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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

Cheryl A. Bozich, CFA – BondCliQ
Douglas M. Jackman, CFA, – Thomas White International, Ltd. (Co-Chair)
Christopher S. Miceika, CFA – PNC (Co-Chair)
Charles Rabus – Grandview Analytics
Chris Vincent, CFA – CFA Society Chicago (CEO)

CFA Women’s Network

Linda Abu Mushrefova, CFA – Morningstar
Rebecca Hsu Ahern, CFA – JPMorgan Asset Management
Nizida M. Arriaga, CFA – Wespath
Lorena Cabezas – Ninety One
Alexandra Paige Cumings, CFA – Morningstar Investment Management LLC
Sampada Suresh Dali, CFA
Deborah Bielicke Eades, CFA – Vedder Price PC
YIFU Yifu FENG, CFA – Hilco
Xinyue Ge
Erin M. Keifer, CFA – KPMG
Adriana Elizabeth Kille, CFA – HSBC Bank
Kelly Lavieri – Zuckerman Investment Group
Crystal K. McClenthen, CFA – Northern Trust Asset Management
Juan Luis Solis Robles – Protiviti

Communications

Douglas M. McGraw, CFA – Morningstar Investment Management LLC (Co-Chair)
Jeffery A. Tryka, CFA – Lambert & Co. (Co-Chair)
Arijan Arslani, CFA – Busey
Zachary Zunker Brown, CFA – US Department of the Treasury
Alexandra Paige Cumings, CFA – Morningstar Investment Management LLC
Sampada Suresh Dali, CFA
Matthew Deveraux – Northern Trust
Todd William Eklund, CFA – Klaas Financial Asset Advisors
Yifu Feng, CFA – Hilco
Xinyue Ge
R. Dale Hall, CFA – Society of Actuaries
Alexander Kummerer, CFA – Seaport Research Partners
Cynthia Ann McLaughlin – American Association of Individual Investers
Lisa A. Radomski, CFA – Morgan Stanley
Peter Vinzani, CFA

Distinguished Speaker Series

Arthur Olunwa, CFA – PNC (Co-Chair)
Nicholas A. Vassilos, CFA – Charles Schwab (Co-Chair)
Andrew Baker, CFA – RMB Capital Management LLC
Tadd Chessen, CFA – Northwestern University
Michael Fleagle, CFA – Altair Advisers
William Florida, CFA – Advisory Research, Inc.
R. Dale Hall, CFA – Society of Actuaries
Jeremy Heer, Jr, CFA – The University of Chicago
Matthew Kirst, CFA
Li Li, CFA – Org
Cosmin Lucaci-Oprea, CFA – Brownson, Rehmus & Foxworth, Inc.
James Mohan, CFA – DuPage Investment Consultants
Jackie Osenbaugh – Kemper Corporation
Michael H. Rose, CFA
James P. Stirling, CFA – UBS Asset Management
Scott Tapley, CFA – First Mid-Illinois Bank & Trust
Jonathan Woo, CFA – Edward D. Jones & Co.

Education Seminars

Benjamin Allen Johnson, CFA – Morningstar, Inc (Co-Chair)
Blaine Elliot Reed, CFA – Tall Tree Investment Management, LLC (Co-Chair)
Arijan Arslani, CFA – Busey
William James Barritt, CFA – Segall Bryant & Hamill
Sampada Suresh Dali, CFA
Dominic Dalmaso, CFA – Sound Capital Solutions
Neil David – DePaul University
Matthew Deveraux – Northern Trust
Todd William Eklund, CFA – Klaas Financial Asset Advisors
Yifu Feng, CFA – Hilco
Daniel Martin Grana, CFA – The Brattle Group
John Grant, CFA – MassMutual
Gregor Philipp Grünthaler, CFA – PriceWaterHouseCoopers LLP
Gaurav Kumar, CFA – British Petroleum North America Inc
Matthew Charles Laufenberg, CFA – Lindberg Financial Group
Robert Jeffery Linden, CFA
Cynthia Ann McLaughlin – American Association of Individual Investers
Jonathan Morris – Northern Trust Asset Management
Matthew Christopher Morris, CFA – UBS
Sridip Mukhopadhyaya, CFA – Forvis, LLP
Uwe Schillhorn, CFA – NSS Lending
Bradley Howard Schneider, CFA – Northern Trust Asset Management
Chad Michael Schultz, CFA – BP
David C. Sekera, CFA – Morningstar, Inc
Lee Kim Souter, CFA – FactSet
Monique Srivastava Thanos, CFA – Lukka
Joshua Walker, CFA – Broadridge Financial
Qingquan Michael Zhang, CFA – Zacks Investment Management

Membership Engagement

Melissa Binder, CFA – PPM America, Inc. (Co-Chair)
Leon Zeng, CFA – Morningstar, Inc (Co-Chair)
Joseph H. Grandis, CFA – Aon
Deborah L. Koch, CFA – Northern Trust
Larry Lonis, CFA – Bank of America
Maura J. Murrihy, CFA – CFA Institute
Lisa A. Radomski, CFA – Morgan Stanley
Lee Souter, CFA – FactSet
Aaron Taylor, CFA – Chilmark Partners LLC

Professional Development

Jeffrey Feeney, CFA – UBS Americas Holding LLC – Corporate Center (Co-Chair)
Carla Norfleet Taylor, CFA – Fitch Ratings (Co-Chair)
Bradford S. Adams, CFA
Olsi Bandula, CFA – Protiviti
Matthew Brackmann, CFA – Perritt Capital Management
Anne Durkin, CFA – Mainstreet Investment Advisors, LLC
John F. Ide, CFA – Star Mountain Capital
Spencer Kelly, CFA – Magnetar Capital LLC
Camron Knight – Hampton University
Li Li, CFA – Org
Adith Noronha, CFA – Desai Capital Management
Richard Tauber, CFA – National Investment Service
Zachary Terzich, CFA – Elementum Advisors, LLC
Catherine Witeck, CFA – AMP Capital Investors (US) Limited

Social Events

Benjamin Becker, CFA – Goldman Sachs (Co-Chair)
Jennifer McNicholas, CFA – BMO Wealth Management (Co-Chair)
Olsi Bandula, CFA – Protiviti
Taylor Champion, CFA – Byline Bank
Bryce Goldbach, CFA – Goldman Sachs
Michael Schroeder – Sudrania Fund Services
Andrew Speight, CFA – Goldman Sachs
Neil Zhang – UBS Asset Management