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 (Chair) PPM America
Cara Esser, CFA Mesirow Financial
Timothy 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 (Co-Chair) MSCI
Christine Tinker, CFA (Co-Chair) Northern Trust
Jenifer Aronson, CFA Mosaic Fi
Pamela Brill, CFA
Annie Chen, CFA BOA Merrill Lynch
Lisa Davenport, CFA
Claudia Jones, CFA
Kerry Jordan, CFA D’Orazio Capital Partners
Elizabeth Martinez BMO Financial Group
Crystal McClenthen, CFA Nuveen
Miriam Olson, CFA
Arthur Olunwa, CFA Exelon Corporation
Madelyn Pavlic, CFA William Blair & Company
Alexandra Pollack CFA Northern Trust
Kelsey Renfro (Hanna), CFA Chicago Equity Partners
Joan Rockey, CFA Castleark Management
Linda Ruegsegger, CFA Northern Trust
Elizabeth Stack (Rutkowski), CFA Nuveen
Sandra Thoms, CFA
Kelsey Tsai, CFA Morningstar
Karla Vazquez Northern Trust
Amanda Vazzano (Reynolds), CFA GCM Grosvenor
Lisa Wilhelm Haag, CFA
Marie Winters, CFA Northern Trust
Miranda Yu, CFA Guggenheim
Susan Zeeb

 

Communications

Brett Bina, CFA (Co-Chair) Berenberg Asset Management
Richard Schiller, CFA (Co-Chair) Robert W. Baird
Brad Adams, CFA
Thomas Bernardi, CFA Bernardi Securities, Inc.
John Brick, CFA
Zachary Brown, CFA Milliman Inc.
Michael Campagna, CFA Duff & Phelps
Bob Cohen, CFA
Robert Fogarty DWS
Chris Fry DePaul University
Austin Galm
Houston Heizer CME
Rida Iqbal
Michael Kline, CFA
Brian Kopinski, CFA Harris Associates
Sandra Krueger, CFA
Tara Liceaga Institutional Capital
Charles McGrath, CFA
Cynthia McLaughlin Invesco
Eric McGowan, CFA
Arthur Olunwa, CFA Exelon Corporation
Mark Toledo, CFA Chicago Partners
Pete Vinzani, CFA
Aldo Vultaggio, CFA Capstone Financial

 

Distinguished Speaker Series

Andrew Baker, CFA (Co-Chair)
Jeremy Heer, CFA (Co-Chair) The University of Chicago Office of Investments
Syed Hussain Abbas Akbari, CFA Morningstar
Christopher Ashbee, CFA Chicago Equity Partners
Tanya Baja NexTier
Patrick Bourbon D’Ingrande, CFA Promanage, LLC
Pablo Brezman Cohen JCDecaux
Pamela Brill, CFA
Stephen Bringardner BlackRock / Miami University
Clay Carter CFA William Blair
Shivani Choudhary Ashland Partners & Company LLP
Luke Denlinger Northern Trust
Jeff Doblin, CFA Tethys Partners
Peter Erin, CFA MSCI
James Franke, CFA Rothschild Investment Corporation
Houston Heizer CME
Robert Knezevic, CFA Susquehanna International Group
Brian Kopinski CFA Harris Associates
Anand Krishnakumar, CFA William Blair & Company
Cosmin Lucaci-Oprea, CFA Brownson, Rehmus & Foxworth, Inc.
Eric Mandall, CFA BMO Global Asset Management
Braham Mehta BNY Mellon
Jim Mohan, CFA Oak Ridge Investments
Jon Newsome, CFA Sandler O’Neill and Partners
Arthur Olunwa, CFA Exelon Corporation
Alan Papier, CFA Nuveen Investments
Kenny Parzgnat, CFA GCM Grosvenor
Gordon Scott, CFA
Sebastian Sierotnik, CFA
M Nicholas Sims, CFA William Blair & Company
James Stirling, CFA UBS Financial Services Inc.
Gaal Surugeon Oppenheimer
Sunitha Thomas, CFA Northern Trust
Nicholas Vassilos, CFA Morningstar
Aaron Vaughn, CFA Mid-Continent Capital
David Watkins, CFA SHA Capital Partners
David Worniak, CFA Northern Trust
Mikhail Zarkh, CFA Allstate
Xing Xu, CFA

 

Education Seminars

Richard Excell, CFA (Co-Chair) Wolverine Asset Management
Miranda Yu, CFA (Co-Chair) Guggenheim Partners
Suleyman Ahmad KPMG
Nasri Ashkar, CFA Baker & McKenzie
Elena Black, CFA Opportunity International
Pamela Brill, CFA
Daryl Brown, CFA
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 S&P Dow Jones Indices
Kathy Graham
Tiffany Greenhouse, CFA MSCI
Houston Heizer CME
Tom Hillman, CFA Credit Suisse
Jeffrey Hoffmeyer, CFA Marquette Associates
Rida Iqbal
Ben Johnson, CFA Morningstar
John Joyce, CFA William Blair & Company
Michael Kalil, CFA DV Trading
Anand Krishnakumar, CFA William Blair & Company
Andrew Lindblom Vivaldi Capital Management
Cynthia McLaughlin Invesco
Victoria Misuna
Lotta Moberg William Blair & Company
Matthew Morris UBS Global Asset Management
Jeanne Murphy, CFA CFA Institute
John Nelson, CFA Mesirow Financial
Christopher Newman C.N.A
Alan Papier, CFA Nuveen Investments
Kenneth Parzgnat, CFA GCM Grosvenor
Nancy Prial, CFA Essex Investment Management
Allyson Rasmussen (Buckles), CFA Ashland Partners
Nicholas Redmond Oculus Asset Management
Bradley Schneider Northern Trust
Jason Stevens, CFA
Cindy Tsai, CFA Investment Envisioned, Inc.
Robert Van Fossan, CFA
Susan Zeeb
Jian Zhang CFA Adam Street Partners

 

Membership Engagement

Gerald Norby, CFA (Co-Chair) William Blair & Company
Aaron Taylor, CFA (Co-Chair) Chilmark Partners
Erik Baaske, CFA Northern Trust
Clay Carter, CFA William Blair
Christine De Giuseppe, CFA UBS
Austin Galm
Garrett Glawe, CFA S&P Dow Jones Indices
Joseph Grandis, CFA Mesirow
Sitaram Gundapaneni Northern Trust
James Meixner, CFA Robert Baird
Chelsea Nacker Ocean Tomo
Tchapo Napoe, CFA WEC Energy Group
Arthur Olunwa CFA Exelon Corporation
Rebecca Smith, CFA Southernsun Asset Management
James Van Osten
Leon Zang Discover Financial

 

Professional Development

Shai Dobrusin, CFA (Co-Chair) Charles E. Dobrusin & Associates Ltd.
Anne Durkin, CFA (Co-Chair) MainStreet Advisors
Chris Abraham, CFA CVA Investment Management
Brad Adams, CFA
William Anderson, CFA
Jenifer Aronson, CFA Mosaic Fi
Daryl Brown, CFA TransUnion
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 Northern Trust
Tyler Glover, CFA William Blair & Company
Samantha Grant, CFA Marquette Associates
Timothy Greive, CFA Kaplan
Daniel Harris, CFA
John Ide, CFA JP Morgan Asset Management
Michael Kalil, CFA DV Trading
Spencer Kelly CNA
Vince Klos, CFA
Andrey Kochetov, CFA US Bank
Brian Kopinski, CFA Harris Associates
Adith Noronha Desai Capital Management
Zachary Patzik, CFA Morningstar
Kevin Ross, CFA Advisory Research Inc.
Bradley Schneider Northern Trust
Naved Siddiqui, CFA Thomas White International
Sowjanya Somireddy
Michael Sullivan, CFA
Rick Tauber, CFA Morningstar
John Valentino, CFA UBS
Thomas Van Spankeren US Trust
Ryan Vaughn, CFA Aegon Asset Management
Luke Von Glan
Catherine Witeck, CFA
Xing Xu, CFA

 

Social Events

Taylor Champion, CFA (Co-Chair) US Trust
Andrew Speight, CFA (Co-Chair) Goldman Sachs
Andrew Bushey, CFA Skyline Asset Management, LP
Matthew Copeland, CFA UBS Global Asset Management
Christopher DeMale, CFA NFP Retirement
Adan Galvan, CFA Ativo Capital Management
Rishabh Halakhandi, CFA Thomas White International, Ltd.
Sara Hostalet, CFA
Colin MacLean, CFA BMO Harris Bank
Kimberly Merchant, CFA BMO Harris Bank
Zachary Rosenstock, CFA Segall Bryant & Hamill
Nicholas Tan, CFA
Zhixiang (Neil) Zhang UBS
Steven Zins CFA US Trust