Current Volunteers

Volunteers

Want to participate as an Advisory Group volunteer? Click here. (Note: Members-only).

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.
Charles Bossart 
Ryan C. Dimas, CFAWilliam Blair & Co.
Darian Myron Dykyj 
Walid M. Fikri, CFAWilliam Blair & Company
Kathleen A. GrahamHQS, Inc.
Maryellen Hale, CFAQRM
Sagar A. HebbarAon Hewitt
Timothy HoltInvestment Mgmt Consulting Group
Whan Lee 
Stephen Moy, CFA 
John PascenteBlaylock Robert Van, LLC
Kristan Michelle Rowland, CFA 
Wei SuDePaul University
Joseph TaiberTaiber Kosmala & Associates, LLC
Frank ValleHewitt EnnisKnupp
Yuanxi Xia 

 

Candidate Services

Joseph H. Grandis, CFA (Co-Chair) 
Patrick Jeffrey Hager, CFA (Co-Chair) 
Brett J Bina, CFA 
Tej Buch, CFANorthern Trust Co
Daniel Patrick Burke, CFAAbbot Downing
Richard Co, CFAChicago Mercantile Exchange
Lisa Curran, CFA 
Anthony Aaron Fout, CFA 
Timur FurmanovSun Trading LLC
Matthew I. Gall 
Garrett Glawe 
Shelton Heaver, CFA111 W. Monroe Street
Radhika Jain 
Mark Kim, CFAAston Asset Management
John McLaughlinR.V. Kuhns & Associates, Inc.
Mike MihailescuUIC
Constantine MulliganRH Financial Group
Temilade OyeniyiS&P CIQ
Erkhembayar Perenlei 
Steven T. Romanchuk, CFA 
Geoffrey S. Shaver, CFADuff & Phelps Investment Management Co.
Lisa A. Sterling, CFA 
Yang TangDePaul University
Albert Tew 
Peter G. Vinzani, CFA 
David WaltersPFM Asset Management LLC
Mark C. Warren, CFA 
Mary Collins White, CFABlackrock
Donald H. Yeomans, IIIMerrill Lynch
Peter M. Yi, CFANorthern Trust Global Investments
Yijun Yuan, CFAMorningstar Inc
Richard ZellStand & Poor's Ratings Services

 

Career Management

Jane E. Belcher, CFA (Chair) 
Bradford S. Adams, CFA 
Elliot AllswangOpus Trading Fund LLC
Jenifer AronsonMosaic FI
James C. Baldwin, IIILaSalle St. Securities
Emil Barci 
Ruchi Bhadani 
Andrew BischofMorningstar
Lei CaiDePaul University
Kristine CharbonneauNorthwestern University
Brian CokerWespath Investment Management
Matthew CopelandUBS
James Kent Daley, CFA 
Matthew DmytryszynLaSalle Street Capital Management
Anne Therese Durkin, CFA 
Steven P. Eschbach, CFA 
Anthony Aaron Fout, CFA 
John GannonSafra Securities
Yifan GaoDePaul University
Alek Gasiel 
Maya Paloma Gruber 
Marcus R. Hamacher, CFA 
Lee T. Hayes, CFAGenesee Investments
Sagar A. HebbarAon Hewitt
Michael Hoban 
David HoltkampMerrill Lynch
David HoweyBP - Integrated Supply & Trading
John IdeJPMorgan Asset Management
Tim JacksonDeloitte & Touche LLP
Deborah KochNorthern Trust
Whan Lee 
Jarrod Robert Leisure 
Xia LiuDePaul University-MBA/MSF
Mike MihailescuUIC
Taham Shiraj Mahimwalla, CFAWellington Management Company
Andrew McCoyUniversity of Illinois (Chicago)
Ryan Patrick McGloin, CFACommercial Tenant Analysis, Inc.
Gail R. MeneleyShields Meneley Partners
David Moore, CFA 
Zachary MulcahyProtiviti
Maura MurrihyNorthern Trust
Nhat NguyenNorthern Trust
Erkhembayar Perenlei 
Nancy PrialEssex Investment Management
Ann RosenbaumWells Fargo Advisors
Stefan Quenneville, CFAStanton Asset Management
Jason C. Sensat, CFA 
Swaminathan ShanmugasundaramMorningstar
Preeti ShrivastavUniversity of Iowa - Tippie School of Management
Snehansu Singh 
Bradley Patrick Summers 
James R. TanejaCitadel Investment Group
Richard Joseph Tauber, CFA 
Steven Tittsworth 
Reed Van Gorden 
Marcus A. Velasco, CFA 
Corry WalshChase Investments
Zhaodong WangUniversity of Illinois (Chicago)
Daniel Welker, CFA 
Jacqueline WenCNA
Linda Wieczorek 
Dachi XuIllinois Institute of Technology
Man XuIllinois Institute of Technology
Qifeng ZhangUniversity of Illinois (Chicago)
John J. Zielinski, CFA 

 

CFA Women Advisory Group

Kerry Patricia Jordan, CFA (Chair) 
Jenifer AronsonMosaic FI
Julie Bessent 
Ruchi Bhadani 
Melissa Beth Binder, CFAThe Marco Consulting Group
Kristine CharbonneauNorthwestern University
Lisa Curran, CFA 
Wanzhen GaoLake Forest College
Kathleen A. GrahamHQS, Inc.
Samantha Grant, CFA 
Maya Paloma Gruber 
Maryellen Hale, CFAQRM
Margaret Bertelsen Hampton, CFA 
Sheila Hanley, CFAMonadnock Building
Carmen A. Heredia-Lopez, CFA 
Radhika Jain 
Leah Lakarosky 
Xiaoyi Lei 
Xia LiuDePaul University-MBA/MSF
Xiaomo LiuSchool of Management, University at Buffalo, State University of New York
Katherine Della MariaBMO Global Asset Management
Cynthia Ann McLaughlin 
Krista B. McLeod, CFABrookfield Investment Management Inc.
Jeanne B. Murphy, CFA 
Maura J. Murrihy, CFANorthern Trust Company
Marta NortonMorningstar
Mei Lun Quach 
Kristen Shannon Steffens, CFA 
Preeti ShrivastavUniversity of Iowa - Tippie School of Management
Lisa A. Sterling, CFA 
Amanda S. Stilmock, CFAJPMorgan Investment Management
Cambria Wallrich-Nunns 
Jacqueline WenCNA
Mary Collins White, CFABlackrock
Marie C. Winters, CFANorthern Trust Global Investments
Chao YangDePaul University
Elizabeth Young 

 

Communications

Gregory G. Gocek, CFA (Chair) 
Kimberly Appapillai, CFABMO Capital Markets
Brett J Bina, CFA 
Charles Bossart 
Thomas Joseph Brennan, CFAWilliam Blair & Co.
Donald D. Duncan, CFA 
Michael Scott Falk, CFA 
Adan Galvan, CFAAtivo Capital Management
Michele Gambera, CFAUBS Global Asset Management
William L. Gaul, CFA 
Kathleen A. GrahamHQS, Inc.
Joseph H. Grandis, CFA 
Patrick Jeffrey Hager, CFA 
Scott D. Hagwell, CFA 
Lee T. Hayes, CFAGenesee Investments
Kerry Patricia Jordan, CFA 
Christopher Ramesh Lakumb, CFA 
Peter T. Marchese, CFAMarco Consulting Group
Cynthia Ann McLaughlin 
Alan M. Meder, CFADuff & Phelps Investment Management Co.
Alexei V. Morozov, CFAMorningstar Inc.
Todd Parvis 
Zachary T Rosenstock, CFASeagall Bryant & Hamill
Essan Soobratty, CFA 
Richard Joseph Tauber, CFA 
Oliver Rawley Thomas 
Peter G. Vinzani, CFA 
Peter C. Wahlstrom, CFAMorningstar
Kevin Glenn Waspi, CFAUniversity Of Illinois At Urbana-Champaign
Peter M. Yi, CFANorthern Trust Global Investments
Richard ZellStand & Poor's Ratings Services

 

Education

Branimir Christopher Petranovic, II, CFA (Co-Chair)UBS Global Asset Management
Janet Marie Wilson (Co-Chair) 
Dustin Adams 
Keith John Akre, CFANorthern Trust Co
Clifford Stewart Dy Ang, CFACompass Lexecon
Mustafa Mirza Baig, CFA 
James BaldwinLaSalle St Securities, LLC
Nathaniel BartchKPMG
Oanh T. Bienias, CFACapstone Advisory Group
Andrew BischofMorningstar
Elena K Black, CFAOpportunity International
Christopher David Breckon, CFAChris Breckon C/O MSSB
Heather Elizabeth Brilliant, CFAMorningstar, Inc.
Christopher BroccoloVerus Partners, LLC
James W. Butler, Jr., CFAMcdonnell Investment Management, LLC
Michael CarberyFirst Community Financial Partners, Inc.
Howard S. Cohen, CFA 
Lawrence CookUBS Global Asset Management
Peter B. Cook, CFAPerformance Trust Investment Advisors
Nick N. DetchevGrant Thornton
Michael Scott Falk, CFA 
Adam M Fleck, CFAMorningstar, Inc.
Alek Gasiel 
William L. Gaul, CFA 
Gregory G. Gocek, CFA 
Lee T. Hayes, CFAGenesee Investments
Thomas HillmanCredit Suisse
Joel Davidson Hirsh, CFAKovitz Investment Group
D. Hostetter, CFAWilliam Blair & Company
John P. Jackson, CFAAsset Consulting Group, Inc.
Harold Michael Janecek, IIIPowershares Capital Management LLC
Galina Kalcheva 
Rajasekhar KesariOhio University
Taylor John Kistner, CFAHarris Associates
Michael N. Lindh, CFANuveen Hydepark Group, LLC
Adam Seth Mayer, CFANorthern Trust
Cynthia Ann McLaughlin 
John McLaughlinR.V. Kuhns & Associates, Inc.
John Paul Mirante, CFANorthern Trust Global Investments
Rudolph Michael Manpredo Murgo, CFA 
Jeanne B. Murphy, CFA 
John Laurel Nelson, CFA 
Paul NolteDearborn Partners
Alan PapierNuveen Investments
Todd Parvis 
Erkhembayar Perenlei 
Nancy PrialEssex Investment Management
Alexander N. Rabinovich, CFAMorningstar, Inc.
Steven T. Romanchuk, CFA 
Steven SantiagoNavigant Capital Advisors
William SineniTCS Group LLC
David SmithMarquette Associates
Jeffrey W. Smith, CFAEastspring Investments Inc.
Tarek SultaniSkadden, Arps
James R. TanejaCitadel Investment Group
Supayos TanglertsampanChicago Booth
Oliver Rawley Thomas 
Althea Keegan Trevor, CFA 
Zhaodong WangUniversity of Illinois (Chicago)
Kevin Glenn Waspi, CFAUniversity Of Illinois At Urbana-Champaign
James J. Weicher 
John Wightkin, CFACharles Schwab
Marie C. Winters, CFANorthern Trust Global Investments
Man XuCTA/IIT
Donald H. Yeomans, IIIMerrill Lynch
Miranda YuGuggenheim Partners

 

Finance

James J. Boudreault, CFA (Co-Chair)CME Group
Alan C. Zhang, CFA (Co-Chair)Deloitte & Touche, LLP
Bradford S. Adams, CFA 
Dustin Adams 
James BaldwinLaSalle St Securities, LLC
Michael BreakstoneMarco Consulting Group
Tej Buch, CFANorthern Trust Co
Bart Burkhart 
Christopher CaparelliMarquette Associates, Inc.
William Collins-DeanUniversity of Chicago Booth School of Business
Alexander Condrell 
Matthew CopelandUBS
James Kent Daley, CFA 
Matthew DmytryszynLaSalle Street Capital Management
Donald DuncanD3 Financial Counselors
Kevin FetzerWilliam Blair & Company
Matthew I. Gall 
Alek Gasiel 
Gregor Gruenthaler 
Huseyin Avni Gulcu, CFA 
Ronald Heath 
Michael Holt, CFA 
David HoltkampMerrill Lynch
Tim JacksonDeloitte & Touche LLP
Rajasekhar KesariOhio University
Dustin KimNorthern Trust
Taylor John Kistner, CFAHarris Associates
John R. Koludrovic, CFAMesirow Financial
Xiaoyi Lei 
Michael N. Lindh, CFANuveen Hydepark Group, LLC
Xiaomo LiuSchool of Management, University at Buffalo, State University of New York
Adam MagyarNorthern Trust
Taham Shiraj Mahimwalla, CFAWellington Management Company
Siddhartha Malhotra, CFAThe Pritzker Group
Mario Arthur Manfredi, Jr., CFAAston Asset Management
Jonathan Christopher McCumber, CFA 
Brian McDonaldBank of America
Bradley R Meyers, CFAKPMG LLP
Alexei V. Morozov, CFAMorningstar Inc.
Tchapo Napoe, CFAIntegrys Energy Group
Paul NolteDearborn Partners
Temilade OyeniyiS&P CIQ
Christopher W Peifer, CFA 
Erkhembayar Perenlei 
Nicholas PottebaumCNA
Mei Lun Quach 
Christian ReelJackson National Asset Management
Zachary T Rosenstock, CFASeagall Bryant & Hamill
Robert M. Rudolph, CFANorthern Trust Company
Mark L. Sansoterra, CFAHarris Bank, N.A.
Steven SantiagoNavigant Capital Advisors
Swaminathan ShanmugasundaramMorningstar
Theodore SimmonsFrederic W. Cook & Co.
Snehansu Singh 
Ryan SteeleNuveen Investments
Bradley Patrick Summers 
Joseph TaiberTaiber Kosmala & Associates, LLC
Supayos TanglertsampanChicago Booth
David TownsendBank of America
Reed Van Gorden 
James VenerusoCallan Assoc
Chris Vincent, CFA 
Joshua S Walker, CFA 
Zhaodong WangUniversity of Illinois (Chicago)
Jamil WardakResolute Management
Mario WickramaratnePepsiCo
Man XuIllinois Institute of Technology
Chao YangDePaul University
Peter M. Yi, CFANorthern Trust Global Investments

 

Luncheon Programs

John Laurel Nelson, CFA (Chair) 
Ted Andrews, CFA 
Patrick C. Bourbon D'Ingrande, CFA 
Lei CaiDePaul University
Howard S. Cohen, CFA 
Peter B. Cook, CFAPerformance Trust Investment Advisors
Steven P. Eschbach, CFA 
Robert P. Finley, CFABank Of Ameirca
James Allyn Franke, CFA 
Yifan GaoDePaul University
Alek Gasiel 
Gregor Gruenthaler 
D. Hostetter, CFAWilliam Blair & Company
Jason Jon Hoyer, CFA 
John P. Jackson, CFAAsset Consulting Group, Inc.
Joseph H. Jorgensen, CFANorthern Trust Corporation
John W. Lisy, CFA 
Cosmin Lucaci-OpreaBrownson, Rehmus & Foxworth
Roger E. Lumpp, III, CFA 
Joanna B. McGinley, CFAMorningstar
John Paul Mirante, CFANorthern Trust Global Investments
Marta NortonMorningstar
Alan PapierNuveen Investments
Todd Parvis 
Branimir Christopher Petranovic, II, CFAUBS Global Asset Management
Stefan Quenneville, CFAStanton Asset Management
Robert M. Rudolph, CFANorthern Trust Company
Gordon C. Scott, CFARail-Splitter Capital Management
Jason C. Sensat, CFA 
Mahmoud ShammaaFactSet Research Systems
Satyajit Siddharth Kumar, CFA 
Theodore SimmonsFrederic W. Cook & Co.
Essan Soobratty, CFA 
James P. Stirling, CFAUBS
Wei SuDePaul University
Frank ValleHewitt EnnisKnupp
Jeffrey Voels 
Peter C. Wahlstrom, CFAMorningstar
David E. Watkins, CFAHeitman
Eric J. Welt, CFACalamos Investments
Janet Marie Wilson 
Qifeng ZhangUniversity of Illinois (Chicago)
John J. Zielinski, CFA 

 

Outreach & Member Development

Lisa Curran, CFA (Chair) 
Keith John Akre, CFANorthern Trust Co
Sofia Anastopoulos 
Christopher BroccoloVerus Partners, LLC
Sean M. Casey, CFAGore Creek Asset Management
Donald DuncanD3 Financial Counselors
Steven P. Eschbach, CFA 
Alek Gasiel 
Sitaram C. GundapaneniUniversity of Chicago - MBA
Drew HenriquesMoody's Investor Service
Michael Hoban 
Mark Jackson 
Deborah KochNorthern Trust
Satyajit Siddharth Kumar, CFA 
Taham Shiraj Mahimwalla, CFAWellington Management Company
Andrew McCoyUniversity of Illinois (Chicago)
Jonathan Christopher McCumber, CFA 
Scott H Meyerson, CFA 
David Moore, CFA 
Stephen Moy, CFA 
Nicholas PottebaumCNA
Marvin PowellState Farm
Christian ReelJackson National Asset Management
Ann RosenbaumWells Fargo Advisors
David SmithMarquette Associates
Kathryn SpicaMorningstar
Yang TangDePaul University
James Van OstenMontana Analytics
John H. Wallick, II, CFA 
Zhaodong WangUniversity of Illinois (Chicago)
Kevin Glenn Waspi, CFAUniversity Of Illinois At Urbana-Champaign
Daniel Welker, CFA 
Linda Wieczorek 
Yijun Yuan, CFAMorningstar Inc

 

Social Events

Abhay Shah (Chair)S&P CapitalIQ
Marc Peter Andersen, CFARobert W. Baird & Co.
Kimberly Appapillai, CFABMO Capital Markets
Thomas Joseph Brennan, CFAWilliam Blair & CO.
Brian CokerWespath Investment Management
Lawrence CookUBS Global Asset Management
Christopher DeMaleMorningstar, Inc.
Steven P. Eschbach, CFA 
Kevin FetzerWilliam Blair & Company
Jonathan FritzGETCO
Adan Galvan, CFAAtivo Capital Management
John GannonSafra Securities
Alek Gasiel 
Wanzhen GaoLake Forest College
Scott D. Hagwell, CFA 
Rishabh HalakhandiThomas White International Ltd
Maryellen Hale, CFAQRM
Shelton Heaver, CFA111 W. Monroe Street
Drew HenriquesMoody's Investor Service
Joseph H. Jorgensen, CFANorthern Trust Corporation
Sami KamhawiGoldman Sachs
Christopher Ramesh Lakumb, CFA 
Taham Shiraj Mahimwalla, CFAWellington Management Company
Mario Arthur Manfredi, Jr., CFAAston Asset Management
Dennis William Markey 
Scott H Meyerson, CFA 
Maura MurrihyNorthern Trust
Nhat NguyenNorthern Trust
Sara PollockNuveen Investments
Marvin PowellState Farm
Zachary T Rosenstock, CFASeagall Bryant & Hamill
Tarek SultaniSkadden, Arps
Marcus A. Velasco, CFA 
Jeffrey Voels 
John H. Wallick, II, CFA 
Cambria Wallrich-Nunns 
Corry WalshChase Investments
William G. Waters 
James J. Weicher 
Dachi XuIllinois Institute of Technology
Peter M. Yi, CFANorthern Trust Global Investments
Elizabeth Young 
Miranda YuGuggenheim Partners