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CFA Society Chicago held its Annual Business Meeting on June 20th at Convene. The meeting was open to all CFA Society Chicago members.

After a welcoming from the Society’s CEO, Shannon Curley, CFA, the Society’s Chair, Tom Digenan, CFA, gave an overview of the successes over the past year. The Society is the sixth largest society in the world under CFA Institute and recently hit over 5,000 members.

Over the last year, the Society hosted over 130 events including the Annual Dinner featuring keynote speaker Richard Thaler with over 1,000 registered attendees. This event also welcomed our newest charterholders to the Society. The Distinguished Speaker Series Advisory Group continued to bring in leading speakers, the Professional Development Advisory Group expanded on its career development programming, the Education Advisory Group hosted a great series of panel events and recorded its first podcast, our CFA Women’s Network

Kristan Rowland, CFA, the secretary treasurer of CFA Society Chicago, shared the financial position of the Society over the prior fiscal year before Dan Kastholm, CFA, vice chair of the Society, provided remarks on the future direction of the Society. The event concluded with questions from members along with a post-event networking hour.

CFA Society Chicago would like to thank all of its board members, advisory group co-chairs and volunteers as the Society would not be where it is today without the time and effort these individuals dedicate to the Society.

CFA Society Chicago Executive Committee 2019 – 2020
(Starting September 1, 2019)

Chair: Dan Kastholm, CFA
Vice Chair: Kristan Rowland, CFA
Secretary/Treasurer: Garrett Glawe, CFA 
Immediate Past Chair: Thomas Digenan, CFA
CEO: Shannon Curley, CFA

CFA Society Chicago Directors 2019 – 2020
(Starting September 1, 2019)

New three-year terms ending  August 31
Class C Michael Miranda, CFA (2022)
Class C Alan Papier, CFA (2022)
Class C Sunitha Thomas, CFA (2022)

New one-year term ending August 31:
Class E William Fitzpatrick, CFA (2020)
Class E Linda Ruegsegger, CFA (2020)
Class E Mark Toledo, CFA (2020)
Class E James Schroeder (2020)

Directors continuing in their respective terms ending August 31:
Class A: Jenifer Aronson, CFA (2020)
Class A: Cosmin Lucaci, CFA (2020)
Class A: Tanya Williams, CFA (2020)

Class B: Michael Holt, CFA (2021)
Class B: Dhvani Shah, CFA (2021)
Class B: David Smith, CFA (2021)

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