Advisory Group Co-Chairs

Rich Excell, CFA, is a senior portfolio manager for the Relative-Value Equity strategy at Wolverine Asset Management. Prior to WAM, he was the CIO and a partner at Satori Investment Partners. He spent the majority of his career with UBS O’Connor, where he was most recently managing director, senior portfolio manager and co-head of the Long/Short Equity Market Neutral Fund. Prior to this, as head of the European office, he was responsible for both the global macro and the equity long/short strategies. During his career, he has also built and managed foreign exchange, precious metals and equity cash and derivatives trading businesses in developed and emerging markets while with O’Connor, First Chicago, BZW (Barclays Capital) and Crédit Agricole Indosuez.

Excell holds a B.S. in finance with a minor in accounting and Japanese studies from the University of Illinois and an M.B.A. from the University of Chicago. He became a CFA® charterholder in 1999 while living in Singapore and recently passed Level III of the CMT examination.

Miranda Yu, CFA, FRM, manages and monitors $8 to $10 billion in assets consisting of fixed income securities, hedge funds, private equities, structured securities of leveraged equity portfolios at Franklin Monroe Administrative Services. Prior to this, she worked as portfolio analyst at Guggenheim Partners, LLC from 2004 to 2013. Miranda has extensive background in investment, finance, and accounting as she began her career at Chicago Title & Trust Company and Heller Financial, Inc.

Miranda is a CFA charter holder and has also earned FRM, MBA, and CPA designations. In addition, Miranda is a Board Member of Chicago Northwest Suburban Chinese School in Palatine. And, she is an active volunteer with CFA Society Chicago – Education Advisory Committee since 2013.

Mr. Mudra holds a Master of Business Administration degree with a concentration in Finance from Northern Illinois University and a Bachelor of Science in Business, cum laude, majoring in Energy Management, from Eastern Illinois University.

Andy Baker is a Partner and Portfolio Manager at RMB Capital, an investment advisor headquartered in Chicago, IL with over $6.5 billion in assets under management. Andy leads RMB’s third party manager selection and asset allocation business, is the Portfolio Manager of its internal multi-strategy hedge funds and sits on the firm’s Investment Committee. Prior to joining RMB in 2008, Andy spent six years at Northern Trust, first working with third party investment managers and later with Northern’s institutional investment clients. He graduated with a BA in Economics and Spanish from Washington University in St. Louis and received his MBA with concentrations in Finance, Accounting, Management and Strategy, and Marketing from the Kellogg School of Management at Northwestern University. Andy is also a CFA charterholder.

Jeremy Heer is the senior portfolio manager for the Strategy group. In this role he supports the managing director of strategy in the development and management of the overall investment strategy for the endowment as well as management of the global macro portion of the University’s hedge fund portfolio. He has also been the senior portfolio manager for the University’s investments in private equity limited partnerships during his time at the Investment Office.

Prior to joining the University in 2010, he was a partner at Singer Partners specializing in the design and implementation of global macro and asset allocation strategies. Previously, he was an asset allocation analyst at UBS Global Investment Management (2004-2009) and Morgan Stanley Investment Management (2003-2004). Heer also has worked in risk management and derivatives-related roles for Morgan Stanley and Cargill Investor Services.

Heer holds an MBA with concentrations in finance and statistics from the Stern School of Business at New York University and a BS in finance from the University of Illinois at Urbana-Champaign. He is a CFA charterholder, a grader of the exam, and a contributor to the curriculum.

As global head of distribution partnerships, Greenhouse is responsible for setting the strategy and managing the relationships with MSCI’s distribution partners across products.
Greenhouse joined MSCI in 2008 where she has held a number of senior roles, including most recently Head Factor Index Products for the America’s as well as Head of Midwest and West Coast Index Coverage teams.

Prior to joining MSCI, Greenhouse spent several years in the investment industry on the fixed income sales and trading desks at Deutsche Bank and Goldman Sacks, as well as trading and portfolio management at Citigroup Asset Management.

Greenhouse is an active member of the investment community. She is currently on the board of the Chicago chapter of Women in ETFs and serves on the co-head of the Women’s Network for CFA Society Chicago. She received her BA from Tulane University and MBA from the University of Chicago Booth School of Business. She is also a CFA charterholder.

Christine Tinker, CFA, is a portfolio manager on the Global Equity team within Northern Trust Asset Management. She is responsible for the implementation of several Engineered Equity strategies specializing in Tax Advantaged Equity strategies for high net worth and institutional investors. Prior to joining Northern’s Global Equity team in 2015, Tinker was a portfolio manager at U.S. Trust, Bank of America Private Wealth Management where she managed investment portfolios for high net worth individuals.

Tinker received a B.S. degree in finance from the University of Illinois at Urbana-Champaign. She is a CFA charterholder and a member of CFA Society Chicago and CFA Institute.

Gerald Norby, CFA, is part of the Data Governance team at William Blair & Co, where he works on data management policy and investment data validation. Additionally, he consults with the CFA Institute, reviewing CFA and CIPM curricula.

Prior to his career at William Blair, he spent four years at The Next Level Planning Group, a boutique high net worth financial planning and wealth management firm. As Investment & Portfolio Strategist, he designed client portfolios and led investment research for their $200MM of AUM.

Aaron S. Taylor, CFA has worked in financial services for more than 15 years as both a principal investor and a financial advisor. Prior to joining Chilmark in 2009, Mr. Taylor was a Senior Investment Analyst at Allen & Company where he helped to manage the firm’s small cap equity portfolio. Prior to Allen & Company he worked in Lehman Brothers’ Structured Finance group developing proprietary products used to raise low-cost financing for clients and manage risk within fixed income portfolios.

Brett Bina, CFA has over ten years of investment experience and is Vice President of Business Development at Hamburg-based Berenberg Asset Management, which has $20 billion in AUM globally. Working from Berenberg’s Chicago office, Brett leads sales across the United States and Canada and represents the firm’s currency overlay, emerging market debt and volatility risk premium strategies to institutional investors. Prior to assuming his current position, Brett was a Vice President and Senior Product Manager within Northern Trust’s asset servicing group.

Richard (Dick) Schiller, CFA, CPA currently works as an equity research associate at Robert W. Baird covering publically traded Office, Industrial and Data Center real estate companies, commonly known as REITs. Prior to working at Baird, Schiller was a portfolio analyst at GTCR and a financial due diligence senior associate at KPMG where he started his career.

Schiller graduated from the Gies College of Business at the University of Illinois at Urbana-Champaign with both a Bachelors of Accountancy and a Masters of Accountancy and minor in finance. Schiller is an active Chartered Financial Analyst, a registered Certified Public Accountant, and holds active broker FINRA licenses including the Series 7, 63, 86 and 87. Schiller has been an active member of the Chicago CFA Society Communications Board for over a year and is actively involved with the Associate Board of the Daniel Murphy Scholarship Fund.

Melissa Binder 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.

Shai Dobrusin, CFA is the Director of Trust Consulting Services at Charles E. Dobrusin & Associates Ltd., a law firm specializing in trust and estate planning and administration, family office services, wealth preservation, and advisory services to executors, trustees and beneficiaries. Shai directly supports the Trustees of complex trust systems with substantial and diverse assets in fulfilling their ongoing fiduciary responsibilities regarding the investment of trust assets, management of the disposition/distribution of trust assets and record keeping. He is responsible for managing the operations and administration of these trusts and serves on the trusts’ investment committee with trust counsel and the beneficiary’s family office CIO. Additionally, Shai supervises the trusts’ investment portfolio and activities and acts as the Trustees’ liaison to the trusts’ various service providers.

Anne Durkin, CFA, is responsible for managing client relationships, which includes portfolio management and analysis. She also sits on the Investment committee and is involved in writing many of our ongoing publications.

Prior to joining MainStreet Advisors, Durkin was a director at Fiduciary Management Associates, a Chicago-based investment management firm, where she was involved in the research and analysis of large cap publicly traded companies. She received a BSBA in marketing from Marquette University and an MBA in finance and strategic managmenet from the University of Illinois at Chicago. Durkin, a CFA charterholder, is a member of CFA Institute and CFA Society Chicago.

Taylor Champion, CFA is a vice president and portfolio manager at U.S. Trust, Bank of America Private Wealth Management. In this role, he is responsible for creating and maintaining personalized investment solutions by utilizing a broad range of wealth management services including financial planning and wealth strategy. This includes assisting clients with establishing goals and objectives, working towards developing an appropriate overall strategy, formulating and implementing potential solutions, and conducting periodic reviews to help clients monitor progress toward reaching the goals and strategies set forth.

Andrew Speight, CFA, is a member of the Key Account team within the Americas Client Business segment of Goldman Sachs Asset Management. Based out of Chicago, he is responsible for sales and relationship management with some of the firms’ top financial intermediary clients on the West Coast. Drew joined Goldman Sachs as an Associate in 2015. Prior to joining the firm, Speight was a portfolio manager at U.S. Trust, Bank of America Private Wealth Management, focusing on portfolio construction and asset allocation for High Net Worth individuals.

Speight earned a BBA in finance from the University of Iowa in 2010 and is a CFA charterholder.