawe
Robert Gordon	New Frontier Holdings
Shelton Heaver	BMO Harris Private Bank
Shih-Wei Huang	University of Illinois at Urbana-Champaign
Mark Kim	Aston Asset Management
Clarke A. Michalak, CFA	Prudential Real Estate Investors
Michael Schaeffer	Grant Thornton LLP
Geoffrey S. Shaver, CFA	Security Capital Research & Management
Adam Smith	Harris myCFO Investment Advisory Services, LLC
Lisa Sterling, CFA
Derrell Walls	Keller Graduate School of Management
Mark Warren	The Boeing Company
Donald Yeomans	Merrill Lynch
Peter M. Yi, CFA	Northern 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 Barich	The Northern Trust Company
Douglas Bartels
Michael Breakstone	Marco Consulting Group
Christopher Burns	Bessemer Trust
James Kent Daley, CFA
Eric R. Dunlap, CFA	Torus Capital LLC
Anne Therese Durkin, CFA
Steven P. Eschbach, CFA	Integrys Energy Group, Inc.
Anthony Aaron Fout, CFA
Marcus Hamacher
Lee T. Hayes, CFA	Genesee Investments
Sagar Hebbar	Aon Hewitt
John Ide	JPMorgan Asset Management
Douglas M. Jackman, CFA	Thomas White International Ltd.
Joshua Jastrebski	Ritchie Capital
Vito Laera	Columbine Capital
Lele Liang	University of Illinois at Urbana Champaign
Jarrod Leisure
Ryan Patrick McGloin, CFA	Commercial Tenant Analysis, Inc.
Yalemzewd Nega, CFA
Joseph Podbielski	The Northern Trust Company
Stefan Quenneville
M. Patrick Quinn, CFA	William Blair & Company
Andres Romero	Institute For Latino Progress
Jason Sensat
Rashmi Singh
David Sokolovsky
Lisa Sterling
Xing Su	CME GROUP
Bradley Summers	Merrill Lynch
Dimitar Tanchev
James Taneja	Citadel LLC
Richard Joseph Tauber, CFA
Samuel Dale Tegel, CFA	Sun Trading, LLC
Nicolas Valaperta, CFA	Bank Of America Merrill Lynch
Zhen Wang
Daniel Welker	JPMorgan Asset Management
Dachi Xu	Illinois Institute of Technology
Alexis Zemaitis
Alan C. Zhang, CFA	Deloitte & Touche, LLP
Qifeng Zhang	UIC - Liautaud School of Business
John Zielinski	Capital Group Private Client Services

 

CFA Women Advisory Group
Kerry Patricia Jordan, CFA (Chair)
Lisa Curran, CFA (VP Member Development - Secretary)
Ophelia Barsketis	Fiduciary Management Associates LLC (FMA)
Melissa Binder	The Marco Consulting Group University of Chicago (Booth School of Business)
Heather Elizabeth Brilliant, CFA	Morningstar, Inc.
Kathleen A. Graham	HQS, Inc.
Maya Gruber
Margaret Bertelsen Hampton, CFA
Sheila Hanley	Templenaboe Emerging Markets
Leah Lakarosky	Duff & Phelps
Daniela Mardarovici, CFA
Cynthia Ann McLaughlin
Krista B. McLeod, CFA	Brookfield Investment Management Inc.
Toireasa H. Moran	Instutional Capital
Theresa D. Mozzocci, CFA	Pluscios Management
Jeanne Murphy
Maura J. Murrihy, CFA
Amy Pinkos	Nuveen Investments
Julie Pully	The Northern Trust Company
Mei Lun Quach	Northwestern University (Investment Office)
Rashmi Singh
Laurin Starck	Goldman Sachs
Kristen Steffens	Northern Trust
Kymberly L. Sterling	Sonnenschein Nath & Rosenthal
Lisa A. Sterling, CFA
Amanda Stilmock	JPMorgan Asset Management
Ye Zhao

 

Communications
Gregory G. Gocek, CFA (Chair)
Daniela Mardarovici, CFA (VP Operations - Treasurer)
Ted Andrews, CFA
Kimberly Appapillai, CFA	Bmo Capital Markets
Bryan Armstrong	FTI Consulting
Eric C. Ause, CFA	Fitch Ratings
Brett J Bina, CFA
Elena K. Black	Westinghouse Electric Company
Barry Bolton, CFA	MSSB
James J. Boudreault, CFA	Cme Group
Michael Breakstone	Marco Consulting Group
Eileen Brown
Peter B. Cook, CFA	Performance Trust Investment Advisors
Jagadish Devarajan, CFA	Tradelink LLC
Donald D. Duncan, CFA
Steven P. Eschbach, CFA	Integrys Energy Group, Inc.
Michael Scott Falk, CFA	Michael S. Falk Asset Consulting
Thomas C. Fleury	Northern Trust
Adan Galvan, CFA	Ativo Capital Management
Michele Gambera, CFA	UBS Global Asset Management
William Gaul	Trust Company of Illinois
Scott D. Hagwell	Bank Of America Merrill Lynch
John Hanley	Northern Trust
Lee T. Hayes, CFA	Genesee Investments
Christopher Ramesh Lakumb, CFA	Rivernorth Capital Management
Yun-Gun Lee
Siddhartha Malhotra	The Pritzker Group
Peter T. Marchese, CFA	D3 Financial Counselors
Dennis W. Markey	Powershares Capital Management
Michelle K. Marsh, CFA	State Farm Insurance Companies
Cynthia Ann McLaughlin
Alan M. Meder, CFA	Duff & Phelps Investment Management Co.
Toireasa H. Moran	Instutional Capital
Alexei Morozov	Morningstar
Tchapo Napoe, CFA	Integrys Energy Group
Brian Nelson	Valuentum Securities Inc.
Todd Parvis
Shil Patel	The Northern Trust Company
Richard Joseph Tauber, CFA
Oliver Rawley Thomas	Lifecycle Returns, Inc.
Mark F. Toledo, CFA	Total Portfolio Management, LLC
Peter C. Wahlstrom, CFA	Morningstar
Zhen Wang
Kevin Glenn Waspi, CFA	University Of Illinois At Urbana-Champaign
Eric J. Welt, CFA	Calamos Investments
Li Chung Wu	Bank of Montreal
Hanjie Xiao	The Boeing Company
Peter M. Yi, CFA	Northern 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 Ang	Compass Lexecon/DePaul University
Douglas Bartels
Oanh Bienias	Capstone Valuation Services LLC
Elena K Black	Westinghouse Electric Company
Barry Bolton, CFA	MSSB
Daniel Burke	Lowry Hill
Christopher Burns	Bessemer Trust
Colin Butkus, CFA
Victor Chen	University of Chicago
Peter B. Cook, CFA	Performance Trust Investment Advisors
Daniel DeRose	Raven Traders LLC
Jagadish Devarajan, CFA	Tradelink Llc
William Gaul	Trust Company of Illinois
Robert Gordon	New Frontier Holdings
Adam M Fleck, CFA	Morningstar, Inc.
Lee T. Hayes, CFA	Genesee Investments
Joel Davidson Hirsh, CFA	Kovitz Investment Group
John Jackson	Asset Consulting Group
Harold Michael Janecek, III	Powershares Capital Management LLC
Rajasekhar Kesari	Ohio University
John Koludrovic	Mesirow Financial
Michael N. Lindh, CFA	Nuveen Hydepark Group, LLC
Michelle K. Marsh, CFA	State Farm Insurance Companies
Adam Mayer	Northern Trust
Cynthia Ann McLaughlin
David Moore	Northern Trust
Rudolph Michael Manpredo Murgo, CFA	Acciona Energy North America Corporation
Jeanne Murphy
Branimir Christopher Petranovic, II, CFA	UBS Global Asset Management
Stephen Proffer	Raven Traders
Roberto Alexander Rivera	Beam Global Spirits & Wine
Adam Smith	Harris myCFO Investment Advisory Services, LLC
Nicholas Tan	Morningstar
Dimitar Tanchev
James Taneja	Citadel LLC
Samuel Dale Tegel, CFA	Sun Trading, LLC
Oliver Rawley Thomas	Lifecycle Returns, Inc.
Kevin Glenn Waspi, CFA	University Of Illinois At Urbana-Champaign
John Wightkin	Charles Schwab
Donald Yeomans	Merrill Lynch

 

Finance
Christopher W Peifer, CFA (Chair)
Daniela Mardarovici, CFA (VP Operations - Treasurer)
James J. Boudreault, CFA	CME Group
Michael Breakstone	Marco Consulting Group
Kevin Noell Broglio, CFA	Geneva Investment Management
Tej Buch
Kevin Carey	PNC Wealth Management Group
Richard Co	CME Group
Roland M. Czerniawski	Depaul University
James Kent Daley, CFA
Rajwardhan Dhawle	University of Illinois at Urbana Champaign
Bo Fu	DePaul University
Huseyin Avni Gulcu, CFA
Jason C. Hogan, C., CFA	Great American Insurance Co
Bradley Howe
Shih-Wei Huang	University of Illinois at Urbana-Champaign
Rajasekhar Kesari	Ohio University
Vito Laera	Columbine Capital
Joseph W. Lamberti, CFA	Merrill Lynch
Michael N. Lindh, CFA	Nuveen Hydepark Group, LLC
Roger E. Lumpp, III, CFA	Ernst & Young LLP
Siddhartha Malhotra	The Pritzker Group
Mario Arthur Manfredi, Jr., CFA	Aston Asset Management
Jonathan Christopher McCumber, CFA
Alexei Morozov	Morningstar
Muzzamil Mussani	Razor Hedge, LLC
Tchapo Napoe, CFA	Integrys Energy Group
Donald Powell	Northern Trust
Stephen Proffer	Raven Traders
Mei Lun Quach	Northwestern University (Investment Office)
Roberto Alexander Rivera	Beam Global Spirits & Wine
Peter James Rogers, CFA
Andres Romero	Institute For Latino Progress
Zachary T Rosenstock, CFA	Wintrust Capital Management
Robert Rudolph	Northern Trust
Mark L. Sansoterra, CFA	Harris Bank, N.A.
Michael Schaeffer	Grant Thornton LLP
Kyle Shinnick	Depaul University - MBA
David Sokolovsky
Bradley Summers	Merrill Lynch
Nicolas Valaperta, CFA	Bank Of America Merrill Lynch
Peter C. Wahlstrom, CFA	Morningstar
Derrell Walls	Keller Graduate School of Management
Randall J. Wostratzky	The Sprectrem Group
Li Chung Wu	Bank of Montreal
Peter Yi	Northern Trust Global Investments
Alan C. Zhang, CFA	Deloitte & 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 Abercrombie	HTG Capital Partners
Ted Andrews, CFA
Randall Barich	The Northern Trust Company
Barry Bolton, CFA	MSSB
Colin Butkus, CFA
Xiran Chen	DePaul University
Peter B. Cook, CFA	Performance Trust Investment Advisors
Christina Cryer	Pyramis Global Advisors
Daniel DeRose	Raven Traders LLC
Rajwardhan Dhawle	University of Illinois at Urbana Champaign
Steven P. Eschbach, CFA	Integrys Energy Group, Inc.
Robert Finley	US Trust
James Allyn Franke, CFA	Robert W. Baird
Bo Fu	DePaul University
Scott D. Hagwell	Bank Of America Merrill Lynch
John Hanley	Northern Trust
Marcus Hamacher
Jui Ya Huang	Depaul University - Masters
John Ide	JPMorgan Asset Management
John Jackson	Asset Consulting Group
Joseph Jorgensen	Northern Trust Global Investments
Bradley Richard Leak, CFA	Boeing Company
John Lisy	UBS
Joanna B. McGinley, CFA	Morningstar
John Laurel Nelson, CFA
Sandeep Parakh	KPMG LLP
Todd Parvis
Peter Patrino	Fitch Ratings
Joseph Podbielski	The Northern Trust Company
Stefan Quenneville
Alexander N. Rabinovich, CFA	Morningstar, Inc.
Robert Rudolph	Northern Trust
Gordon C. Scott, CFA	Rail-Splitter Capital Management
Jason Sensat
James P. Stirling, CFA	UBS
Peter Wahlstrom	Morningstar
David E. Watkins, CFA	Heitman
Eric J. Welt, CFA	Calamos Investments
Alan C. Zhang, CFA	Deloitte & Touche, LLP
Qifeng Zhang	UIC - Liautaud School of Business
Yijing Zhou
John Zielinski	Capital 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, CFA	Morningstar, Inc.
Sean M. Casey, CFA	Gore Creek Asset Management
Steven P. Eschbach, CFA	Integrys Energy Group, Inc.
Brian Fischer
Joshua Jastrebski	Ritchie Capital
Matthew J. Kaney	Loyola University
Lele Liang	University of Illinois at Urbana Champaign
Jonathan Christopher McCumber, CFA
David Moore	Northern Trust
Stephen Moy, CFA
Muzzamil Mussani	Razor Hedge, LLC
Brian Nelson	Valuentum Securities Inc.
Peter Patrino	Fitch Ratings
Steven J. Schouten	Deloitte
Zhen Wang
Kevin Glenn Waspi, CFA	University Of Illinois At Urbana-Champaign
Daniel Welker	JPMorgan Asset Management
Linda Wieczorek	LMW Consulting

 

Social Events
Abhay Shah (Chair)	Standard & Poor's
Jeffrey W. Kernagis, CFA (VP, Special Events)	PowerShares Capital Management LLC
Marc Andersen	University of Chicago Booth School of Business
Kimberly Appapillai, CFA	BMOCapital Markets
Steven P. Eschbach, CFA	Integrys Energy Group, Inc.
Thomas C. Fleury	Northern Trust
Adan Galvan, CFA	Ativo Capital Management
Scott D. Hagwell	Bank Of America Merrill Lynch
Sheila Hanley	Templenaboe Emerging Markets
Shelton Heaver	BMO Harris Private Bank
Douglas M. Jackman, CFA	Thomas White International Ltd.
Joseph Jorgensen	Northern Trust Global Investments
John Koludrovic	Mesirow Financial
Christopher Ramesh Lakumb, CFA	Rivernorth Capital Management
Yun-Gun Lee
Mario Arthur Manfredi, Jr., CFA	Aston Asset Management
Dennis W. Markey	Powershares Capital Management
Scott Meyerson
Marc Neri	Finra
Peter James Rogers, CFA
Andres Romero	IDPL
Zachary T Rosenstock, CFA	Wintrust Capital Management
Peter Thomas Schmit, CFA
John Wightkin	Charles Schwab
Hanjie Xiao	The Boeing Company
Dachi Xu	Illinois Institute of Technology
Peter Yi	Northern Trust Global Investments

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