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
Tiffany Greenhouse, CFA
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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
Northern Trust Asset Management
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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 and is a CFA charterholder. She is Co-Chair of the Women’s Network for CFA Society Chicago, serves on the Event Planning Committee for Women Investment Professionals, and is a member of the Associate Board for the Economic Awareness Council.
Lisa Davenport, CFA
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Lisa Davenport, CFA, is currently a Consultant at Neuberger Berman in the North American Institutional Client Group. Prior to this, she was a Vice President, Senior Client Relationship Manager responsible for Institutional Clients at Calamos Investments. Before joining Calamos, Davenport was a Managing Director, Global Corporate Client Group for NASDAQ OMX providing support and counsel to executives and board members of publicly-listed companies. She spent time at ABN AMRO Asset Management as a relationship manager working with institutional clients and also managed fixed income private placement portfolios for Allstate Insurance Company, MONY Capital Management and American United Life Insurance Company (now OneAmerica). Davenport earned a BS in Finance from Indiana University, Kelley School of Business and has an MBA in Marketing and Finance from University of Illinois Chicago. She is a Chartered Financial Analyst® (CFA®) charterholder and member of the CFA Institute and CFA Society Chicago, where she serves as Co-Head of the Communications Advisory Group. She also holds a Series 7 license.
Austin Galm, CFA
Bank of America
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Austin Galm, CFA, is currently a counterparty credit risk specialist at Bank of America. His role sits within the bank’s Global Risk Analytics division where he is responsible for monitoring the data quality of over-the-counter derivatives trading activity and finding ways to incorporate automation into the bank’s data quality monitoring efforts. Galm earned his CFA charter in August 2020 and has been a volunteer with CFA Society Chicago’s Communications Advisory Group since March 2018. He completed his undergraduate education at Indiana University Bloomington’s Kelley School of Business in May of 2016, earning a Bachelor’s of Science in finance, economic consulting, and public policy analysis.
EDUCATION ADVISORY GROUP
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.
Matthew Morris, CFA
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Matthew Morris, CFA, is a director portfolio strategist, UHNW at UBS and is responsible for articulating and delivering comprehensive, research-driven asset allocation and portfolio strategy advice to Private Wealth Advisors and their ultra-high net worth clients. He conducts detailed portfolio review sessions with private clients to understand their wealth structure. His end goal is to develop customized strategic and tactical asset allocations implemented with the most suitable products UBS has to offer.
Prior to joining UBS Financial Services, Morris worked for UBS Asset Management in Chicago. At UBS AM, Matthew was responsible for managing institutional client accounts. He began his career at Morgan Stanley where he was a consulting group analyst and later a portfolio management associate for Graystone Consulting, Morgan Stanley’s institutional consulting division. Morris received a Bachelor of Arts from the University of Oregon. He currently holds the Series 3, 7, and 66 registrations, is a CFA charterholder and a member of CFA Society of Chicago’s Education Advisory Group.
DISTINGUISHED SPEAKER SERIES
Robert Knezevic, CFA
Susquehanna International Group
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Robert Knezevic, CFA, is an Equity Strategist / Senior Trader at Susquehanna International Group, LLP (SIG), a global quantitative trading firm founded with an entrepreneurial mindset and a rigorous analytical approach to decision making. Knezevic co-manages risk profile of the cash equity execution group. Protects firm assets by conducting extensive research to anticipate market volatility, direction and customer inflows, then deploying capital to position firm accordingly. Knezevic is a CFA charterholder and earned his FINRA Series 7, 55, 63 certifications. He graduated with a BSBA in marketing from Ohio State University.
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.
Gerald Norby, CFA
William Blair & Co
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Gerald Norby, CFA, works as a data analyst at William Blair Investment Management, fueling the investment research process with high quality data and analytics. Previously, Norby was an Investment & portfolio strategist at The Next Level Planning Group, designing client portfolios and leading investment research for ~$200MM AUM. Gerald earned his B.S. in Psychology and M.S. in Finance from Illinois Institute of Technology. In addition to his advisory group work with CFA Chicago, Norby consults with the CFA Institute, reviewing additions and updates to the CFA and CIPM curricula. Norby is an avid reader and would be happy to trade speculative fiction book recommendations.
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.
Rick Tauber, CFA
National Investment Services, Inc. (NISI)
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Rick Tauber, CFA, is a corporate credit research analyst with expertise in high yield and investment grade corporate bonds, in addition to other fixed income asset classes. Tauber’s experience includes various buy-side positions supporting portfolio managers by making buy/sell/hold bond recommendations. Most recently Tauber worked for 9 years at Morningstar helping launch an independent fixed income research product and managing a team of 12 analysts, as well as helping launch a corporate credit ratings business. Tauber hold the CFA and CPA (non-practicing) designations.He received a BS in accounting from the University of Illinois and an MBA in finance from the University of Michigan.
Jenny McNicholas, CFA
Bank of America Private Bank
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Jenny McNicholas, CFA, is a portfolio manager with Bank of America Private Bank in Chicago, Illinois. The Private Bank is part of the wider Bank of America Corporation and provides customized investment services for individuals, families, business owners, and philanthropic institutions with varying levels of wealth. McNicholas provides tailored advice and guidance to high-net-worth individuals and families, helping them align their investment portfolios with their overall wealth-management objectives. 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 in four countries outside of the US, which included universities in Ireland, England, Italy, and France.
Andrew Speight, CFA
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Andrew Speight, CFA, is a vice president and regional director within Goldman Sachs Asset Management. Based out of Chicago, he is responsible for sales and relationship management with Bank and Trust clients across the U.S. Speight 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.