Volunteer of the Month: May 2017

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Brad Adams, CFA

Longtime member (22 years to be exact!), Brad Adams, CFA, has served on five advisory groups since 2012. In 2014 he also chaired what was previously the Finance Advisory Group. Currently, he is a member of both the Communications and Professional Development Advisory Groups.

Today Brad is being recognized for his efforts on the Communications Advisory Group. Regularly attending meetings and volunteering to be a reporter at the Society’s events, Brad has made a strong contribution to the Communications Committee.

Brad has published seven CFA Society Chicago Blog articles since the launch of the online publication and is scheduled for more. Help us in thanking Brad for attending Society events and keeping members informed!

Job well done! We appreciate all you do for the Society.

Volunteer of the Month: April 2017

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Andy Feltovich, CFA

Since joining CFA Society Chicago in 2012, Andy Feltovich, CFA, didn’t hesitate when it came to answer the call for volunteers. Andy has generously given his time and talents by serving on the Education and Professional Development Advisory Groups.

Andy is currently the Co-Chair for the Professional Development Advisory Group but today’s kudos come from his work on the Education Advisory Group. Andy led a subcommittee that planned, “Investing for the Long-Term” event with top financial leaders including Robert Gordon, Deirdre Nansen McCloskey, Bob Browne, CFA, Rick Rieder, and Francisco Torralba, CFA. The event was moderated by Michele Gambera, CFA, and drew nearly 200 attendees!

Thank you Andy! We appreciate all you do for the Society.

Volunteer of the Month: March 2017

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Spencer Kelly

Thank you to all the dedicated CFA Society Chicago volunteers who give selflessly of their time and talents! This month the Professional Development Advisory Group is recognizing Spencer Kelly.

New Candidate member Spencer Kelly joined the Society in November 2016 and hit the ground running with his volunteer participation. Spencer joined the Professional Development Advisory Group and signed up to help plan Industry Roundtables, one of the Society’s notable member-only events. He worked with a subcommittee to secure 12 roundtable hosts to discuss their respective sectors in the investment industry.

Please join the Society and the Professional Development Advisory Group in thanking Spencer for his contributions.

Volunteer of the Month: February 2017

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Sitaram (Ram) Gundapaneni

CFA Society Chicago would like to send a heartfelt thanks to all of its volunteers who share their time and talents with the Society.  Today, we’re extending a very special “thank you” to Sitaram (Ram) Gundapaneni.  He’s the Membership Engagement Advisory Group’s Volunteer of the Month.

Ram has been a CFA Society Chicago member for more than four years, serving on both the Communications and Membership Engagement advisory groups since joining the Society.  Ram has led a small group of volunteers and organized Welcome Calls to over 500 new members, trained volunteers to make Welcome Calls by holding orientation conference calls, and attended society events to greet new members in attendance. Ram has also prescreened membership applications to be presented to the CFA Society Chicago Board of Directors, taken minutes at the Membership Engagement Advisory Group meetings, and assisted with the CFA Institute Research Challenge hosted by the Society.

Thank you Ram! We’re lucky to have you as a part of our society!

Thank you CFA Society Chicago Volunteers!

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The success of the society is a reflection of the ever-increasing dedication and enthusiasm CFA Society Chicago volunteer advisory group members’ display on a continual basis.

The CFA Society Chicago Board of Directors would like to thank the volunteer members for their contribution to CFA Society Chicago.  We know how valuable one’s free time is, and cannot tell you how much the Board and the entire staff appreciate all of the work you’ve done. We could not do this without the members’ involvement.

Annual Dinner Advisory Group

Kristan Rowland, CFA (Co-Chair), William Blair & Company
Stephen Moy, CFA (Co-Chair)
Melissa Binder, CFA, The Marco Consulting Group
Wonee Janet Dougherty, CFA, JPMorgan
Walid Fikri, CFA, William Blair & Company
Timothy Holt, CFA, Investment Mgmt Consulting Group
Douglas Jackman, CFA, Thomas White International Ltd.
Josh Mangoubi, CFA
Aaron Temple, CFA, RSM US
Bei Wang, CFA, KPMG Capital

 

CFA Women’s Network

Kerry Jordan, CFA (Co-Chair), D’Orazio Capital Partners
Marie Winters, CFA (Co-Chair), Northern Trust
Jenifer Aronson, CFA, Mosaic Fi
Karen Alexander, CFA, Institutional Capital
Kathy Buck, CFA, Fidelity
Patricia Halper, CFA, Chicago Equity Partners
Krista McLeod, CFA, Silverpath Capital Management
Mary Catherine Mortell, CFA
Maura Murrihy, CFA
Joan Rockey, CFA, Castleark Management
TanyaWilliams, CFA
Miranda Yu, CFA, Guggenheim
Susan Zeeb

 

Communications Advisory Group

Brett Bina, CFA (Co-Chair), Berenberg Asset Management
Peter Vinzani, CFA, (Co-Chair)
Brad Adams, CFA
Thomas Bernardi, CFA, Bernardi Securities, Inc.
Zachary Brown, CFA, Milliman Inc.
Michael Campagna, CFA, Duff & Phelps
Chris Fry
Sandra Krueger, CFA
Charles McGrath, CFA
Cynthia McLaughlin, Invesco Powershares Capital Management
Mark Toledo, CFA, Chicago Partners
Kevin Waspi, CFA, University Of Illinois at Urbana-Champain

 

Distinguished Speakers Series Advisory Group

Patrick Bourbon, CFA (Co-Chair), Promanage, LLC
Sunitha Thomas, CFA (Co-Chair), Northern Trust
Christopher Ashbee, CFA, Chicago Equity Partners
Andrew Baker, CFA
Pablo Brezman Cohen JCDecaux
Shivani Choudhary Ashland Partners & Company Llp
Jing Dai
Jeff Doblin, Tethys Partners
Bob Finley, CFA, Virtue Asset Management
James Franke, CFA, Rothschild Investment Corporat
Lila Ling Han, CFA, Aon Hewitt
Michael Honeycutt, CFA, High Tower
Aditi Jain, CFA, GE Capital
Robert Knezevic, CFA, Susquehanna International Group
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
Tim O’Connell
Alan Papier, CFA, Nuveen Investments
Kenny Parzgnat, CFA, GCM Grosvenor
Kevin Ross, CFA, Advisory Research Inc.
Gordon Scott, CFA
M Nicholas Sims, CFA, William Blair
Amanda Stilmock, CFA, J.P. Morgan Asset Management – Institutional Americas
James Stirling, CFA, UBS Financial Services Inc.
William Suess, CFA, Silverpath Capital Management
David Watkins, CFA, SHA Capital Partners
Steven Wittwer, CFA, Great Lakes Advisors, Llc
Paul Yox

 

Education Seminars Advisory Group

Garrett Glawe, CFA (Co-Chair), Standard & Poor’S
Robert Mudra, CFA (Co-Chair), Ocean Tomo
Nasri Ashkar, CFA, Baker & Mckenzie
Edidiong Attang
Elena Black, CFA, Opportunity International
Shivani Choudhary, Ashland Partners & Company LLP
Lawrence Cook, CFA
James Daley, CFA, Morningstar
Yeshaya Dobrusin, CFA, Charles E. Dobrusin & Associates
Andy Feltovich, CFA, Northern Trust
James Georgantas
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
Kiran Kurian
Christopher Lakumb, CFA, Rivernorth Capital Management, Inc.
Adam Mayer, CFA Northern Trust
Charles McGrath, CFA
Cynthia McLaughlin, Invesco Powershares Capital Management
Matthew Morris, UBS Global Asset Management
Jeanne Murphy, CFA, CFA Institute
Christopher Newman C.N.A
Alan Papier, CFA, Nuveen Investments
Kenneth Parzgnat, CFA, GCM Grosvenor
Jonathan Pham KPMG
Nancy Prial, CFA, Essex Investment Management
Allyson Rasmussen, CFA, Ashland Partners
Nicholas Redmond, CFA, Oculus Asset Management
Kevin Ross, CFA, Advisory Research Inc.
Linda Ruegsegger, CFA, Chicago Equity Partners
Richard Swartz
Jinghui Tang
Aaron Temple, CFA, RSM US
Oliver Thomas
Cindy Tsai, CFA, Investment Envisioned, Inc.
Kevin Waspi, CFA, University Of Illinois at Urbana-Champai
Miranda Yu, CFA, Guggenheim Partners
Susan Zeeb

 

Membership Engagement Advisory Group
Maura Murrihy, CFA (Co-Chair)
Aaron Taylor, CFA (Co-Chair), Chilmark Partners
Erik Baaske, CFA, Northern Trust
David Bock, Ernst & Young
Joseph Grandis, CFA, BMO Harris Bank
Sitaram Gundapaneni, Northern Trust
Dillion Hoover
Brian Langenberg, CFA, Langenberg & Company
William Lee, CFA
John Mariscalco, CFA, Main Street Advisors
James Meixner, CFA, Robert Baird
Gerald Norby, CFA, William Blair & Company
Jonathan Pham, KPMG
Rebecca Smith, CFA, SouthernSun Asset Management
James Van Osten
Evgeny Vostretsov, CFA
David Walters, CFA, PFM Asset Management LLC
Kevin Waspi, CFA, University of Illinois at Urbana-Champain

 

Professional Development Advisory Group 
Jenifer Aronson, CFA (Co-Chair), Mosaic Fi
Andrew Feltovich, CFA (Co-Chair), Northern Trust
Chris Abraham, CFA, CVA Investment Management
Brad Adams, CFA 
William Anderson, CFA 
Nasri Ashkar, CFA, Baker & Mckenzie
Edidiong Attang 
Joseph Besch 
Jay Bullie, CFA, Fitch Ratings
Jim Daley, CFA, Morningstar
Yeshaya Dobrusin, CFA, Charles E. Dobrusin & Associates Ltd.
Pratik Doshi, CFA 
Anne Durkin, CFA, Main Street Advisors
William Fitzpatrick, CFA, Manulife Asset Management
Alek Gasiel, CFA, Northern Trust
Tyler Glover, CFA, William Blair & Company
Samantha Grant, CFA, Mesirow
Timothy Greive, CFA, Kaplan
Daniel Harris, CFA 
John Ide, CFA, J.P. Morgan Asset Management
Jiayao Jiang 
Spencer Kelly, CAN
Andrey Kochetov, CFA, US Bank
Kiran Kurian 
John Mariscalco, CFA, Main Street Advisors
Joe Maule, Northern Trust
Kenneth Parzgnat, CFA, GCM Grosvenor
Thanh Pham, CFA, Associated Bank
Kevin Ross, CFA ,Advisory Research Inc.
Umed Saidov, CFA 
Chenjie Sang 
Naved Siddiqui, CFA, Thomas White International
Michael Sullivan, CFA 
Rick Tauber, CFA, Morningstar
Marcus Velasco, CFA, Nuveen
Hee-Jin Yi, CFA, US Bank

 

Social Events Advisory Group 
Mark Cichra, CFA (Co-Chair), Kemper
Colin MacLean, CFA (Co-Chair), BMO Harris Bank
Ken Blickenstaff, Geneva Advisors
David Bock, Ernst & Young
Pablo Brezman Cohen, JCDecaux
Andrew Bushey, CFA, Skyline Asset Management, LP
Taylor Champion, CFA, US Trust
Matthew Copeland, UBS Global Asset Management
Christopher DeMale, CFA, NFP Retirement
Chris Fry 
Adan Galvan, CFA, Ativo Capital Management
James Georgantas, CFA,  Boyd Watterson Asset Management
Ahmet (Tolga) Guder, Northern Trust
Rishabh Halakhandi, CFA, Thomas White International, Ltd.
Dillion Hoover 
Michael Honeycutt, CFA, High Tower
Kyle Hutchins, SG Capital Management
Aditi Jain, CFA, GE Capital 
Dan Lekan, CFA 
William Lee, CFA, Neuberger Berman
Jian Li, CFA, Morningstar
Christopher Lozynski, CFA The Tlp Group, Llc
Mario Manfredi, First Trust Advisors
Matthew McLaughlin, CFA, William Blair
Kimberly Merchant, CFA, BMO Harris Bank
Daniel Natale, CFA 
Zachary Rosenstock, CFA, Segall Bryant & Hamill
Mateusz Rudzinski, JP Morgan Chase
Hisham Sayeedi, Northern Trust
Naved Siddiqui, Thomas White International
Nicholas Tan, CFA 
Bei Wang, CFA 
Seth Williams, Fitch Ratings