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
Chris Vincet, CFA – CFA Society Chicago (Chair) Melissa Binder, CFA – PPM America, Inc. Matthew Brady, CFA – William Blair & Co Douglas Jackman, CFA – Thomas White International Ltd. Christopher Miceika, CFA – PNC Jim Mohan, CFA – DuPage Investment Consultants Stephen Moy, CFA

Annual Dinner

Chris Vincet, CFA – CFA Society Chicago (Chair)
Melissa Binder, CFA – PPM America, Inc.
Matthew Brady, CFA – William Blair & Co
Douglas Jackman, CFA – Thomas White International Ltd.
Christopher Miceika, CFA – PNC
Jim Mohan, CFA – DuPage Investment Consultants
Stephen Moy, CFA

CFA Women’s Network
Tiffany Greenhouse, CFA – MSCI (Co-Chair) Christine Tinker, CFA – Northern Trust Corporation (Co-Chair) Jenifer Aronson, CFA – Mosaic Fi Jiaying Bao, CFA – MAZARS USA LLP Pamela S. Brill, CFA Andria Canel, CFA – NorthShore University HealthSystem Katharine Cardwell – University of Lisbon’s Graduate School Ariel Clayborn – University of Arizona Global Campus Christina M. De Giuseppe, CFA – UBS Tiffany Greenhouse, CFA – MSCI Lisa Wilhelm Haag, CFA Emily Hahn – Telemus Capital, LLC Kelly Lavieri – Zuckerman Investment Group Li Li, CFA – Org Elizabeth Ann Martinez, CFA – Bank of America Private Bank Kelsey Lynn Renfro, CFA – Northern Trust Asset Management Angel Camille Rodgers – Morningstar Investment Services Monique K Thanos, CFA – Kabouter Management

CFA Women’s Network

Tiffany Greenhouse, CFA – MSCI (Co-Chair)
Christine Tinker, CFA – Northern Trust Corporation (Co-Chair)
Jenifer Aronson, CFA – Mosaic Fi
Jiaying Bao, CFA – MAZARS USA LLP
Pamela S. Brill, CFA
Andria Canel, CFA – NorthShore University HealthSystem
Katharine Cardwell – University of Lisbon’s Graduate School
Ariel Clayborn – University of Arizona Global Campus
Christina M. De Giuseppe, CFA – UBS
Tiffany Greenhouse, CFA – MSCI
Lisa Wilhelm Haag, CFA
Emily Hahn – Telemus Capital, LLC
Kelly Lavieri – Zuckerman Investment Group
Li Li, CFA – Org
Elizabeth Ann Martinez, CFA – Bank of America Private Bank
Kelsey Lynn Renfro, CFA – Northern Trust Asset Management
Angel Camille Rodgers – Morningstar Investment Services
Monique K Thanos, CFA – Kabouter Management

Communications
Douglas M. McGraw, CFA – Morningstar Investment Management, LLC (Co-Chair)
Jeffery A. Tryka, CFA – Lambert & Co. (Co-Chair)
Bradford S. Adams, CFA
R. Dale Hall, CFA – Society of Actuaries
Cynthia Ann McLaughlin, CFA – OneAmerica Financial Partners, Inc.
Richard Charles Schiller, CFA – Pavlic Investment Advisors
Peter Vinzani, CFA

Communications

Douglas M. McGraw, CFA – Morningstar Investment Management, LLC (Co-Chair)

Jeffery A. Tryka, CFA – Lambert & Co. (Co-Chair)

Bradford S. Adams, CFA

R. Dale Hall, CFA – Society of Actuaries

Cynthia Ann McLaughlin, CFA – OneAmerica Financial Partners, Inc.

Richard Charles Schiller, CFA – Pavlic Investment Advisors

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.

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 Johnson, CFA – Morningstar, Inc (Co-Chair) Lotta Moberg, CFA – William Blair (Co-Chair) Christian Barron, CFA – LQD Business Finance Neil David – DePaul University Daniel Grana, CFA – The Brattle Group Tiffany Greenhouse, CFA – MSCI Li Li, CFA – Org Cynthia McLaughlin, CFA – OneAmerica Financial Partners, Inc. Jonathan Morris – Northern Trust Blaine Reed, CFA – Tall Tree Investment Management, LLC Bradley Schneider, CFA – Northern Trust David C. Sekera, CFA – Morningstar, Inc Lee Souter, CFA – FactSet Monique K Thanos, CFA – Kabouter Management

Education Seminars

Benjamin Johnson, CFA – Morningstar, Inc (Co-Chair)
Lotta Moberg, CFA – William Blair (Co-Chair)
Christian Barron, CFA – LQD Business Finance
Neil David – DePaul University
Daniel Grana, CFA – The Brattle Group
Tiffany Greenhouse, CFA – MSCI
Li Li, CFA – Org
Cynthia McLaughlin, CFA – OneAmerica Financial Partners, Inc.
Jonathan Morris – Northern Trust
Blaine Reed, CFA – Tall Tree Investment Management, LLC
Bradley Schneider, CFA – Northern Trust
David C. Sekera, CFA – Morningstar, Inc
Lee Souter, CFA – FactSet
Monique K Thanos, CFA – Kabouter 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

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

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 – WisdomTree Asset Management (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

Social Events

Benjamin Becker, CFA – WisdomTree Asset Management (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