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

Kristan Rowland, CFA (Co-Chair) William Blair & Company
Melissa Binder, CFA (Co-Chair) The Marco Consulting Group
Wonee Janet Dougherty, CFA JP Morgan
Walid Fikri, CFA William Blair & Company
Timothy Holt, CFA Investment Mgmt Consulting Group
Douglas Jackman, CFA Thomas White International Ltd.
Andrew Lindblom, CFA Vivaldi Capital Management
Josh Mangoubi, CFA  
Stephen Moy, CFA  
Alex Schneider, CFA William Blair & Company
Aaron Temple, CFA RSM US
Nicholas Vassilos, CFA Morningstar

 

CFA Women’s Network

Linda Ruegsegger, CFA (Chair) Chicago Equity Partners
Kerry Jordan, CFA D’Orazio Capital Partners
Jenifer Aronson, CFA Mosaic Fi
Karen Alexander, CFA Institutional Capital
Pamela Brill, CFA  
Kathy Buck, CFA Fidelity
Jennika Gold, CFA FactSet
Patricia Halper, CFA Chicago Equity Partners
Sarah Jamieson, CFA  
Krista McLeod, CFA Silverpath Capital Management
Mary Catherine Mortell, CFA  
Maura Murrihy, CFA  
Kristine O’Keefe, CFA JP Morgan
Madelyn Pavlic, CFA William Blair & Company
Joan Rockey, CFA Castleark Management
Kelly Scheltens, CFA Grant Thornton LLP
Kanchana Suresh, CFA Northern Trust
Tess Watson Northern Trust
Tanya Williams, CFA  
Marie Winters, CFA Northern Trust
Miranda Yu, CFA Guggenheim
Susan Zeeb  

 

Communications

Brett Bina, CFA (Co-Chair) Berenberg Asset Management
Peter Vinzani, CFA (Co-Chair)  
Brad Adams, CFA  
Thomas Bernardi, CFA Bernardi Securities, Inc.
John Brick, CFA  
Zachary Brown, CFA Milliman Inc.
Michael Campagna, CFA Duff & Phelps
Chris Fry DePaul University
Rida Iqbal  
Michael Kline, CFA  
Sandra Krueger, CFA  
Tara Liceaga Institutional Capital
Charles McGrath, CFA  
Cynthia McLaughlin Invesco
Eric McGowan, CFA  
Richard Schiller, CFA RW Baird
Mark Toledo, CFA Chicago Partners
Aldo Vultaggio, CFA Capstone Financial
Susan Zeeb

 

Distinguished Speaker Series

Andrew Baker, CFA (Co-Chair)
Sunitha Thomas, CFA (Co-Chair) Northern Trust
Syed Hussain Abbas Akbari, CFA Morningstar
Christopher Ashbee, CFA Chicago Equity Partners
Patrick Bourbon D’Ingrande, CFA Promanage, LLC
Pablo Brezman Cohen JCDecaux
Pamela Brill, CFA  
Shivani Choudhary Ashland Partners & Company LLP
Jing Dai  
Luke Denlinger Northern Trust
Jeff Doblin Tethys Partners
Peter Erin, CFA MSCI
James Franke, CFA Rothschild Investment Corporation
Anshu Ghodawat  
Michael Honeycutt, CFA High Tower
Phillip Huber, CFA Huber Financial
Aditi Jain, CFA GE Capital
Robert Knezevic, CFA Susquehanna International Group
Anand Krishnakumar, CFA William Blair & Company
Sandra Krueger, CFA  
Brian Langenberg, CFA Langenberg & Company
Cosmin Lucaci-Oprea, CFA Brownson, Rehmus & Foxworth, Inc.
Eric Mandall, CFA BMO Global Asset Management
Sonya Morris, CFA Harbor Capital Advisors
Mary Catherine Mortell, CFA  
Daniel Natale, CFA  
John Nelson, CFA Mesirow Financial
Jeff Nevins, CFA RBC Global Asset Management
Jon Newsome, CFA Sandler O’Neill and Partners
Alan Papier, CFA Nuveen Investments
Kenny Parzgnat, CFA GCM Grosvenor
Kevin Ross, CFA Advisory Research Inc.
Gordon Scott, CFA  
Sebastian Sierotnik, CFA  
M Nicholas Sims, CFA William Blair & Company
Anthony Sorrentino 50 South Capital
Amanda Stilmock, CFA JPMorgan Asset Management – Institutional Americas
James Stirling, CFA UBS Financial Services Inc.
Gaal Surugeon Oppenheimer
John Valentino, CFA UBS
Nicholas Vassilos, CFA Morningstar
Aaron Vaughn, CFA Mid-Continent Capital
David Wang, CFA Morningstar
Michelle Ward, CFA Morningstar
David Watkins, CFA SHA Capital Partners
Steven Wittwer, CFA Great Lakes Advisors, LLC
David Worniak, CFA Northern Trust
Mikhail Zarkh, CFA Allstate

 

Education Seminars

Andy Feltovich, CFA (Co-Chair) Northern Trust
Miranda Yu, CFA (Co-Chair) Guggenheim Partners
Suleyman Ahmad KPMG
Nasri Ashkar, CFA Baker & McKenzie
Edidiong Attang Illinois Institute of Technology
Elena Black, CFA Opportunity International
Pamela Brill, CFA  
Allyson Buckles, CFA Ashland Partners & Company LLP
Shivani Choudhary Ashland Partners & Company LLP
James Daley, CFA Morningstar
Yeshaya (Shai) Dobrusin, CFA Charles E. Dobrusin & Associates
John Feyerer, CFA Invesco
James Georgantas, CFA  
Garrett Glawe, CFA Standard & Poor’s
John Gleason Pricewaterhouse Copper
Kathy Graham  
Tiffany Greenhouse, CFA MSCI
Lee Hayes, CFA Genesee Investments
Tom Hillman, CFA Credit Suisse
Rida Iqbal  
Ben Johnson, CFA Morningstar
John Joyce, CFA William Blair & Company
Anand Krishnakumar, CFA William Blair & Company
Kiran Kurian Illinois Institute of Technology
Andrew Lindblom Vivaldi Capital Management
Jared Marcus, CFA First Trust Advisors
Adam Mayer, CFA Northern Trust
Charles McGrath, CFA Pensions & Investments
Cynthia McLaughlin Invesco
Matthew Morris UBS Global Asset Management
Robert Mudra, CFA Ocean Tomo
Jeanne Murphy, CFA CFA Institute
Chelsea Nacker Ocean Tomo
Christopher Newman C.N.A
Alan Papier, CFA Nuveen Investments
Kenneth Parzgnat, CFA GCM Grosvenor
Nancy Prial, CFA Essex Investment Management
Nicholas Redmond Oculus Asset Management
Kevin Ross, CFA Advisory Research Inc.
Jason Stevens, CFA  
Richard Swartz  
Jinghui Tang  
Aaron Temple, CFA RSM US
Oliver Thomas, CFA  
Cindy Tsai, CFA Investment Envisioned, Inc.
Luke Von Glan  
Ian Walker, CFA Calamos
Kevin Waspi, CFA University Of Illinois At Urbana-Champaign
Susan Zeeb  

 

Membership Engagement

Gerald Norby, CFA (Co-Chair) William Blair & Company
Aaron Taylor, CFA (Co-Chair) Chilmark Partners
Erik Baaske, CFA Northern Trust
Joseph Grandis, CFA Mesirow
Sitaram Gundapaneni Northern Trust
Dillion Hoover  
Brian Langenberg, CFA Langenberg & Company
William Lee, CFA  
John Mariscalco, CFA Main Street Advisors
Sam Mehta, CFA Virtue Asset Management
James Meixner, CFA Robert Baird
Maura Murrihy, CFA  
Chelsea Nacker Ocean Tomo
Tchapo Napoe, CFA WEC Energy Group
Jonathan Pham, CFA KPMG
Mahendra Nadha Reddy  
Kelly Scheltens, CFA Grant Thornton LLP
Rebecca Smith, CFA Southernsun Asset Management
Sowjanya Somireddy  
James Van Osten  
Ryan Vaughn, CFA Aegon Asset Management
Evgeny Vostretsov, CFA MBA Candidate at Chicago Booth
Kevin Waspi, CFA University Of Illinois At Urbana-Champaign

 

Professional Development

Shai Dobrusin, CFA (Co-Chair) Charles E. Dobrusin & Associates Ltd.
William Fitzpatrick, CFA (Co-Chair) Manulife Asset Management
Syed Hussain Abbas Akbari, CFA Morningstar
Chris Abraham, CFA CVA Investment Management
Brad Adams, CFA  
William Anderson, CFA  
Cindy Anggraini  
Jenifer Aronson, CFA Mosaic Fi
Nasri Ashkar, CFA Baker & McKenzie
Edidiong Attang  
Joseph Besch  
Jay Christopher Bullie, CFA Fitch Ratings
James Daley, CFA Morningstar
Pratik Doshi, CFA  
Anne Durkin, CFA Main Street Advisors
DiJson Evans, CFA Illinois State Board of Investment
Andrew Feltovich, CFA Northern Trust
Alek Gasiel, CFA Northern Trust
Anshu Ghodawat  
Tyler Glover, CFA William Blair & Company
Samantha Grant, CFA Mesirow
Timothy Greive, CFA Kaplan
Daniel Harris, CFA  
John Ide, CFA JP Morgan Asset Management
Jiayao Jiang  
Spencer Kelly CAN
Andrey Kochetov, CFA US Bank
Kiran Kurian Illinois Institute of Technology
Tara Liceaga Institutional Capital
John Mariscalco, CFA Main Street Advisors
Joe Maule Northern Trust
Michael McNeil Huron Consultin`
Sam Mehta, CFA Virtue Asset Management
Amir Moaiery, CFA Federal Reserve Bank of Chicago
Lotta Moberg William Blair & Company
Jon Newsome, CFA Sandler O’Neill and Partners
Adith Noronha Desai Capital Management
Riley O’Neal, CFA Brookfield
Kenneth Parzgnat, CFA GCM Grosvenor
Mahendra Nadha Reddy  
Kevin Ross, CFA Advisory Research Inc.
Umed Saidov, CFA  
Chenjie Sang DePaul University
Naved Siddiqui, CFA Thomas White International
Sowjanya Somireddy  
Michael Sullivan, CFA  
Rick Tauber, CFA Morningstar
George Uribe  
John Valentino, CFA UBS
Ryan Vaughn, CFA Aegon Asset Management
Marcus Velasco, CFA Nuveen
Luke Von Glan  
Ian Walker Calamos

 

Social Events

Mark Cichra, CFA (Co-Chair) Kemper
Taylor Champion, CFA (Co-Chair) US Trust
Suleyman Ahmad KPMG
Cindy Anggraini  
Ken Blickenstaff, CFA Geneva Advisors
Pablo Brezman Cohen JCDecaux
John Brick, CFA  
Andrew Bushey, CFA Skyline Asset Management, LP
Matthew Copeland, CFA UBS Global Asset Management
Christopher DeMale, CFA NFP Retirement
Peter Erin, CFA MSCI
DiJson Evans, CFA Illinois State Board of Investment
Chris Fry  
Adan Galvan, CFA Ativo Capital Management
James Georgantas, CFA Boyd Watterson Asset Management
Ahmet Guder, CFA Northern Trust
Rishabh Halakhandi, CFA Thomas White International, Ltd.
Michael Honeycutt, CFA High Tower
Dillion Hoover, CFA  
Aditi Jain, CFA GE Capital
William Lee, CFA Neuberger Berman
Dan Lekan, CFA  
Jian Li, CFA Morningstar
Christopher Lozynski, CFA The TLP Group, LLC
Colin MacLean, CFA BMO Harris Bank
Mario Manfredi First Trust Advisors
Sarah Mascarenhas, CFA Mondelez
Eric McGowan, CFA  
Matthew McLaughlin, CFA William Blair & Company
Kimberly Merchant, CFA BMO Harris Bank
Daniel Natale, CFA  
Zachary Rosenstock, CFA Segall Bryant & Hamill
Mateusz Rudzinski JP Morgan Chase
Hisham Sayeedi, CFA Northern Trust
Kelly Scheltens, CFA Grant Thornton LLP
Zhongtian Sheng  
Kathryn Steiner, CFA William Blair & Company
Nicholas Tan, CFA