Current Volunteers

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

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

Annual Dinner
Kim Augustyn – CFA Society Chicago (Chair) Cara Esser, CFA – Blue Cross Blue Shield 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

Annual Dinner

Kim Augustyn – CFA Society Chicago (Chair)
Cara Esser, CFA – Blue Cross Blue Shield
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 Jiaying Bao, CFA – Mazars Usa Pamela Brill, CFA Andria Canel, CFA – Northshore University Healthsystem Katharine Cardwell – University Of Lisbon Graduate School Katie Carroll, CFA – Hartline Investment Corp. Ariel Camille Clayborn – University Of Arizona Global Campus Kerianne Cottle, CFA – Bank of America Lisa K. Davenport, CFA – Neuberger Berman Lisa Haag, CFA Emily Hahn – Telemus Capital, Llc Bhawana Khurana, CFA – Interocean Capital Kelly Lavieri – Zuckerman Investment Group Eashani Malhotra – Purdue University Elizabeth Martinez, CFA – Bank of America Private Bank Iulia Pastukhova Giacoma Pilotta-Medici, CFA – Northern Trust Kelsey Renfro, CFA – Northern Trust Joan Rockey, CFA – Castleark Management Llc Linda Ruegsegger, CFA – Northern Trust Madelyn Schiller, CFA – William Blair & Co Gail Scully, CFA – Buckingham Strategic Wealth Elizabeth Stack, CFA – Nuveen Monique Thanos, CFA – Kabouter Management Marina Viergutz, CFA Agnes Vongkhamsay, CFA – BMO Global Asset Management Ronit Walny, CFA – Neuberger Berman Marie Winters, CFA – Northern Trust

CFA Women’s Network

Tiffany Greenhouse, CFA – MSCI (Co-chair)
Christine Tinker, CFA – Northern Trust (Co-chair)
Jenifer Aronson, CFA – Mosaic Fi
Jiaying Bao, CFA – Mazars Usa
Pamela Brill, CFA
Andria Canel, CFA – Northshore University Healthsystem
Katharine Cardwell – University Of Lisbon Graduate School
Katie Carroll, CFA – Hartline Investment Corp.
Ariel Camille Clayborn – University Of Arizona Global Campus
Kerianne Cottle, CFA – Bank of America
Lisa K. Davenport, CFA – Neuberger Berman
Lisa Haag, CFA
Emily Hahn – Telemus Capital, Llc
Bhawana Khurana, CFA – Interocean Capital
Kelly Lavieri – Zuckerman Investment Group
Eashani Malhotra – Purdue University
Elizabeth Martinez, CFA – Bank of America Private Bank
Iulia Pastukhova
Giacoma Pilotta-Medici, CFA – Northern Trust
Kelsey Renfro, CFA – Northern Trust
Joan Rockey, CFA – Castleark Management Llc
Linda Ruegsegger, CFA – Northern Trust
Madelyn Schiller, CFA – William Blair & Co
Gail Scully, CFA – Buckingham Strategic Wealth
Elizabeth Stack, CFA – Nuveen
Monique Thanos, CFA – Kabouter Management
Marina Viergutz, CFA
Agnes Vongkhamsay, CFA – BMO Global Asset Management
Ronit Walny, CFA – Neuberger Berman
Marie Winters, CFA – Northern Trust

Communications
Lisa K. Davenport, CFA – Neuberger Berman (Co-chair) Austin Galm, CFA – Bank of America (Co-chair) Bradford Adams, CFA Michael Campagna, CFA – Duff & Phelps Investment Management Co. R. Dale Hall, CFA – Society of Actuaries David Kalis, CFA – Future Fund Advisors Douglas McGraw, CFA Cynthia McLaughlin – Invesco PowerShares Jessica Noviskis, CFA – 1060 Capital Richard Schiller, CFA – Pavlic Investment Advisors, Inc. Samer Simaan, CFA Jeffery Tryka, CFA – Lambert & Co. Peter Vinzani, CFA

Communications

Lisa K. Davenport, CFA – Neuberger Berman (Co-chair)
Austin Galm, CFA – Bank of America (Co-chair)
Bradford Adams, CFA
Michael Campagna, CFA – Duff & Phelps Investment Management Co.
R. Dale Hall, CFA – Society of Actuaries
David Kalis, CFA – Future Fund Advisors
Douglas McGraw, CFA
Cynthia McLaughlin – Invesco PowerShares
Jessica Noviskis, CFA – 1060 Capital
Richard Schiller, CFA – Pavlic Investment Advisors, Inc.
Samer Simaan, CFA
Jeffery Tryka, CFA – Lambert & Co.
Peter Vinzani, CFA

Distinguished Speaker Series
R.J. Knezevic, CFA – Susquehanna International Group (Co-chair) Nicholas Vassilos, CFA – Charles Schwab & Co. (Co-chair) Sebastian Alcantara, CFA – Charles Schwab & Co. Leonard Awuah, CFA – Fifth Third Bank David Bachtler, CFA – Invesco Powershares Andrew Baker, CFA Christian Barron – LQD Business Finance Patrick Bourbon, CFA, CFP – Bourbon Financial Management Daniel Burkly, CFA – Ernst & Young Arun Kumar Burla, CFA Vasile Ceban, CFA – ARB Trading Group Joshua L. Charlson, CFA – Morningstar, Inc Shivani Choudhary, CFA – ACA Compliance Group Michael Cody – William Blair & Co Matthew Dmytryszyn, CFA – Lasalle Street Capital Management Jeffrey Doblin, CFA – Forum Financial Management Douglas Dornan – Northern Trust Jackson Finks, CFA – Dearborn Partners, L.L.C. Michael Fleagle, CFA – Altair Advisers Llc James Franke, CFA – Rothschild Investment Corporation R. Dale Hall, CFA – Society Of Actuaries Jeremy Heer, CFA – University of Chicago – GSB David L. Hoffer, CFA – Marquette Associates, Inc. Burkett Huey, CFA – Morningstar, Inc. David Kalis, CFA – Future Fund Advisors Tyler D. Kennedy – Marshall & Stevens Brian Kopinski, CFA – Harris Associates L.P. Anand Krishnakumar, CFA – William Blair & Co Cosmin Lucaci, CFA – Brownson Rehmus & Foxworth Eric Mandell, CFA Steven John Minturn, CFA – James Mohan, CFA – CBIS Douglas Mott, CFA Arthur Olunwa, CFA – Tuskie Capital Jackie Osenbaugh – Kemper Corporation Kenneth Parzgnat, CFA – Calamos Investments Brian Pelling, CFA – Wells Fargo Blaine Reed, CFA – Tall Tree Investment Management Llc Gordon Scott, CFA – CIBC John Servia, CFA Sebastian Sierotnik, CFA – CME Group Serge Slavinsky – Quantitative Risk Management James P. Stirling, CFA – UBS Asset Management Marina Viergutz, CFA David Watkins, CFA – SHA Capital Partners Michael L. Wittman, CFA – Graystone Consulting Jonathan Woo, CFA – Edward Jones Mikhail Zarkh, CFA – Allstate Investments, Llc

Distinguished Speaker Series

R.J. Knezevic, CFA – Susquehanna International Group (Co-chair)
Nicholas Vassilos, CFA – Charles Schwab & Co. (Co-chair)
Sebastian Alcantara, CFA – Charles Schwab & Co.
Leonard Awuah, CFA – Fifth Third Bank
David Bachtler, CFA – Invesco Powershares
Andrew Baker, CFA
Christian Barron – LQD Business Finance
Patrick Bourbon, CFA, CFP – Bourbon Financial Management
Daniel Burkly, CFA – Ernst & Young
Arun Kumar Burla, CFA
Vasile Ceban, CFA – ARB Trading Group
Joshua L. Charlson, CFA – Morningstar, Inc
Shivani Choudhary, CFA – ACA Compliance Group
Michael Cody – William Blair & Co
Matthew Dmytryszyn, CFA – Lasalle Street Capital Management
Jeffrey Doblin, CFA – Forum Financial Management
Douglas Dornan – Northern Trust
Jackson Finks, CFA – Dearborn Partners, L.L.C.
Michael Fleagle, CFA – Altair Advisers Llc
James Franke, CFA – Rothschild Investment Corporation
R. Dale Hall, CFA – Society Of Actuaries
Jeremy Heer, CFA – University of Chicago – GSB
David L. Hoffer, CFA – Marquette Associates, Inc.
Burkett Huey, CFA – Morningstar, Inc.
David Kalis, CFA – Future Fund Advisors
Tyler D. Kennedy – Marshall & Stevens
Brian Kopinski, CFA – Harris Associates L.P.
Anand Krishnakumar, CFA – William Blair & Co
Cosmin Lucaci, CFA – Brownson Rehmus & Foxworth
Eric Mandell, CFA
Steven John Minturn, CFA –
James Mohan, CFA – CBIS
Douglas Mott, CFA
Arthur Olunwa, CFA – Tuskie Capital
Jackie Osenbaugh – Kemper Corporation
Kenneth Parzgnat, CFA – Calamos Investments
Brian Pelling, CFA – Wells Fargo
Blaine Reed, CFA – Tall Tree Investment Management Llc
Gordon Scott, CFA – CIBC
John Servia, CFA
Sebastian Sierotnik, CFA – CME Group
Serge Slavinsky – Quantitative Risk Management
James P. Stirling, CFA – UBS Asset Management
Marina Viergutz, CFA
David Watkins, CFA – SHA Capital Partners
Michael L. Wittman, CFA – Graystone Consulting
Jonathan Woo, CFA – Edward Jones
Mikhail Zarkh, CFA – Allstate Investments, Llc

Education Seminars
Lotta Moberg, CFA – William Blair & Co (Co-chair) Matthew Morris, CFA – UBS (Co-chair) Christian Artuso – Northern Trust Christian Barron – LQD Business Finance Arun Kumar Burla, CFA Shivani Choudhary, CFA – ACA Compliance Group Neil David – DePaul University John Eberle, CFA – FFP Yandi Farinango – Loyola University Tiffany Greenhouse, CFA – MSCI Robert John Hoffman, CFA Burkett Huey, CFA – Morningstar, Inc. Benjamin Johnson, CFA – Morningstar, Inc John Joyce, CFA – William Blair & Co Michael Kalil, Jr., CFA – DV Trading David Kalis, CFA – Future Fund Advisors Sekhar Kanuri, FRM – Sun Trading LLC Anand Krishnakumar, CFA – William Blair & Co Gaurav Kumar, CFA – BP William Lee, CFA – Ares Management Douglas McGraw, CFA Cynthia McLaughlin – Invesco PowerShares Michelle Moreno, CFA – Dresner Partners Jonathan Morris – Northern Trust Arthur Olunwa, CFA – Tuskie Capital Michael Pollard, CFA Nicholas Redmond, CFA – Oculus Asset Management Blaine Reed, CFA – Tall Tree Investment Management LLC Bradley Schneider, CFA – Northern Trust Brian Schuster, CFA – Great Lakes Advisors David Sekera, CFA – Morningstar, Inc Blake Shaffer, CFA – Jones Lang LaSalle Lee Souter, CFA – FactSet Research Systems Monique Thanos, CFA – Kabouter Management Marina Viergutz, CFA Ronit Walny, CFA – Neuberger Berman Jian Zhang, CFA – Adams Street Partners, LLC

Education Seminars

Lotta Moberg, CFA – William Blair & Co (Co-chair)
Matthew Morris, CFA – UBS (Co-chair)
Christian Artuso – Northern Trust
Christian Barron – LQD Business Finance
Arun Kumar Burla, CFA
Shivani Choudhary, CFA – ACA Compliance Group
Neil David – DePaul University
John Eberle, CFA – FFP
Yandi Farinango – Loyola University
Tiffany Greenhouse, CFA – MSCI
Robert John Hoffman, CFA
Burkett Huey, CFA – Morningstar, Inc.
Benjamin Johnson, CFA – Morningstar, Inc
John Joyce, CFA – William Blair & Co
Michael Kalil, Jr., CFA – DV Trading
David Kalis, CFA – Future Fund Advisors
Sekhar Kanuri, FRM – Sun Trading LLC
Anand Krishnakumar, CFA – William Blair & Co
Gaurav Kumar, CFA – BP
William Lee, CFA – Ares Management
Douglas McGraw, CFA
Cynthia McLaughlin – Invesco PowerShares
Michelle Moreno, CFA – Dresner Partners
Jonathan Morris – Northern Trust
Arthur Olunwa, CFA – Tuskie Capital
Michael Pollard, CFA
Nicholas Redmond, CFA – Oculus Asset Management
Blaine Reed, CFA – Tall Tree Investment Management LLC
Bradley Schneider, CFA – Northern Trust
Brian Schuster, CFA – Great Lakes Advisors
David Sekera, CFA – Morningstar, Inc
Blake Shaffer, CFA – Jones Lang LaSalle
Lee Souter, CFA – FactSet Research Systems
Monique Thanos, CFA – Kabouter Management
Marina Viergutz, CFA
Ronit Walny, CFA – Neuberger Berman
Jian Zhang, CFA – Adams Street Partners, LLC

Membership Engagement
Melissa Beth Binder, CFA – PPM America, Inc. (Co-chair) Gerald Norby, CFA – William Blair & Co (Co-chair) Christina De Giuseppe, CFA – UBS Asset Management Yandi Farinango – Loyola University Jackson Finks, CFA – Dearborn Partners, L.L.C. Joseph Grandis, CFA – Aon Hewitt Investment Consulting Adam Grund Sitaram C. Gundapaneni Emilio Guzman – DePaul University David Kalis, CFA – Future Fund Advisors Matthew Latarewicz, CFA – FactSet Research Systems William Lee, CFA – Ares Management Chelsea Yvette Nacker, CFA Lisa Radomski, CFA – Morgan Stanley Lee Souter, CFA – FactSet Research Systems Aaron Taylor, CFA – Chilmark Partners Guillermo Trujillo – Alter Domus Michael L. Wittman, CFA – Graystone Consulting Leon Zeng, CFA – Morningstar, Inc

Membership Engagement

Melissa Beth Binder, CFA – PPM America, Inc. (Co-chair)
Gerald Norby, CFA – William Blair & Co (Co-chair)
Christina De Giuseppe, CFA – UBS Asset Management
Yandi Farinango – Loyola University
Jackson Finks, CFA – Dearborn Partners, L.L.C.
Joseph Grandis, CFA – Aon Hewitt Investment Consulting
Adam Grund
Sitaram C. Gundapaneni
Emilio Guzman – DePaul University
David Kalis, CFA – Future Fund Advisors
Matthew Latarewicz, CFA – FactSet Research Systems
William Lee, CFA – Ares Management
Chelsea Yvette Nacker, CFA
Lisa Radomski, CFA – Morgan Stanley
Lee Souter, CFA – FactSet Research Systems
Aaron Taylor, CFA – Chilmark Partners
Guillermo Trujillo – Alter Domus
Michael L. Wittman, CFA – Graystone Consulting
Leon Zeng, CFA – Morningstar, Inc

Professional Development
Richard J. Tauber, CFA (Co-chair) Carla Norfleet Taylor, CFA – Fitch Ratings (Co-chair) Bradford Adams, CFA Christian Artuso – Northern Trust David Bachtler, CFA – Invesco PowerShares Olsi Bandula – Protiviti Christian Barron – LQD Business Finance Arun Kumar Burla, CFA Michael Cody – William Blair & Co Douglas Dornan – Northern Trust Anne Durkin, CFA – Mainstreet Advisors John Eberle, CFA – FFP Yandi Farinango – Loyola University Jeffrey Feeney, CFA – Northern Trust Daniel Hughes – Allstate Insurance Company John F. Ide, CFA David Kalis, CFA – Future Fund Advisors Spencer Kelly, CFA – Magnetar Capital LLC Bhawana Khurana, CFA – Interocean Capital Vincent Klos, CFA – PNC Institutional Asset Management Camron Trae Knight – Hampton University Brian Kopinski, CFA – Harris Associates L.P. Michael B. Kulov, CFA – KPMG William Lee, CFA – Ares Management Sebastian Moreno – DePaul University Jonathan Morris – Northern Trust Adith Noronha, CFA – Desai Capital Management Iulia Pastukhova Kevin Ross, CFA – Advisory Research, Inc. Grant Sanders, CFA – Loop Capital Markets Michael Schroeder – Sudrania Fund Services Zachary Terzich, CFA – Elementum Advisors, LLC Monique Thanos, CFA – Kabouter Management Thomas Van Spankeren, CFA – US Trust/Columbia Management Marina Viergutz, CFA – Catherine Witeck, CFA – AMP Capital

Professional Development

Richard J. Tauber, CFA (Co-chair)
Carla Norfleet Taylor, CFA – Fitch Ratings (Co-chair)
Bradford Adams, CFA
Christian Artuso – Northern Trust
David Bachtler, CFA – Invesco PowerShares
Olsi Bandula – Protiviti
Christian Barron – LQD Business Finance
Arun Kumar Burla, CFA
Michael Cody – William Blair & Co
Douglas Dornan – Northern Trust
Anne Durkin, CFA – Mainstreet Advisors
John Eberle, CFA – FFP
Yandi Farinango – Loyola University
Jeffrey Feeney, CFA – Northern Trust
Daniel Hughes – Allstate Insurance Company
John F. Ide, CFA
David Kalis, CFA – Future Fund Advisors
Spencer Kelly, CFA – Magnetar Capital LLC
Bhawana Khurana, CFA – Interocean Capital
Vincent Klos, CFA – PNC Institutional Asset Management
Camron Trae Knight – Hampton University
Brian Kopinski, CFA – Harris Associates L.P.
Michael B. Kulov, CFA – KPMG
William Lee, CFA – Ares Management
Sebastian Moreno – DePaul University
Jonathan Morris – Northern Trust
Adith Noronha, CFA – Desai Capital Management
Iulia Pastukhova
Kevin Ross, CFA – Advisory Research, Inc.
Grant Sanders, CFA – Loop Capital Markets
Michael Schroeder – Sudrania Fund Services
Zachary Terzich, CFA – Elementum Advisors, LLC
Monique Thanos, CFA – Kabouter Management
Thomas Van Spankeren, CFA – US Trust/Columbia Management
Marina Viergutz, CFA –
Catherine Witeck, CFA – AMP Capital

Social Events
Jennifer McNicholas, CFA – Bank of America – Private Bank (Co-chair) Andrew Speight, CFA – Goldman Sachs (Co-chair) Leonard Awuah, CFA – Fifth Third Bank Olsi Bandula – Protiviti Andrew Bushey, CFA – Skyline Asset Management Grant Casteel, CFA – Houlihan Capital Advisors, LLC Taylor Champion, CFA – Byline Bank Tauras Dambrauskas, CFA – Kemper Corporation Christopher D. DeMale, CFA – Bluerock Capital Markets Yandi Farinango – Loyola University Bryce Goldbach, CFA – Goldman Sachs Adam Grund Daniel Hughes – Allstate Insurance Company Kinzer Jennings, CFA – Goldman Sachs Bradley Taylor Kaupla, CFA John D. Onulak, CFA – Fifth Third Bank Michael Schroeder – Sudrania Fund Services Monique Thanos, CFA – Kabouter Management Marina Viergutz, CFA Neil Zhang – UBS Asset Management

Social Events

Jennifer McNicholas, CFA – Bank of America – Private Bank (Co-chair)
Andrew Speight, CFA – Goldman Sachs (Co-chair)
Leonard Awuah, CFA – Fifth Third Bank
Olsi Bandula – Protiviti
Andrew Bushey, CFA – Skyline Asset Management
Grant Casteel, CFA – Houlihan Capital Advisors, LLC
Taylor Champion, CFA – Byline Bank
Tauras Dambrauskas, CFA – Kemper Corporation
Christopher D. DeMale, CFA – Bluerock Capital Markets
Yandi Farinango – Loyola University
Bryce Goldbach, CFA – Goldman Sachs
Adam Grund
Daniel Hughes – Allstate Insurance Company
Kinzer Jennings, CFA – Goldman Sachs
Bradley Taylor Kaupla, CFA
John D. Onulak, CFA – Fifth Third Bank
Michael Schroeder – Sudrania Fund Services
Monique Thanos, CFA – Kabouter Management
Marina Viergutz, CFA
Neil Zhang – UBS Asset Management