Current Volunteers

The CFA Society Chicago would like to recognize the following individuals for their contributions to the Society:

Learn about our volunteer opportunities

Annual Dinner
CFA Women’s Network
Communication
Distinguished Speaker Series
Education
Membership Engagement
Professional Development
Social Events

Annual Dinner

Melissa Binder, CFA – PPM America (Chair)
Cara Esser, CFA – Mesirow Financial
Tim Holt, CFA – Investment Mgmt Consulting Group
Douglas Jackman, CFA – Thomas White International Ltd.
Brian Kopinski, CFA – Harris Associates
Andrew Lindblom, CFA – Vivaldi Capital Management
Jim Mohan, CFA – Oak Ridge Investments
Stephen Moy, CFA 
Kristan Rowland, CFA – William Blair & Company
Alex Schneider, CFA – William Blair & Company
Aaron Temple, CFA – RSM US

 

CFA Women’s Network

Tiffany Greenhouse, CFA – MSCI (Co-Chair)
Christine Tinker, CFA – Northern Trust (Co-Chair)
Jenifer Aronson, CFA – Mosaic Fi
Pamela Brill, CFA 
Shanelle Brown, CFA – Exelon Corporation
Annie Chen, CFA – BOA Merrill Lynch
Jing (Carol) Chen, CFA – MSCI
Constance Christian, CFA – Wespath Investment Management
Lauren Cooney, CFA – Northern Trust
Lisa Davenport, CFA 
Catriona Duncan, CFA – Columbia Wanger
Emily Hahn – Telemus Capital, Llc
Sheila Hanley, CFA – Templenaboe
Aki Ishikawa, CFA – Deloitte
Claudia Jones, CFA  
Kerry Jordan, CFA  
Bhavna Khurana, CFA – The Smart Cub
Vera Kostic-Grzybek 
Lily Liu – Blackrock
Nichole Mann, CFA – Marcus & Millichap
Elizabeth Martinez – BMO Financial Group
Crystal McClenthen, CFA – Nuveen
Mary Catherine Mortell, CFA – Franklin Templeton Investments
Karen O’Brien – Chicago Equity Partners
Miriam Olson, CFA  
Angelique Pappas, CFA – Dimeo
Madelyn Pavlic, CFA – William Blair & Company
Giacoma Pilotta-Medici, CFA – Northern Trust
Alexandra Pollack, CFA – Northern Trust
Sara Pollock, CFA – Nuveen
Kelsey Renfro (Hanna), CFA – Chicago Equity Partners
Joan Rockey, CFA – Castleark Management
Linda Ruegsegger, CFA – Northern Trust
Richa Shah  
Kelly Scheltens , CFA  
Elizabeth Stack (Rutkowski), CFA – Nuveen
Angela Staszak (Pear), CFA – Stepan Company
Monique Thanos, CFA – US Bancorp
Kelsey Tsai, CFA – Morningstar
Karla Vazquez – Northern Trust
Amanda Vazzano (Reynolds), CFA – GCM Grosvenor
Sonia Vorio, CFA – Morningstar
Ronit Walny, CFA – Neuberger Berman
Tanya Williams, CFA  
Marie Winters, CFA – Northern Trust
Miranda Yu, CFA – Guggenheim
Susan Zeeb 

 

Communications

Brett Bina, CFA – Berenberg Asset Management (Co-Chair)
Richard Schiller, CFA – Duff & Phelps (Co-Chair)
Brad Adams, CFA  
Mary Benman – Discover Financial Services
Thomas Bernardi, CFA – Bernardi Securities, Inc.
John Brick, CFA 
Zachary Brown, CFA – Milliman Inc.
Michael Burdeen, CFA – Northern Trust
Michael Campagna, CFA – Duff & Phelps
Bob Cohen, CFA 
Scott Danes – Duff & Phelps
Lisa Davenport, CFA  
Robert Fogarty, CFA – DWS
Chris Fry – Depaul University
Austin Galm  
Brian Gilmartin, CFA – Trinity Asset Management, Inc.
Houston Heizer – CME
Rida Iqbal  
Matthew Kempt, CFA – Health Care Service Corporation
Michael Kline, CFA  
Brian Kopinski, CFA – Harris Associates
Sandra Krueger, CFA  
Tara Liceaga – Institutional Capital
Abhi Mathews, CFA – Minerva Valuations Llc
Eric McGowan, CFA  
Charles McGrath, CFA  
Cynthia McLaughlin – Invesco
Lotta Moberg – Willaim Blair
Arthur Olunwa, CFA – Exelon Corporation
Sam Simaan, CFA – BMO
Mark Toledo, CFA – Chicago Partners
Peter Vinzani, CFA  
Aldo Vultaggio, CFA – Capstone Financial

 

Distinguished Speaker Series

Andrew Baker, CFA – RMB Capital (Co-Chair)
Jeremy Heer, CFA – The University Of Chicago Office Of Investments (Co-Chair)
Christopher Ashbee, CFA – Chicago Equity Partners
Christian Barron 
Patrick Bourbon D’Ingrande, CFA – Promanage, Llc
Pablo Brezman Cohen, CFA – JCDecaux
Pamela Brill, CFA 
Stephen Bringardner – Blackrock / Miami University
Clay Carter, CFA – William Blair
Michael Cavers – FINRA
Vasile Ceban – ARB Trading Group
Shivani Choudhary, CFA – Ashland Partners & Company Llp
Luke Denlinger – Northern Trust
Matt Dmytryszyn, CFA – Telemus Capital
Jeff Doblin, CFA – Tethys Partners
Jeff Eisman, CFA – Oneamerica
Peter Erin, CFA – MSCI
James Franke, CFA – Rothschild Investment Corporat
Brad Hedlund, CFA – PwC
Houston Heizer – CME
Aditi Jain, CFA – General Electric
Robert Knezevic, CFA – Susquehanna International Grou
Brian Kopinski, CFA – Harris Associates
Anand Krishnakumar, CFA – William Blair
Cosmin Lucaci-Oprea, CFA – Brownson, Rehmus & Foxworth, Inc.
Eric Mandall, CFA – BMO Global Asset Management
Braham Mehta – BNY Mellon
Steve Minturn, CFA – BMO Global Asset Management
Jim Mohan, CFA – Oak Ridge Investments
Jon Morris – Northern Trust
Jon Newsome, CFA – Sandler O’Neill And Partners
Arthur Olunwa, CFA – Exelon Corporation
Alan Papier, CFA – Nuveen Investments
Kenny Parzgnat, CFA – GCM Grosvenor
John Pelling, CFA – John White & Co
Kevin Puleo – C.N.A. Financial
Blaine Reed, CFA 
Gordon Scott, CFA 
Sebastian Sierotnik , CFA  
M Nicholas Sims, CFA – William Blair
James Stirling, CFA – UBS Financial Services Inc.
Gaal Surugeon, CFA – Oppenheimer
Bret Swango, CFA – Colliers International
Sunitha Thomas, CFA – Northern Trust
Michael Trainor, CFA – Citadel
Nicholas Vassilos, CFA – Morningstar
Michael Vazza – Fidelty
David Watkins, CFA – SHA Capital Partners
Jonathan Woo, CFA – Edward Jones
David Worniak, CFA – Northern Trust
Mikhail Zarkh, CFA – Allstate

 

Education Seminars

Richard Excell, CFA – Wolverine Asset Management (Co-Chair)
Miranda Yu, CFA – Guggenheim Partners (Co-Chair)
Suleyman Ahmad, CFA – KPMG
Christian Barron, CFA 
Elena Black, CFA – Opportunity International
Pamela Brill, CFA  
Daryl Brown, CFA  
Michael Cavers – FINRA
Shivani Choudhary – Ashland Partners & Company Llp
Roland Czerniawski, CFA – UBS Asset Management
James Daley, CFA – Morningstar
Yeshaya (Shai) Dobrusin, CFA – Charles E. Dobrusin & Associates
Peter Erin, CFA – MSCI
Andy Feltovich, CFA – Northern Trust
John Feyerer , CFA – Invesco
Robert Fogarty, CFA – DWS
James Georgantas, CFA 
Garrett Glawe, CFA – Standard & Poor’S
Kathy Graham  
Tiffany Greenhouse, CFA – MSCI
Houston Heizer – CME
Tom Hillman, CFA – Credit Suisse
Josh Hodges – Morgan Stanley
Jeffrey Hoffmeyer, CFA – Marquette Associates
Joseph Hollis, CFA  
Rida Iqbal  
Aditi Jain, CFA – General Electric
Ben Johnson, CFA – Morningstar
John Joyce, CFA – William Blair & Company
Michael Kalil, CFA – DV Trading
Anand Krishnakumar, CFA – William Blair
Gaurav Kumar, CFA – BP Americas
Sam Kusswurm, CFA – PWC
Andrew Lindblom – Vivaldi Capital Management
Casey Lura – BMO
Randall Malecki, CFA – US Bank
Cynthia McLaughlin – INVESCO
Victoria Misuna  
Lotta Moberg, CFA – William Blair
Jon Morris – Northern Trust
Matthew Morris, CFA – UBS Global Asset Management
Jeanne Murphy, CFA – CFA Institute
John Nelson, CFA – Mesirow Financial
Mike Nieves, CFA – Northern Trust
Arthur Olunwa, CFA – Exelon Corporation
Alan Papier, CFA – Nuveen Investments
John Pelling, CFA – John White & Co
Trevor Peterson – Houlihan Capital
Kevin Puleo – C.N.A. Financial
Nancy Prial, CFA – Essex Investment Management
Allyson Rasmussen (Buckles), CFA – Ashland Partners
Nicholas Redmond, CFA – Oculus Asset Management
Blaine Reed, CFA  
Russell Rhoads, CFA  
Bradley Schneider, CFA – Northern Trust
Tony Schneider 
Suraj Shah  
Jason Stevens, CFA  
Michael Trainor, CFA – Citadel
Cindy Tsai, CFA – Investment Envisioned, Inc.
Robert Van Fossan, CFA  
Michael Vazza – Fidelty
Susan Zeeb  
Kurt Zellner, CFA – Lighthouse Partners
Jian Zhang, CFA – Adam Street Partners

 

Membership Engagement

Gerald Norby, CFA – William Blair & Company (Co-Chair)
Aaron Taylor, CFA – Chilmark Partners (Co-Chair)
Erik Baaske, CFA – Northern Trust
Clay Carter, CFA – William Blair
Christine De Giuseppe, CFA – UBS
Austin Galm  
Joseph Grandis, CFA – AON
Sitaram Gundapaneni  
Bhavna Khurana, CFA – The Smart Cube
William Lee, CFA  
James Meixner, CFA – Robert Baird
Chelsea Nacker, CFA – Ocean Tomo
Tchapo Napoe, CFA – WEC Energy Group
Arthur Olunwa, CFA – Exelon Corporation
Kevin Puleo – C.N.A. Financial
Rebecca Smith, CFA – Southernsun Asset Management
James Van Osten  
Leon Zeng – Discover Financial

 

Professional Development

Shai Dobrusin, CFA – Charles E. Dobrusin & Associates Ltd. (Co-Chair)
Anne Durkin, CFA – Main Street Advisors (Co-Chair)
Chris Abraham, CFA – CVA Investment Management
Brad Adams, CFA  
William Anderson, CFA  
Jenifer Aronson, CFA – Mosaic Fi
Erik Baaske, CFA – Northern Trust
Christian Barron  
Mary Benman – Discover Financial Services
Daryl Brown, CFA – Deloitte
Annie Chen, CFA – Institutional Advisory Services Group
James Daley, CFA – Morningstar
Richard Excell, CFA – Wolverine Asset Management
Andrew Feltovich, CFA – Northern Trust
William Fitzpatrick, CFA – Manulife Asset Management
Alek Gasiel, CFA  
Tyler Glover, CFA – William Blair & Company
Samantha Grant, CFA – Marquette Associates
Timothy Greive, CFA – Kaplan
Sheila Hanley, CFA – Templenaboe
Daniel Harris, CFA  
Brad Hedlund, CFA – Pwc
Josh Hodges – Morgan Stanley
Joseph Hollis  
John Ide, CFA – JP Morgan Asset Management
Michael Kalil, CFA – DV Trading
Spencer Kelly, CFA – C.N.A
Bhavna Khurana, CFA – The Smart Cube
Vince Klos, CFA  
Andrey Kochetov, CFA – US Bank
Brian Kopinski, CFA – Harris Associates
Vera Kostic-Grzybek  
Gaurav Kumar, CFA – BP Americas
Steve Minturn, CFA – BMO Global Asset Management
Anuj Mody – Pricewaterhousecoopers Advisory Services Llc
Jon Morris – Northern Trust
Mike Nieves, CFA – Northern Trust
Adith Noronha – Desai Capital Management
Zachary Patzik, CFA – Morningstar
John Pelling, CFA – John White & Co
Kevin Puleo – C.N.A. Financial
Kevin Ross, CFA – Advisory Research Inc.
Doug Schmidt – Robert Baird
Bradley Schneider – Northern Trust
Naved Siddiqui, CFA – Thomas White International
Nick Simonetti, CFA  
Angela Staszak (Pear), CFA – Stepan Company
Michael Sullivan, CFA  
Rick Tauber, CFA – Morningstar
John Valentino, CFA – Morningstar
Thomas Van Spankeren – US Trust
Ryan Vaughn, CFA – Aegon Asset Management
Michael Vazza – Fidelty
Luke Von Glan  
Catherine Witeck, CFA  
Kurt Zellner, CFA – Lighthouse Partners

 

Social Events

Andrew Speight , CFA – Goldman Sachs (Co-Chair)
Taylor Champion, CFA – US Trust (Co-Chair)
Christian Barron  
Andrew Bushey, CFA – Skyline Asset Management, Lp
Matthew Copeland, CFA – UBS Global Asset Management
Christopher DeMale, CFA – NFP Retirement
Scott Danes – Duff & Phelps
Adan Galvan, CFA – Ativo Capital Management
Bryce Goldbach, CFA – Goldman Sachs
Josh Hodges – Morgan Stanley
Joseph Hollis  
Sara Hostalet, CFA  
Kinzer Jennings, CFA – Goldman Sachs
Brad Kaupla, CFA – PwC
Micheal Koehler, CFA – BMO Harris Bank
Gaurav Kumar, CFA – BP Americas
Colin MacLean, CFA – BMO Harris Bank
Jenny McNicholas – US Trust
Kimberly Merchant, CFA – BMO Harris Bank
Sridip Mukhopadhyaya, CFA – Culture Studio
Mansi Patel  
John Pelling, CFA – John White & Co
Zachary Rosenstock, CFA – Segall Bryant & Hamill
Angela Staszak (Pear), CFA – Stepan Company
Nicholas Tan, CFA  
Sonia Vora, CFA – Morningstar
Kurt Zellner, CFA – Lighthouse Partners
Zhixiang (Neil) Zhang – UBS
Steven Zins, CFA – US Trust