Christopher T. Vincent, CFA
President and CEO - CFA Society Chicago
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Chris Vincent, CFA, joined CFA Society Chicago as chief executive officer in May of 2020. The majority of his investment career was spent as a fixed income portfolio manager in Chicago with two firms, William Blair and Zurich Scudder. He was head of fixed income and a partner at William Blair Investment Management (2002-2019) where he managed bond mutual funds and separate accounts. At Zurich Scudder (the successor firm to Kemper Financial), Vincent was a managing director and senior portfolio manager for institutional clients (1988-2002). His roots in the money management industry are as a corporate plan sponsor with Nestle Purina in St. Louis (1983-1988).
Vincent has been a volunteer for CFA Society Chicago and CFA Institute since 2006. He previously served as chair of the Board of Directors for CFA Society Chicago (2014-2015) and has also volunteered for various CFA Institute groups and committees, notably as a member of the Annual Conference Advisory Committee (2012-2018).
Vincent earned his CFA charter in 1990, received his undergraduate degree in finance from the University of Missouri and holds an M.B.A. from Saint Louis University.
CFA WOMEN’s NETWORK
Doug McGraw, CFA
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Doug McGraw, CFA is currently a Portfolio Manager within Morningstar Investment Management’s Multi-Asset team, where he additionally serves as the Americas Equity Asset Class lead.
McGraw began his investment career analyzing investments and advising Trust Department clients at the First National Bank of Southwestern Ohio. He sat for the first two CFA exams during this time and suspected that his longer-term career path involved stock analysis and/or equity portfolio management.
However, McGraw answered a call for service and travel, joining the US Peace Corps as a Volunteer in Ukraine. After two-plus years as a Volunteer, he recruited for the Peace Corps in the Mid-Atlantic region.
Following grad school, McGraw returned to the Investments world, joining Morgan Stanley Investment Management (MSIM) in New York, analyzing US Financial Services stocks. MSIM offered McGraw an opportunity to transfer to its London-based Global Value Equity team, where Doug worked as an analyst and Portfolio Manager. McGraw’s next move was to Invesco Perpetual in Henley-on-Thames, where he managed a Global Equity Income strategy, while retaining fundamental analysis responsibilities.
In 2013, McGraw joined Manulife Asset Management to manage a Global Core Equity strategy, and later a Global Equity Income strategy. Throughout his career as a Global Equity Portfolio Manager, McGraw has served clients worldwide, in Institutional, Intermediary, and Retail channels.
Before joining Morningstar Investment Management, McGraw served as a management and investment consultant in the Asset Management industry.
McGraw earned a BS in Business from Miami University and an MBA from the University of Notre Dame. He has been a CFA charter holder since 2003. He earned the Fundamentals of Sustainable Accounting (FSA) Credential from SASB in 2020.
Jeff Tryka, CFA
Lambert & Co.
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Bio Available Soon
EDUCATION ADVISORY GROUP
Ben Johnson, CFA
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Ben Johnson, CFA, is director of global ETF and passive strategies research. Before assuming his current role, he was director of ETF research for Europe and Asia. He also previously served as a senior equity analyst, covering the agriculture and chemicals industries. Before joining Morningstar in 2006, he worked as a financial advisor for Morgan Stanley.
Johnson holds a bachelor’s degree in economics from the University of Wisconsin. He also holds the Chartered Financial Analyst® designation. In 2015, Fund Directions and Fund Action named Johnson among the 2015 Rising Stars of Mutual Funds.
Lotta Moberg, Ph.D., CFA
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Lotta Moberg, Ph.D., CFA, is an analyst on William Blair’s Dynamic Allocation Strategies (DAS) team, responsible for global macro research. Moberg previously worked for the Swedish foreign ministry in Russia and the Swedish Defense Forces in Kosovo, and has been a consultant for the World Bank. She is the author of the book “The Political Economy of Special Economic Zones: Concentrating Economic Development.” Moberg has also published articles in several economics journals, including The Journal of Institutional Economics and The Review of Austrian Economics, and has taught classes in economics at George Mason University. Lotta’s research includes special economic zones, tax policy, and municipal bankruptcy. She is a member of the CFA Institute and the CFA Society Chicago and serves on the Board of Trustees for the CFA Institute Research Foundation. She received a B.A. in economics from Lund University in Sweden and a Ph.D. in economics from George Mason University.
DISTINGUISHED SPEAKER SERIES
Arthur Olunwa, CFA
PNC Institutional Asset Management
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Arthur Olunwa, CFA is an executive in the institutional investment management industry with extensive experience as an asset allocation and portfolio manager. He is currently an Outsourced Chief Investment Office – Investment Market Director at PNC Institutional Asset Management. He manages all aspects the investment for some of the firm’s largest OCIO, Corporate, Endowment and Foundation clients.
Prior to PNC, he was head of credit and senior portfolio manager within Exelon Corporation’s $42 billion Investment Office in Chicago. He oversaw all aspects of the investment office’s $17 billion credit investment program including the management and implementation of the platform’s LDI program. He was also responsible for the asset allocation, strategy and manager selection for the Exelon Foundation.
Prior to joining Exelon, Arthur worked at J.P. Morgan Asset Management for more than a decade in a variety of roles in London and New York, the last of which was portfolio manager within the Global Fixed Income, Currency and Commodities team based in New York. Before joining J.P. Morgan, he was a multi-asset portfolio manager and management accountant at Jupiter Asset Management in London, England.
Arthur holds a B.Sc (Honors) in Business Economics from the University of East London, England. He is a qualified accountant and fellow at the Association of Chartered Certified Accountants (FCCA). He is a CFA charterholder and a member of the CFA societies of New York and Chicago. He also sits on a number of committees at the CFA society – Chicago.
Outside of the work, he is a mentor and partner at Youth Guidance, Becoming A Man (BAM) – where he mentors inner city young men of colour in Chicago and the Economic awareness council – where he helps mentor and teach high school students about finance and investments. He also partners with a number of African based/focused charities that provide healthcare to underprivileged families on the continent.
Nick Vassilos, CFA
Charles Schwab Asset Management Solutions (SAMS)
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Nick Vassilos, CFA, is a vice president and head of risk and performance analytics for Charles Schwab Asset Management Solutions (SAMS). He is responsible for SAMS’s investment and operational risk management function through measuring and monitoring portfolio risks and maintaining best in class operational risk processes and standards. He is also responsible for the team providing performance, attribution, and competitive analysis. Vassilos has over 15 years of experience in risk management. Prior to joining Charles Schwab in 2018, he was the global portfolio acquisition and analytics leader at Morningstar. In this role he drove portfolio data improvements and generated new multi-asset analytics. Prior to that he managed his own equity options focused fund, Wave Options. Preceding this experience, he worked at Citigroup in London, where he started the company’s European Delta One trading desk. Vassilos earned a Bachelor of Science in finance from the University of Virginia’s McIntire School of Commerce. He is a CFA® charterholder and is co-chair of CFA Society Chicago’s Distinguished Speaker Series Advisory Group. Charles Schwab Asset Management Solutions (SAMS) is the asset management arm of the Charles Schwab corporation, and has nearly $600 billion under management in ETFs, mutual funds, separately managed accounts, and collective trusts. Products managed include a wide variety of active and indexed equity, fixed income, multi-asset, asset allocation strategies, and money market funds.
Melissa Binder, CFA
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Melissa Binder, CFA, is vice president on the distribution at PPM America Inc. (PPM). She is responsible for selling to and servicing institutional clients and consultants. Prior to joining PPM in 2017 Melissa was a portfolio manager at Segal Marco Advisors for 12 years, where she managed the equity sleeve of the firm’s outsourced CIO platform and was responsible for conducting due diligence and recommending investment managers to institutional clients. Melissa earned her MBA for the University of Chicago Booth School of Business and BS in Finance from the University of Illinois at Chicago. Melissa is also a CFA charterholder.
Leon Zeng, CFA, PhD
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Leon Zeng is currently Director of Behavioral Insights at Morningstar. In his role, he leads the behavioral marketing and analytics team to better connect prospective clients with Morningstar’s investment products/services, best serve their needs, and ultimately empower investor success. Leon graduated from Tsinghua University with a bachelor’s degree in Industrial Engineering focusing on mathematical optimization. Then he received his master’s and PhD in Industrial Engineering from Purdue University with a focus on Human Factors and Management Science. He also finished an Executive Education program at Yale School of Management.
Leon has twenty academic publications and has coauthored a chapter in the APA Handbook of Consumer Psychology (2021 ed.). He started to volunteer for the CFA Society Chicago since 2017. In his spare time, he enjoys cooking, dining, networking and is a big fan of Bernese Mountain Dogs
Jeff Feeney, CFA
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Jeff Feeney, CFA, is a director and Head of Performance Reporting Operations at UBS and oversees three reporting teams within UBS’s Global Wealth Management. This team provides support to client advisors and performs data analysis for investment portfolios to produce accurate performance reports for over 3.2 million accounts globally.
Prior to joining UBS Financial Services, Jeff worked for Northern Trust in Chicago. At Northern Trust, Jeff had a series of roles as a Product Manager in the Global Family Office segment, a Division Manager and Head of the Correspondent Trust Services client segment and was the North America Head of the Investment Risk and Analytics Services Group. Jeff began his career in the futures industry at Citigroup Futures and held several progressive roles within the firm. Jeff received a Bachelor of Science Degree in Finance from Illinois State University. He is a CFA charterholder and a member of CFA Society Chicago’s Professional Development Advisory Group.
Carla Norfleet Taylor, CFA
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Carla Norfleet Taylor, CFA, is a senior director on Credit Policy’s Fitch Wire specialized global research team. Her responsibilities include partnering with US Corporate and LATAM Corporate ratings analysts to produce timely, opinionated and credit-focused research commentary on thematic topical issues of interest to investors. In addition to collaborating with ratings analysts, Norfleet Taylor also works closely with Group Credit Officers to produce research on key credit risks identified by Credit Policy.
Prior to joining Fitch Wire in May 2018, she spent 14 years on Fitch Ratings’ US Corporate Finance team. Her sector specialty was Food, Beverage, Tobacco, Consumer and Retail. Direct responsibility included corporate credit analysis for high-yield and investment grade companies in the restaurant, grocery retails, and commodity packaged food industries. She managed a portfolio of over 20 publicly rated issuers and over a dozen private issuers and credit opinions.
In addition to publishing issuer-specific research and topical commentaries, Norfleet Taylor lead and contributed to cross-sectional and global research publications, with past topics including activist investors, the affordable care act, and global protein. She supports Fitch’s recruiting efforts and regularly interviews candidates for employment. She has actively mentored junior analysts during her tenure at Fitch.
Prior to joining Fitch, Norfleet Taylor was vice president of Equity Research for The Kenwood Group. At Kenwood she recommended and monitored a diversified portfolio of mid-cap value consumer, financial, and healthcare stocks.
Norfleet Taylor began her investment career at the Northern Trust Corporation. While at Northern, Carla was a Second Vice President working for several years as an international equity analyst with an emphasis on large-cap growth consumer, media and telecommunications companies in Latin America. She was also a Product Manager for enhanced cash and structured investment products.
Norfleet Taylor earned a B.A. in professional options with an emphasis in economics from The University of Chicago. She also completed an M.B.A. in finance and organizational behavior from The University of Chicago’s Booth School of Business, holds the Chartered Financial Analyst designation and is an active member of CFA Society Chicago.
Benjamin Becker, CFA
WisdomTree Asset Management
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Benjamin Becker, CFA, is a Director at WisdomTree Asset Management. Based in Chicago, he covers RIAs, Bank Trusts, Family Offices, and Institutions throughout the Midwest. Previously he worked with WisdomTree Asset Management Canada, helping build their Canadian presence while based out of Toronto. Before joining WisdomTree in 2015 he worked in wealth management with HSBC, E*TRADE, and Merrill Lynch.
Ben earned his BA in Business Administration from Arcadia University in 2009 and has been a CFA charterholder since 2015.
Jenny McNicholas, CFA
Bank of America Private Bank
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Jenny McNicholas, CFA, is a Director, Portfolio Manager with BMO Private Bank in Chicago, Illinois. McNicholas provides tailored advice and guidance to high-net-worth individuals, families and organizations, including endowments and foundations, as part of an overall personal wealth management strategy. She combines technical knowledge and insight with an ingrained ability to connect with people and their priorities, supporting clients in their efforts to advance their goals through customized investment management.
McNicholas has served as Co-Chair of the Social Advisory Group of the CFA Society Chicago since 2019 and has been a member of the CFA Society Chicago for the past three years. McNicholas earned her B.S. in International Business Magna Cum Laude from the D’Amore-McKim School of Business at Northeastern University and has been a CFA charterholder since 2019. She has studied or worked in four countries outside of the US, which include Ireland, England, Italy, and France.