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 |
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| 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 |
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| 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 |
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| 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 |
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| 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 |
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| 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 |
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| 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 |
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| 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 |
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| 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 | |