Volunteer of the Month: August 2018

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       Kevin Ross, CFA

Kevin Ross, CFA, has been a CFA Society Chicago member since 2009 and served on several advisory groups including Education, Distinguished Speaker Series and Professional Development.

This month Kevin is being recognized for his efforts with the Professional Development Advisory Group.  Kevin has served as a mentor for the Society’s Mentorship Program since the inception of the revamped program. This summer Kevin has taken a lead role with the Mentorship Program and elevated it by researching and securing a speaker to present a 90-minute session on what it takes to establish a strong mentoring experience. This session will be available to the broader membership in late October accessible via the Society’s website.

Kevin, thank you on a job well done!

Volunteer of the Month: May 2018

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Richard Schiller, CFA, CPA

Thank you to all the dedicated CFA Society Chicago volunteers who give selflessly of their time and talents! This month the Communications Advisory Group is recognizing Richard Schiller, CFA, CPA.

Dick has been a member of the Society for two years and joined the Communications Advisory Group. His role as an equity research associate with Robert W. Baird has made him a great fit for the committee. Dick has been an active member of the group since he joined, volunteering to attend various Society events and contributing to the CFA Society Chicago blog. Events he has written about include the Distinguished Speaker Series luncheons featuring Donald Wilson (DRW) and Gary P. Brinson, CFA (The Brinson Foundation) along with the Society’s 31st Annual Dinner which featured David Rubenstein, founder of The Carlyle Group, as the keynote speaker.

He regularly attends advisory group meetings and has been a great source of ideas for both the blog and the new website. Thank you for all your work!

Volunteer of the Month: April 2018

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Garrett Glawe, CFA

This month’s Volunteer of the Month is Garrett Glawe, CFA, Director of Asset Owners Channel for the Central Region at S&P Dow Jones Indices. Garrett has volunteered with CFA Society Chicago for many years in several capacities, including as co-chair of the Education Advisory Group and by teaching financial literacy as a member of the Membership Engagement Advisory Group.

During his tenure as co-chair of the Education Advisory Group, Garrett was instrumental in organizing and securing sponsorship for the group’s Active vs. Passive event featuring Nobel Laureate Eugene Fama, which set a new CFA Society Chicago record for attendance with over 400 attendees (excluding the Annual Dinner). Although he is no longer a co-chair, Garrett is still an active member of the Education Advisory Group. Most recently, he assisted with its Corporate Governance event by developing the event format and securing several speakers.

Garrett also serves as a valuable resource for coaching and mentoring new volunteers and aspiring leaders within CFA Society Chicago.

Great job Garrett, keep up the good work!

Volunteer of the Month: February 2018

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This month’s Volunteer of the Month is recognized for her efforts on both the Communications and Education Seminars Advisory Groups. Rida Iqbal is a Level III Candidate in the CFA Program. She holds a bachelor’s degree in applied accounting from Oxford Brooks University and is an analyst, consultant, and auditor for firms including Big 4 member Ernst & Young.

Rida is a longtime volunteer and contributor to the Education Advisory Group (EAG). She has served the advisory group by taking meeting minutes and offering assistance with several of the group’s programs. Most notably, she served as research assistant and helped with the Practitioner Demand Driven Academic Research Initiative (PDDARI). Rida also has a commitment to keeping CFA Society Chicago members informed by serving as an event reporter. She has written several articles for the CFA Society Chicago Blog.

Thank you Rida for everything that you do!

Volunteer of the Month: December 2017

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Amir Moaiery, CFA

CFA Society Chicago would like to recognize Amir Moaiery, CFA, for his contributions with the Society’s Industry Roundtables event and the Job Seekers Forum. Today, Amir Moaiery is the Professional Development Advisory Group’s Volunteer of the Month.

Amir has been a CFA Society Chicago member for more than two years and joined the advisory group in July 2017. He worked with a small group of volunteers that planned the Society’s Industry Roundtablesa member-only event where table hosts discuss their respective sectors in the investment industry. Amir has also been involved in ensuring facilitators of the Job Seekers Forum are prepared to lead discussions by updating the Job Seekers Facilitator Guide with current tips and best practices.

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

 

Volunteer of the Month: November 2017

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       Erik Baaske, CFA

Erik Baaske, CFA, is 2nd Vice President, Team Lead HFS Poseidon FX at Northern Trust. Erik joined the Membership Engagement Advisory Group in 2016. Shortly after joining the group, Erik presented an idea of expanding its outreach initiatives by conducting information sessions for summer interns at local financial institutions. He then planned and coordinated a session at Northern Trust this past summer where current CFA Society Chicago Chairman, Marie Winters, CFA, and CEO, Shannon Curley, CFA, spoke to 30 interns.

Erik is also a part of a small group that make calls to new members that join the Society. He places calls to welcome new members, shares information about CFA Society Chicago events, the use of function tickets and shares the benefits of serving on an advisory group. Additionally, Erik served as a panelist for the July 13, 2017 CFA Exam and Candidate Information Session.

CFA Society Chicago is grateful to volunteers like Erik Baaske for promoting the charter and making it possible to serve our members with the highest quality programming.

Volunteer of the Month: June 2017

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Andrew Bushey, CFA

Andrew Bushey, CFA

The Social Events Advisory Group is tasked with organizing relaxing, entertaining, and networking-oriented events that will appeal to the Society’s diverse membership. Andrew has been actively involved on the advisory group since 2016 and is part of a core group of members thinking outside the box when planning social events.

Today Andrew is being recognized for his efforts with the Society’s kickball team. Since the inception in summer 2014, Andrew has played every year on the team and will be serving as team captain when the summer league starts later this month.

Help us in thanking Andrew for taking his advisory group duties to the next level and making the Society champions on the field!

We appreciate all you do for the Society Andrew!

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.