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
Melissa Binder, CFA – PPM America (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

Melissa Binder, CFA – PPM America (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 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

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

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

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

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

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

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

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