CFA Society Chicago Blog

Joan Rockey, CFA, and Frank Reilly, CFA, recipient of the Hortense Friedman, CFA, Award for Excellence, at the 23rd Annual Dinner.CFA Society Chicago recently learned of the sad news of the passing of Frank Reilly, CFA, member and former Director of CFA Society...

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...