Advisory Group Co-Chairs

Andy Feltovich, CFA is a Vice President in Northern Trust’s Global Risk Management function. His team is responsible for independently validating the Bank’s models for consistency with industry best practices and regulatory expectations. Prior to joining Northern Trust in 2016 Andy held positions at KPMG, The Federal Reserve Bank of Chicago, TransUnion, and HSBC.

He holds a BA in Political Science from Southern Illinois University at Carbondale and a MA in Economics from the University of Illinois at Chicago. He also holds the Chartered Financial Analyst (CFA) and Professional Risk Manager (PRM) designations, as well as four programming and statistical modeling certifications from the SAS Institute. He is currently a student in DePaul University’s Financial Planning Certificate program as well as a Chartered Alternative Investment Analyst (CAIA) Level 1 candidate. He is an active member of the Executives Club of Chicago, the Chicago Council on Global Affairs, and Toastmasters International.

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.

Sunitha Thomas, CFA, is a regional portfolio advisor at Northern Trust responsible for advising clients on investment policy, asset allocation, portfolio construction, and manager and security selection. Her clients include business owners, multigenerational wealth owners and corporate executives. Thomas serves on Northern’s Investment Policy committee which formulates firm wide tactical asset allocation policy and on Northern’s Investment Advisory Committee which selects and evaluates investment solutions for wealth management clients. Thomas has held global portfolio management and investment analyst roles for over 24 years. Prior to her current role, she was the associate director of equity research for Northern Trust Global Investments and chaired the Stock Selection committee. Thomas completed a double major in economics and Latin American studies at the University of Chicago. In 2001, she was awarded a Master’s in Business Administration from the Wharton School of Business of the University of Pennsylvania. Thomas is a Chartered Financial Analyst and member of CFA Society Chicago. She is also a Certified Private Wealth Advisor and a member of the Investment Management Consultants Association.

Ms. Ruegsegger is a member of Chicago Equity Partners’ client service and business development team. Previously, she was a relationship manager for institutional clients at Strong Capital Management. She also held several positions at The Northern Trust Company, including portfolio manager for high net worth clients. Ms. Ruegsegger earned a bachelor’s degree in finance from Northern Illinois University and a master’s degree from the Kellogg Graduate School of Management at Northwestern University. She holds the Chartered Financial Analyst (CFA) designation, and is a member of the CFA Institute and the CFA Society of Chicago.

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.

Pete Vinzani, CFA is retired after a 25-year career in the financial services industry. Mr. Vinzani received a BS degree from Purdue University and later earned an MBA from Indiana University with a major in Finance and Accounting.

After obtaining the MBA in 1986, Pete joined the commercial real-estate arm of Lincoln Financial where he originated mortgage and equity investments in commercial real estate. In 1991 he joined Household International where along with real estate investments, he underwrote investments in LIHTC (low-income housing tax credits). In 2001 Pete took on the role of portfolio manager for HSBC’s North American insurance unit, where he helped manage fixed income investments in corporate bonds and asset backed securities.

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.

Kristan Rowland, CFA works on the Global team at William Blair covering the financials sector. Prior to joining William Blair in 2011 as a financial advisor, she spent four years as a buy-side research analyst at Mesirow Financial, where she had primary coverage of the financials sector. Earlier, Kristan was an equity analyst at Morningstar, where she covered business services stocks. She earned a BA from the University of Notre Dame in Economics and French and an MBA from the University of Chicago in Finance, Accounting and Economics. She holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society of Chicago.

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.

William T. Fitzpatrick, CFA, is an investment analyst at Manulife Asset Management, responsible for equity research on financials, energy and consumer staples for the International Value strategy. He held the same position at Optique Capital and at Johnson Asset Management earlier in his career. Previously, he served as Fixed Income Research Analyst for Mid-States Corporate Credit Union, and held investment positions at Thomas White Asset Management and The Northern Trust Company. Bill is a CFA charterholder.

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.