2017-2018 Advisory Group Co-Chairs

 

ACADEMIC DIVISION

           EDUCATION SEMINARS
          

Andy Feltovich, CFA
Northern Trust

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Andy Feltovich, CFA is a Vice President in Northern Trust's Global Risk Management function. His team is responsible for independently validating the Bank's models for consistency with industry best practices and regulatory expectations. Prior to joining Northern Trust in 2016 Andy held positions at KPMG, The Federal Reserve Bank of Chicago, TransUnion, and HSBC.

He holds a BA in Political Science from Southern Illinois University at Carbondale and a MA in Economics from the University of Illinois at Chicago. He also holds the Chartered Financial Analyst (CFA) and Professional Risk Manager (PRM) designations, as well as four programming and statistical modeling certifications from the SAS Institute. He is currently a student in DePaul University's Financial Planning Certificate program as well as a Chartered Alternative Investment Analyst (CAIA) Level 1 candidate. He is an active member of the Executives Club of Chicago, the Chicago Council on Global Affairs, and Toastmasters International.
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Miranda Yu, CFA
Guggenheim Partners

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Miranda Yu, CFA, FRM, manages and monitors $8 to $10 billion in assets consisting of fixed income securities, hedge funds, private equities, structured securities of leveraged equity portfolios at Franklin Monroe Administrative Services. Prior to this, she worked as portfolio analyst at Guggenheim Partners, LLC from 2004 to 2013. Miranda has extensive background in investment, finance, and accounting as she began her career at Chicago Title & Trust Company and Heller Financial, Inc.

Miranda is a CFA charter holder and has also earned FRM, MBA, and CPA designations. In addition, Miranda is a Board Member of Chicago Northwest Suburban Chinese School in Palatine. And, she is an active volunteer with CFA Society Chicago - Education Advisory Committee since 2013.

Mr. Mudra holds a Master of Business Administration degree with a concentration in Finance from Northern Illinois University and a Bachelor of Science in Business, cum laude, majoring in Energy Management, from Eastern Illinois University.
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           DISTINGUISHED SPEAKER SERIES
          

Andrew Baker, CFA
RMB Capital Management

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Andy Baker is a Partner and Portfolio Manager at RMB Capital, an investment advisor headquartered in Chicago, IL with over $6.5 billion in assets under management. Andy leads RMB's third party manager selection and asset allocation business, is the Portfolio Manager of its internal multi-strategy hedge funds and sits on the firm's Investment Committee. Prior to joining RMB in 2008, Andy spent six years at Northern Trust, first working with third party investment managers and later with Northern's institutional investment clients. He graduated with a BA in Economics and Spanish from Washington University in St. Louis and received his MBA with concentrations in Finance, Accounting, Management and Strategy, and Marketing from the Kellogg School of Management at Northwestern University. Andy is also a CFA charterholder.
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Sunitha Thomas, CFA
Northern Trust Company

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Sunitha advises clients on investment policy, asset allocation, portfolio construction, and manager and security selection. Sunitha has 20 years of investment experience and her clients include business owners, multigenerational wealth owners and corporate executives. Sunitha serves on Northern's Investment Policy committee which formulates firm wide tactical asset allocation policy and on Northern's Investment Advisory Committee which evaluates all investment solutions for wealth management clients. In addition, Sunitha has led national initiatives to continually enhance our Wealth Advisory solutions and client experience.

Prior to this, Sunitha was the Associate Director of Equity Research for Northern Trust Global Investments, and she held investment analyst roles at Putnam Investments and Fidelity Investments. In addition to her analyst responsibilities, Sunitha served on the Northern Trust Global Investments Leadership Council, and chaired the Northern Trust Global Investments Diversity and Inclusion Council and the Stock Selection Committee.

Sunitha completed a double major in Economics and Latin American Studies at the University of Chicago. In 2001, Sunitha was awarded a Masters in Business Administration from the Wharton School of Business of the University of Pennsylvania.

Sunitha is a Chartered Financial Analyst and member of the Investment Analysts Society of Chicago. In addition, she is also a Certified Private Wealth Advisor and a member of the Investment Management Consultants Association.

Sunitha has been actively involved on the boards of the Music Institute of Chicago, the National Kidney Foundation of Illinois and Northern's Centennial Fund for the Education of Children.
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MEMBER DEVELOPMENT DIVISION

           CFA WOMEN'S NETWORK
          

Linda Ruegsegger, CFA
Chicago Equity Partners

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Ms. Ruegsegger is a member of Chicago Equity Partners' client service and business development team. Previously, she was a relationship manager for institutional clients at Strong Capital Management. She also held several positions at The Northern Trust Company, including portfolio manager for high net worth clients. Ms. Ruegsegger earned a bachelor's degree in finance from Northern Illinois University and a master's degree from the Kellogg Graduate School of Management at Northwestern University. She holds the Chartered Financial Analyst (CFA) designation, and is a member of the CFA Institute and the CFA Society of Chicago.
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           MEMBERSHIP ENGAGEMENT
          

Gerald Norby, CFA
William Blair & Co

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Gerald Norby, CFA, is part of the Data Governance team at William Blair & Co, where he works on data management policy and investment data validation. Additionally, he consults with the CFA Institute, reviewing CFA and CIPM curricula.

Prior to his career at William Blair, he spent four years at The Next Level Planning Group, a boutique high net worth financial planning and wealth management firm. As Investment & Portfolio Strategist, he designed client portfolios and led investment research for their $200MM of AUM.

Gerald has a MS Finance from the IIT Stuart School of Business and a BS Psychology also from the Illinois Institute of Technology.
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Aaron S. Taylor, CFA
Chillmark Partners

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Aaron S. Taylor, CFA has worked in financial services for more than 15 years as both a principal investor and a financial advisor. Prior to joining Chilmark in 2009, Mr. Taylor was a Senior Investment Analyst at Allen & Company where he helped to manage the firm's small cap equity portfolio. Prior to Allen & Company he worked in Lehman Brothers' Structured Finance group developing proprietary products used to raise low-cost financing for clients and manage risk within fixed income portfolios.

Advisory Experience Recent select financial advisory experience includes Overseas Shipholding Group, Nortel, Idearc, and ST Paper.

Investing Experience Generated ideas, performed diligence and valuation, and monitored the performance of portfolio companies in Allen & Company's small cap equity portfolio.

Education/Other Magna cum laude from Dartmouth College, PhD from Yale University, CFA Charterholder
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OPERATIONS DIVISION

           COMMUNICATIONS
          

Brett J Bina, CFA
Berenberg Asset Management LLC

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Brett Bina, CFA has over ten years of investment experience and is Vice President of Business Development at Hamburg-based Berenberg Asset Management, which has $20 billion in AUM globally. Working from Berenberg's Chicago office, Brett leads sales across the United States and Canada and represents the firm's currency overlay, emerging market debt and volatility risk premium strategies to institutional investors. Prior to assuming his current position, Brett was a Vice President and Senior Product Manager within Northern Trust's asset servicing group.

During his time at Northern Trust, he helped launch a new line of analytics tools for corporate pension plans pursuing Liability-Driven Investment strategies (LDI). In addition to product management, Brett led US sales for Northern Trust's market risk and LDI analytics products. Previously, Brett served Northern Trust's institutional asset owner clients as a risk consultant where he built customized reporting solutions, created regulatory risk products and presented risk educational seminars to clients' boards of trustees.

Before joining Northern Trust, Brett managed risk at HFR Asset Management on a $4 billion hedge fund-of-funds portfolio. Prior to his role as a risk manager, Brett worked as a risk analyst at providing fund net asset valuations and monitored funds for risk and guideline compliance.

Brett holds both the CFA and CAIA designations and is a graduate of University of Illinois at Chicago, where he received a BA in Economics. He also possesses his FINRA Series 3 license. Brett is an active volunteer within the Chicago CFA Society, where he has served as CFA Chicago Communications Committee Co-Chair since 2014.
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Pete Vinzani, CFA

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Pete Vinzani, CFA is retired after a 25-year career in the financial services industry. Mr. Vinzani received a BS degree from Purdue University and later earned an MBA from Indiana University with a major in Finance and Accounting.

After obtaining the MBA in 1986, Pete joined the commercial real-estate arm of Lincoln Financial where he originated mortgage and equity investments in commercial real estate. In 1991 he joined Household International where along with real estate investments, he underwrote investments in LIHTC (low-income housing tax credits). In 2001 Pete took on the role of portfolio manager for HSBC's North American insurance unit, where he helped manage fixed income investments in corporate bonds and asset backed securities.

Pete became active in volunteering at CFA Chicago Society shortly after his retirement. He has contributed to the Communications Committee and the Membership Committee. Pete has also graded CFA exams for the past 13 years at the CFA Institute in Charlottesville.
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          ANNUAL DINNER
          

Melissa Binder, CFA
Marco Consulting Group

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(Bio coming soon)
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Kristan Rowland, CFA
William Blair & Co

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Kristan Rowland, CFA works on the Global team at William Blair covering the financials sector. Prior to joining William Blair in 2011 as a financial advisor, she spent four years as a buy-side research analyst at Mesirow Financial, where she had primary coverage of the financials sector. Earlier, Kristan was an equity analyst at Morningstar, where she covered business services stocks. She earned a BA from the University of Notre Dame in Economics and French and an MBA from the University of Chicago in Finance, Accounting and Economics. She holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society of Chicago.
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           PROFESSIONAL DEVELOPMENT
          

Shai Dobrusin, CFA
Charles E. Dobrusin & Associates

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Shai Dobrusin, CFA is the Director of Trust Consulting Services at Charles E. Dobrusin & Associates Ltd., a law firm specializing in trust and estate planning and administration, family office services, wealth preservation, and advisory services to executors, trustees and beneficiaries. Shai directly supports the Trustees of complex trust systems with substantial and diverse assets in fulfilling their ongoing fiduciary responsibilities regarding the investment of trust assets, management of the disposition/distribution of trust assets and record keeping. He is responsible for managing the operations and administration of these trusts and serves on the trusts' investment committee with trust counsel and the beneficiary's family office CIO. Additionally, Shai supervises the trusts' investment portfolio and activities and acts as the Trustees' liaison to the trusts' various service providers.

Shai received his B.A. degree with honors in Economics from Brandeis University and is a Chartered Financial Analyst® charterholder.
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William Fitzpatrick, CFA
Manulife Asset Management

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William T. Fitzpatrick, CFA, is an investment analyst at Manulife Asset Management, responsible for equity research on financials, energy and consumer staples for the International Value strategy. He held the same position at Optique Capital and at Johnson Asset Management earlier in his career. Previously, he served as Fixed Income Research Analyst for Mid-States Corporate Credit Union, and held investment positions at Thomas White Asset Management and The Northern Trust Company. Bill is a CFA charterholder.

Education: Villanova, BS Business Administration, 1997, University of Notre Dame, MBA Finance, 2003
Joined Company: 2011
Began Career: 1997
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           SOCIAL EVENTS
          

Taylor Champion, CFA
U.S. Trust
Bank of America Private Wealth Management

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Taylor Champion, CFA is a vice president and portfolio manager at U.S. Trust, Bank of America Private Wealth Management. In this role, he is responsible for creating and maintaining personalized investment solutions by utilizing a broad range of wealth management services including financial planning and wealth strategy. This includes assisting clients with establishing goals and objectives, working towards developing an appropriate overall strategy, formulating and implementing potential solutions, and conducting periodic reviews to help clients monitor progress toward reaching the goals and strategies set forth.

Taylor earned his B.S.B.A. degree in Finance and Banking from the University of Missouri. He holds a Chartered Financial Analyst® (CFA®) and the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. He is a member of the CFA® Society of Chicago and Cinema/Chicago.
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Mark Cichra, CFA
KEMPER

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Mark Cichra, CFA is an Actuarial Analyst for Kemper Corporation. He currently has roles in pricing, reserving, and enterprise risk management. Prior to joining Kemper, he worked at Mercer in their Retirement, Risk, and Finance business. Mark graduated with a BA from Boston College and has Master's Degrees from the University of Notre Dame and the University of Chicago. He is a CFA Charterholder.
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