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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

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

 

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

 

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

 

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