CFA Society Chicago Blog

As CFA Society Chicago continues to drive professional excellence, foster community connections, and advocate for the highest professional standards, we are proud to introduce the dedicated leaders who will steer us forward. We congratulate and welcome our new...

In conjunction with our Centennial celebration, the State of Illinois Senate recently recognized 100 years of CFA Society Chicago with a Senate resolution. The resolution, offered by Senator Robert Peters, acknowledges the society for leading the Chicago investment...

CFA Society Chicago today issued the following statement on the Bonner and Hurley v. CFA Society Chicago and Christopher Vincent complaint, recently filed in the United States District Court for the Northern District of Illinois, Eastern Division: "CFA...

It is with great sadness that we share the news of the passing of Larry Lonis, CFA. Not only was Larry a longtime member of CFA Society Chicago, but he was also an active volunteer who spent years working with university students on our local level of CFA Institute’s...

A team of students from Northern Illinois University (NIU) was named Global Champion of the 16th Annual CFA Institute Research Challenge. NIU team members Nolan O'Rear, Nicholas Stone, and Paula Veyhle worked with Gina Nicolosi, Ph.D., NIU faculty advisor, and Ian...

It is with a heavy heart that CFA Society Chicago shares the sad news of the passing of Michael S. Falk, CFA, CRC. A longtime member of CFA Society Chicago, Michael continuously was involved with Chicago’s investment industry frequently speaking and presenting at...

CFA Society Chicago recently learned of the sad news of the passing of Frank Reilly, CFA, member and former Director of CFA Society Chicago. In 2009, Frank was the recipient of CFA Society Chicago's Hortense Friedman, CFA, Award for Excellence, an award given to a...

Lorraine “Lori" L. Holland first discovered DePaul University when she was an administrative assistant at Harris Bank. She had grown restless in her job, and with the help of a tuition assistance program, she started to take evening classes in finance at DePaul....

CFA Society Chicago's Board of Directors is pleased to announce it has appointed Christopher T. Vincent, CFA, as the new chief executive officer of CFA Society Chicago effective May 4, 2020. Mr. Vincent is a former partner and head of William Blair’s Fixed Income...

CFA Society Chicago recently received the sad news of the passing of Priscilla Alkire Perry at the age of 84. A well-known member of the Chicago-area investment community, Priscilla was awarded CFA Society Chicago’s Hortense Friedman, CFA, Award for Excellence at the...

Congratulations to Dhvani Shah, CFA, IMRF Chief Investment Officer and member of CFA Society Chicago Board of Directors, for being named to CIO Magazine’s 2019 Power 100. Read more via IMRF

Congratulations to Stephanie Braming, CFA, partner and global head at William Blair Investment Management for being named to Women of Influence by the Chicago Business Journal and Bizwomen! Read More via The Business Journals

Congratulations to CFA Society Chicago members and CFA charterholders Stephanie Braming, Patricia Halper, Joan Rockey, Vivian Lin Thurston, and Marie Winters on being named to this year’s Crain’s Notable Women in Finance! (Read more via Crain’s)

Morningstar named Kunal Kapoor as its next CEO, elevating an executive who has made his career at the Chicago investment research company since emigrating from India to attend college in Illinois. As Kapoor, 41, becomes CEO, Morningstar founder Joe Mansueto, 60, will...