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 |
