2016-2017 Advisory Group Co-Chairs

 

ACADEMIC DIVISION

           EDUCATION SEMINARS
          

Garrett Glawe, CFA
S&P Dow Jones Indices
1 Prudential Plaza, 29th Floor
Chicago, IL 60601

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Garrett Glawe, CFA, is a Director in the Channel Management group at S&P Dow Jones Indices. He is responsible for developing and strengthening relationships with institutional investors in the Central US. Garrett provides access to data and research across a variety of asset classes including equities, fixed income, commodities, real estate, and infrastructure. Research topics include the active/passive debate, factor investing, ESG, and correlation and dispersion. Prior to his current role, he worked at MSCI from 2011-2015 and Ziegler Capital Management from 2008-2011. Garrett began his career in the equipment finance industry.

Garrett earned his CFA charter in 2011, MBA from DePaul University in 2008, and bachelor's degree from Miami University in 2002. He has been an active volunteer with CFA Chicago for over five years. Garrett has helped to plan a variety of educational events on topics including risk management, smart beta, retirement security, investing in Latin America, ESG, risk parity, and municipal bonds.
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Robert R. Mudra, CFA
Ocean Tomo, LLC
200 West Madison, 37th Floor
Chicago, IL 60606
312-377-4851

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Robert R. Mudra, CFA works at the intersection of finance, technology and law. As an Associate in Ocean Tomo's Expert Testimony practice, Mr. Mudra quantifies the economic damages arising from intellectual property and patent infringement lawsuits and prepares comprehensive expert witness reports for trial. While specific issues vary by engagement, most include the financial and strategic analysis of relevant economic and market information to appropriately determine the financial value of intellectual property rights, intangible assets, lost profits, reasonable royalties, price erosion and unjust enrichment.

Prior to joining Ocean Tomo LLC., Mr. Mudra worked as an Executive Officer for Nicor Inc. and Nicor Gas, Illinois' largest natural gas distribution utility, where he had corporate responsibility for Finance, Rates (pricing) and Risk Analysis. He has over 25 years of experience in the regulated and non-regulated energy and utility industries where he also provided expert testimony before regulatory authorities on matters including general utility rate cases, proper capital structure, cost of capital, utility rate design and the development of innovative new pricing and tariff mechanisms.

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
          

Patrick Bourbon, CFA
Bourbon Financial Management
616 W. Fulton #411
Chicago, IL 60661

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Patrick Bourbon, CFA is the Founder of Bourbon Financial Management and the Chief Investment Officer at ProManage with 20 years' investment experience. He helps professionals and expatriates worldwide who want to enjoy a comfortable retirement at a chosen lifestyle by giving non-conflicted advice, and by optimizing their portfolios in a world of lower returns and higher taxes. Previously, he spent a decade as a portfolio manager and analyst at UBS Global Asset Management/Brinson Partners specializing in equity markets.

Following his interest in academic research, desire to learn and educate others, and helping communities, he became an adjunct professor, the President of UFEC, Chairman of Stuart Investment, and Treasurer of the South Shore Drill Team.

Bourbon earned his CFA designation in 2003. He received his Masters in Finance with honors from the Illinois Institute of Technology Stuart School of Business in Chicago and his Masters in Engineering with honors at EPF École d'Ingénieurs in Paris.
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Sunitha Thomas, CFA
Northern Trust Company
50 S LaSalle
Chicago IL 60603

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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
          

Kerry Jordan, CFA
D'Orazio Capital Partners
190 S. LaSalle St.
Chicago, IL 60603
312-357-5678

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Kerry Jordan, CFA is the Chief Operating Officer of D'Orazio Capital Partners, a Chicago-based private equity firm focused on investments in middle market manufacturing and energy-related companies. Prior to DCP, Ms. Jordan was the Director of Business Development at RMB Capital Management where she managed client development, marketing, and capital raising for its hedge fund division. Prior to RMB, Ms. Jordan served as Head of Marketing and Chief Compliance Officer for Chicago Capital Management L.P., a risk arbitrage hedge fund. In this capacity Ms. Jordan managed the fund's global capital raising, investor relations, and compliance programs. Previously, Ms. Jordan was a director in the Global Derivatives Products group at Bank of America where she focused on the structuring and sale of interest rate, commodity, and equity derivatives for the bank's Fortune 1,000 clients.

Ms. Jordan holds a bachelor of business administration degree from the University of Massachusetts and a master of science in finance degree from the George Washington University. Ms. Jordan holds the Chartered Financial Analyst designation, and is an active member of the CFA Society Chicago and the CFA Institute. She currently serves as CFA Chicago's Immediate Past Chairman of the Board of Directors. Ms. Jordan also serves on the Board of Governors for Econ Illinois, the state of Illinois' Council on Economic Education; the Board of Directors of Warriors at Ease; and the Advisory Board of LNG Capital. Ms. Jordan lives in Riverside, IL with her four children.
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           MEMBERSHIP ENGAGEMENT
          

Maura J. Murrihy, CFA

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Maura J. Murrihy, CFA, served as Executive Director of the Laborers' Annuity and Benefit Fund, a $1.4 billion pension fund to benefit laborers of the City of Chicago, and managed a staff of 20 in wide-ranging fields including investments, benefit payments and technology.

Currently, Maura is a member of the CFA Institute's global Advisory Committee for the Asset Manager Code of Professional Conduct, which sets the standard for ethical behavior by fiduciaries in the asset management industry. For the past two years, she has volunteered as a grader for the CFA Research Challenge for the CFA Chicago and the CFA Americas competitions. Her volunteer work for CFA Chicago has included presenting at many Networking Round Table events. She earned and was awarded the prestigious and respected Chartered Financial Analyst designation by CFA Institute in 1983.

Previously, Maura was a Senior Vice President and Senior Program Manager for Northern Trust Company's ultra-high net worth division. She was a Principal and Global Leader of Equity Manager Research for Hewitt EnnisKnupp and was chosen as a consultant to the US Treasury for the Troubled Asset Relief Program in 2008-09. She has been a director of five well-respected investment research teams for manager research and security analysis.

She has served on the boards of International Children's Alliance, an international adoption agency, as well as on Pillars, a non-profit serving the needs of women and children and providing counseling to people in the Western suburbs of Chicago. She also was a initial member of NightBlue Performing Arts Company's Board for many years.

Maura earned an MBA with distinction from the J.L.Kellogg Graduate School of Business with a degree in Finance, Accounting and International Business. She is a summa cum laude graduate from Saint Mary's College of Notre Dame, Indiana in Business/Economics and French.
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Aaron S. Taylor, CFA
Vice President
Access Distribution Partners

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Aaron S. Taylor, CFA has worked in financial services for more than 11 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 includesNortel, 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
330 N. Wabash, 39th Floor
Chicago, IL 60611

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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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SPECIAL EVENTS DIVISION

          ANNUAL DINNER
          

Stephen Moy, CFA
PNC Wealth Management
One North Franklin Street, Suite 2500
Chicago, IL 60606

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Stephen Moy, CFA is a Senior Investment Advisor with PNC Wealth Management. In his role, Mr. Moy works closely with families, individuals and businesses to provide customized investment strategies to help them meet their financial goals. He is responsible for providing expertise in a range of customized investment management solutions including traditional investments such as equity and fixed income securities, alternative investments such as hedge funds and private equity funds, and other portfolio techniques such as hedging strategies and monetization of closely held assets for a broad range of clients. Prior to joining PNC, Mr. Moy was a Senior Investment Strategist at Wells Fargo Private Bank. He began his investment career with JPMorgan, where he served as Vice President and Senior Portfolio Manager in the Private Wealth Management Group.

Mr. Moy received his M.B.A. from the University of Chicago Booth School of Business with concentrations in accounting and finance and his B.S. in economics from the University of Iowa.

Mr. Moy is an active member of the CFA Society of Chicago where he has been a member of the Annual Dinner committee for the past ten years. He is also very involved with the CFA Institute and has been a CFA Exam Grader since 2004.
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Kristan Rowland, CFA
William Blair & Co
222 W Adams St
Chicago, IL 60606

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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
          

Jenifer Aronson, CFA
Mosaic Fi
250 Parkway Drive, Suite 150
Lincolnshire, IL 60069
(773) 425-6790

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Jenifer Aronson, CFA is Managing Partner with Mosaic Fi, LLC. Jenifer has over 20 years of experience with some of Chicago's most recognized investment firms, including Northern Trust and UBS Brinson Partners. Most recently, Jenifer worked with family offices and ultra high net worth individuals advising them on their investment portfolios, tax and estate planning, and other financial related matters.

She received a B.S. degree in Business Administration from the University of Arizona and an M.B.A. in Finance and Economics from the University of Chicago.

Jenifer holds a Chartered Financial Analyst designation, is a member of the CFA Institute and a member of the Charter Financial Analysts Society of Chicago. She is a member of the Steering Committee for CFA Women and the co-chair for the CFA Professional Development Advisory Group.
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Andy Feltovich, CFA
Northern Trust
50 South La Salle Street, MB-8
Chicago, IL 60603
(312) 444-3473

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Andy Feltovich, CFA is a financial risk management professional with a decade of experience at global banks, a credit bureau, Big Four consulting, and the Federal Reserve. He has sat at all sides of the table in his career. In the private sector and the Federal Reserve his teams developed diverse risk models and analytics, including the Federal Reserve's stress testing models for the first three rounds of the annual CCAR stress testing exercise. He has also assessed models and model risk management practices as a regulator at the Federal Reserve and as an external auditor at KPMG. In his current role at Northern Trust, his team is responsible for independently validating the Bank's models for compliance with regulatory guidance. 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 certifications in programming and modeling from the SAS Institute.
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           SOCIAL EVENTS
          

Colin B. MacLean, CFA
BMO Private Bank
Vice President
Senior Portfolio Manager
114 W. First St.
Hinsdale, IL 60521

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Colin B. MacLean, CFA customizes investment management and advisory solutions for high net worth individuals, families, and institutions. He strongly believes a better understanding of the entire financial picture will result in a portfolio optimized to address risks and opportunities. He recently brought his 13 years of investment experience to BMO Private Bank.

Colin earned his BA in economics from the University of Illinois at Urbana-Champaign with a computer science minor. He completed his Certified Investment Management Analyst® designation at The Haas School of Business at UC Berkeley Executive Development program and conferred through IMCA. Colin holds the Chartered Financial Analyst® designation which both The Economist and The Financial Times have called the gold standard amongst financial professionals.

He is a member of the CFA Institute as well as the CFA Society of Chicago, where he co-chairs an advisory committee. Colin is also active with the Juvenile Diabetes Research Foundation, Vice President of The Gower Foundation, and a member of the Chicago Council on Global Affairs. He lives in the western suburbs with his wife and two children.
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Mark Cichra, CFA
KEMPER
114 W. First St.
Hinsdale, IL 60521

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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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