2017-2018 Board of Directors

Chairman

Marie Winters, CFA, CAIA
Northern Trust Global Investment
50 S LaSalle St
M-12
Chicago, Il 60603
(312) 557-1786

More about Marie Winters, CFA, CAIA >>

 
Marie is a Senior Vice President, Team Leader and Senior Research Analyst for Northern Trust Asset Management's taxable fixed income group with over $350 billion AUM. She is responsible for credit research and investment recommendations for high yield and investment grade credits in the telecommunications and technology sectors as well as managing a team of senior research analysts covering other industrial sectors. Marie was appointed to Northern Trust's Asset Management Credit & Liquidity Risk Management Committee, which directs credit policy and procedures, and the Credit Strategy Committee, an economic forecasting group which advises Northern Trust fixed income portfolio managers. Marie received the Chairman's Absolute Quality Award for her work performed on distressed investments in financial institutions. Marie began at Northern Trust in 1998 and helped launch the firm's high yield mutual fund product which now ranks as one of the largest in the U.S.

Prior to Northern Trust, Marie held a variety of credit-related assignments in high yield securities, distressed investments, corporate finance, and credit risk management at First Chicago (now JPMorgan Chase). For two years, Marie also served as the credit officer and managed a team of ten analysts who were responsible for the credit underwriting for a communications and media commercial loan portfolio with $3.7 billion in loan outstandings, the second largest C&I loan portfolio for First Chicago. For more than four years, she traveled around the world to six continents as part of a high profile group that were the "eyes and ears" of the Board of Directors, assessing credit quality and loan portfolio risks. Marie also led the credit due diligence for First Chicago's two largest community bank acquisitions.

Academically, Marie has an MBA with a specialization in Finance and Economics from Washington University where she received the Quantitative Business Analysis award for her class. She also holds a BA in Mathematics from Knox College.

Marie is a CFA Charterholder, a CAIA Charterholder (Chartered Alternative Investment Analyst) and is a Chapter Executive for CAIA in Chicago.

Marie is a board member of Chicago Finance Exchange, an invitation-only organization comprised of the top 200+ women leaders in finance. In 2013, she became a member of the Executive Committee for Washington University's newly formed Chicago Professionals Network. Additionally, Marie is a member of the Comer Development Board at the University of Chicago Medicine Comer Children's Hospital.
Hide this content <<

Vice Chair

Thomas Digenan, CFA
UBS
One North Wacker Drive
Chicago, IL 60606

More about Thomas Digenan, CFA >>

 
Education: Marquette University (US), BS; DePaul University (US), MST

Tom Digenan is the head of the US Intrinsic Value Equity team at UBS Asset Management. In this role he is responsible for US equities portfolio construction and research. Prior to this role Tom had been a Strategist with the team since 2001, whereby he participated in the analysis and development of US equities portfolios, focusing on alpha generation and ensuring client investment objectives were met. Prior to his role with the US Equities team, Tom was president of the firm's mutual funds and relationship funds organization.

Prior to joining the UBS predecessor organization Brinson Partners in 1993, Tom was a senior manager in the tax department of KPMG Peat Marwick, where he worked exclusively in the investment services industry. Tom is a member of the CFA Institute, the CFA Society of Chicago, and the American Institute of Certified Public Accountants. He was a member of the Dean's Council of Excellence for the Marquette University Business School from 2010-2016. Tom also served as an adjunct professor in the Marquette University Graduate School of Business from 2012-2016.
Hide this content <<

Secretary/Treasurer

Tanya Williams, CFA
NexTier Consulting Solutions, LLC
515 North State Street, Suite 2640
Chicago, IL 60654
(312) 948-9178

More about Tanya Williams, CFA >>

 
Tanya Williams, CFA is a Senior Consulting Principal with NexTier Consulting Solutions, LLC. In her role, she collaborates with leadership and Executive Boards of institutional asset managers to develop and implement strategic solutions that address companies' mid- and long-term business goals. The solutions are customized road maps that assist to differentiate companies from peers and provide distinctive advantages. During the implementation stage, she works with cross-functional teams that include investment management, marketing, client service and business development to introduce operational improvements to the current business model. She joined NexTier in 2015.

Prior to joining NexTier, Tanya was Managing Director at Guggenheim Partners. During her tenure with Guggenheim, she served as Head of Global Equity and Real Assets Research for Guggenheim Investment Advisors (GIA). Previous to joining Guggenheim, Tanya worked at EARNEST Partners, LLC, where she served as Product Management. From 1999 to 2007, Tanya worked at Calvert Distributors, Inc., where she was Regional Vice President and Program Manager for the District of Columbia 529 College Savings Trust Plan. As the Program Manager, she assembled and led the multi-functional team responsible for the development and execution of a strategy that produced a competitively ranked 529 Plan. As of 2016, the plan has accumulated more than $385 million in assets under management and Savingforcollege.com has ranked the Plan in first place for the 3- and 5-year investment horizons and sixth for the 10-year investment horizon. Lastly, Tanya worked at Brinson Partners, Inc. from 1993 to 1999. Initially, she served as an U.S. Equity Research Analyst. Tanya's investment decisions affected $1.2 billion of a U.S. Equity portfolio valued at $10 billion. Tanya also served as Associate Director in Account Management. In the role, she managed 23 separately managed portfolios on behalf of corporate pension clients, endowments and foundations with a cumulative market value of $2.9 billion.

Tanya earned her Master of Business Administration from Duke University Fuqua School of Business, where she was a Fuqua Fellowship recipient. She earned her Bachelor of Arts in Economics from Northwestern University. Tanya is a CFA charter holder. Tanya is a member of the CFA Institute and CFA Society Chicago. Currently, she serves as Treasurer/Secretary on CFA Society Chicago's Board of Directors. Additionally, she is a member Duke University Fuqua School of Business Financial Practitioners Group and a member of Big Shoulders Fund Chairmen's Advisory Council.
Hide this content <<

Directors

Douglas Jackman, CFA
Immediate Past Chair

Thomas White International, Ltd
440 S LaSalle St., Ste. 3900
Chicago, IL 60605
(312) 663-8300

More about Doug Jackman, CFA >>

 
Doug Jackman, CFA is an Executive Vice President of Thomas White International, Ltd. which he joined in 1995. He is a member of the Thomas White Investment Committee and Director of the Institutional Client area. Mr. Jackman joined the firm after graduating from the MBA program at the University of Chicago with a major in Finance and Accounting. Earlier, he worked with Morgan Stanley in New York developing equity and FX trading systems. He has a BA degree from the University of Chicago where he served as a research assistant at the Center for Research in Security Prices. Doug has been an active speaker at industry and state conferences including Opal, TEXPERS, TLFRA and FTTPA on global and emerging market equities. Doug is an active member of the CFA Society Chicago and served as the Chair and Co-chair of its Annual Dinner committee for the past three years.
Hide this content <<

Nickol Hackett
Director 2018 (1-year Term)

Cook County Pension Fund

More about Nickol Hackett >>

 
Nickol Hackett serves as the Executive Director & Chief Investment Officer of the $9 billion Cook County Retirement Fund of Cook County, Illinois, which provides pension and other benefits to over 17,000 retiree members and 22,000 employee members. As Executive Director, Ms. Hackett reports to the Retirement Board and is charged with directing strategy and policies for governance and administration of the pension fund. Ms. Hackett has oversight for the funds' investment portfolio and directs portfolio strategy across all asset classes and has served in this capacity since 2008. In 2015 the pension fund was recognized as small public plan of the year by Institutional Investor. In addition, Ms. Hackett sits on the Deferred Compensation Committee for Cook County where she reviews policy, investment strategy, and manager selection. She also is a member of the Council of Institutional Investors.

Ms. Hackett has over 20 years of expertise in investment management and capital markets with prior experience as Vice President at Bear Stearns, Oppenheimer Capital, and as a consultant to retirement plan sponsors. Ms. Hackett earned her M.B.A. in finance and economics from the J.L. Kellogg Graduate School of Management and earned her B.A. in History from Northwestern University in Evanston, Illinois.

Ms. Hackett is an avid supporter of Chicago's civic and cultural community serving on the Director's Vision Council for the Museum of Contemporary Art Chicago, the community engagement.
Hide this content <<

Kunal Kapoor, CFA
Director 2018 (1-year Term)

Morningstar
22 W Washington St
Chicago, IL 60602

More about Kunal Kapoor, CFA >>

 
Kunal Kapoor, CFA, is president of Morningstar. He is responsible for product development and innovation, sales and marketing, and driving strategic prioritization and accountability across the firm.

Before assuming his current role in 2015, Kapoor was head of global products and client solutions. Since joining Morningstar in 1997 as a data analyst, Kapoor has held a variety of roles at the firm, including fund analyst, senior research analyst for Morningstar Investment Services, Inc., editor of Morningstar® Mutual Funds™, director of mutual fund analysis, director of business strategy for international operations, and president and chief investment officer of Morningstar Investment Services. During his tenure, he has also led Morningstar.com® and the firm's data business.

Kapoor holds a bachelor's degree in economics and environmental policy from Monmouth College and a master's degree in business administration from the University of Chicago Booth School of Business. He also holds the Chartered Financial Analyst® designation, is a member of the CFA Society of Chicago, and serves on the board of PitchBook, a private firm that provides a comprehensive private equity and venture capital database. In 2010, Crain's Chicago Business named Kapoor to its annual 40 Under 40 class, a list that includes professionals from a variety of industries who are contributing to Chicago's business, civic, and philanthropic landscape.
Hide this content <<

Michelle McCarthy Beck
Director 2018 (1-year Term)

Nuveen Investments
333 W Wacker Dr.
Chicago, IL 60606

More about Michelle McCarthy Beck >>

 
Michelle Beck is the Chief Risk Officer of Nuveen, the asset management arm of TIAA. Her responsibilities include investment risk management, operational risk management, and valuation.

Before joining Nuveen in 2010, she served as Chief Risk Officer at Russell Investments. From 2003 to 2009 she was the Chief Market and Operational Risk Officer at Washington Mutual Bank. She began her career in 1986 at Bankers Trust which was acquired in 1999 by Deutsche Bank. At Bankers Trust, Michelle marketed and traded interest rate, equity and currency derivatives. From 1991-95, she headed the market risk function for Bankers Trust's European offices in London, then headed the risk function for the bank's investment management division in New York. From 1996 to 2003 she provided market risk software and measurement for the bank's customers, including asset managers, hedge funds and pension funds.

Michelle holds a bachelor's degree from the University of Washington and a master's degree in Government from Harvard University. She is a trustee of the Global Association of Risk Professionals ("GARP") and heads Chicago's GARP chapter. She is a member of GARP's Buy Side Risk Managers Forum, and the Investment Company Institute's Risk Management Committee and Derivatives Advisory Committee. In addition, she chairs the Chicago chapter of 100 Women in Finance. Michelle's publications include "Measuring and Managing Market Risk," co-authored with Don Chance, Ph.D., published by the CFA Institute as a CFA Level II reading in 2016, and "Utilizing Downside Risk Measures," CFA Institute Conference Proceedings, Third Quarter 2014.
Hide this content <<

Levoyd Robinson, CFA
Director 2018 (1-Year Term)

Chicago Fundamental Investment Partners, LLC (CFIP)
1 S. WACKER DRIVE
SUITE 3200
Chicago, IL 60606

More about Levoyd Robinson, CFA >>

 
Levoyd E. Robinson is a co-founder and Managing Principal of Chicago Fundamental Investment Partners, LLC (CFIP). CFIP is a fundamental research-driven, credit focused, alternative investment management firm founded in 2005. CFIP has over $950 million of assets under management across CLOs and separately managed accounts and over $850 million of undrawn capital commitments. In October 2016, CFIP entered into a strategic partnership with The Academy Group, Inc. (Academy). The Academy is a philanthropic entity funded by a group of ultrahigh net worth individuals whose mission is to identify, train, mentor, and provide educational opportunities, after-school programs, tutoring, scholarships, internships and permanent career opportunities for youth from under-resourced communities nationwide.

Prior to forming CFIP, Mr. Robinson was a Managing Director and Head of Global Private Debt for Citadel Investment Group, LLC. Mr. Robinson was responsible for managing teams in the United States and London that structured and managed over $6 billion of assets, including cash and synthetic CLOs and CDOs; broadly syndicated leveraged loans; and special situation debt. Prior to joining Citadel in 2000, Mr. Robinson was a Senior Managing Director in PPM America's Special Investment Group. Mr. Robinson began his career in 1988 at First Chicago (now JPMorgan Chase) where he held various positions culminating with being portfolio manager for a $250 million proprietary trading portfolio focused on distressed loans and bonds.

Mr. Robinson received a B.B.A. in Finance, magna cum laude, from Howard University; an M.B.A. in Finance from the University of Wisconsin-Madison; and is a CFA Charterholder. Mr. Robinson was inducted into the Howard University School of Business Alumni Exemplars Society and was selected as one of Chicago United's Business Leaders of Color for 2017.

Mr. Robinson currently serves as a member of the Federal Reserve Bank of Chicago's Working Group on Financial Markets. He also serves as a member of the board of directors of CFA Society Chicago, Bottom Line Chicago and as Chairman of The Chicago Academy for the Arts. He previously served on the board of directors of Teach for America - Chicago, the Loretto Hospital Foundation, and NCH NuWorld Marketing Limited.
Hide this content <<

Stephen Cummings, CFA
Director 2018 (3-Year Term)

Hewitt Ennisknupp, Inc.
4 Overlook Point
Lincolnshire, IL 60069

More about Stephen Cummings, CFA >>

 
Stephen Cummings is the Head of North America Investment Consulting at Aon Hewitt, one of the largest providers of investment consulting services to institutional investors. He leads approximately 300 investment consulting professionals with over 480 clients. Steve serves as the primary consultant for select retainer and project clients. Steve is ultimately responsible for the success of the North America investment consulting practice.

Steve's client work has included the coordination and implementation of multiple defined benefit and defined contribution plans into a consolidated structure for a multi-billion dollar corporate client and the oversight of complex alternatives programs for several large public funds. He also served as the team leader for Aon Hewitt Investment Consulting's work with the U.S. Treasury Department during its TARP initiative and served as advisor to the State Treasurer and interim CIO of a multi-billion dollar state retirement system during a transition period between CIOs.

Steve serves on the Aon Hewitt Global Investment Practice Committee, the group responsible for setting the strategic direction of the global investment consulting practice and coordinating consulting efforts around the world. Steve also has ultimate responsibility for Aon Hewitt Investment Consulting's U.S. Investment Committee, tasked with developing and vetting the firm's investment beliefs before they are rendered as advice to our clients. Steve is responsible for thought leadership within the firm and serves in an advisory capacity on research efforts such as those related to derivatives, private equity, and emerging investment opportunities. He is a sought-after industry expert and frequently speaks before industry groups on a broad range of topics including soft dollars, public fund oversight, portfolio construction, and the evolution of the consulting industry.

Steve joined EnnisKnupp (the predecessor firm to Aon Hewitt Investment Consulting) in 1989 as a consultant and later rejoined in 2000 as the president and Chief Executive Officer. Prior to rejoining EnnisKnupp, Steve was the president of Marquette Associates from 1997-2000. He holds a B.S. degree from the University of Texas and an M.B.A. degree from the University of Chicago. He is a CFA charterholder and is a member of the CFA Institute and CFA Society Chicago. He is also a member of the Board of Trustees of Kohl's Children's Museum of Greater Chicago.
Hide this content <<

Jeff Kernagis, CFA
Director 2018 (3-Year Term)

Powershares by Invesco
3500 Lacey Rd
Downers Grove, IL 60515

More about Jeff Kernagis, CFA >>

 
Jeff Kernagis, CFA is a Vice President and Senior Portfolio Manager for Invesco PowerShares Capital Management LLC, a registered investment adviser that advises and sponsors the PowerShares family of Intelligent ETFs, a new generation of exchange-traded fund products.

In his role, Jeff manages the fixed income portfolio management team and oversees a variety of income-based exchange-traded funds.

Prior to joining Powershares by Invesco, Jeff was a portfolio manager at Claymore Securities, Inc. from 2005 to 2007. Prior to that, Jeff was a senior trader at Mid-States Corporate Federal Credit Union from 2004 to 2005 and a vice president of institutional futures sales at ABN Amro, Inc. from 1994 to 2003.

Jeff is a CFA charterholder and holds the Series 7 registration. He earned a Master of Business Administration degree from DePaul University and a Bachelor of Business Administration degree from the University of Notre Dame.
Hide this content <<

Alex Roever, CFA
Director 2018 (3-Year Term)

J.P. Morgan Securities LLC
10 S Dearborn
Chicago, IL 60603

Alex Roever, CFA >>

 
Alex Roever is a Managing Director and Head of US Interest Rate Strategy for J.P. Morgan Securities LLC. He leads a team of strategists covering US Treasuries, Agencies and other interest rate sensitive cash and derivatives products. The US Rates Strategy team publishes J.P. Morgan's US Fixed Income Markets Weekly. Alex also leads J.P. Morgan's Short Term Fixed Income Strategy team, which covers interest rate and credit markets from overnight to three years. Additionally, he coordinates research on emerging financial regulations and their impact on US fixed income markets.

In 2014, J.P. Morgan was selected as the top Fixed Income Strategy team for the fifth straight year in the Institutional Investor "All American Fixed Income Research Team" survey. Additionally, J.P. Morgan's Short Term Fixed Income Strategy team captured the top spot for the fourth straight year. Alex also previously worked as a strategist covering municipal securities and securitized products. Earlier in his career, he worked on the buy side as a fixed income portfolio manager and credit analyst. He has been a contributing author to several books and journals including The Handbook of Fixed Income Securities.

Alex earned an MBA from Emory University, an MA in Economics from Georgia State University, and a BA from Vanderbilt University. He is a CFA charterholder and a member of CFA Society of Chicago.
Hide this content <<

RJ Bukovac, CFA, CPA
Director 2019 (3-Year Term)

William Blair & Company
The William Blair Building
150 North Riverside Plaza
Chicago, Illinois 60606

More about RJ Bukovac, CFA, CPA >>

 
RJ Bukovac is a Research Analyst focused on U.S. large and mid cap Consumer companies. He joined William Blair as a Research Analyst in 2007. Previously, RJ worked in the research department and within the portfolio teams of Putnam Investments for ten years. During his time at Putnam, he covered a broad range of domestic and international equities including Industrial, Consumer Cyclicals, Consumer Staples, and Diversified Media. Prior to that, he was an analyst for privately-held businesses and determined Fair Market Values for purposes of reorganizations, divestitures, as well as mergers and acquisitions in the Valuation Consulting Practice of Price Waterhouse in Chicago for nine years. RJ is a member of the CFA Institute and the CFA Society of Chicago, as well as the Illinois CPA Society and AICPA. Education: B.A., Economics and Finance, Cornell University; M.S.A., DePaul University.
Hide this content <<

Dan Kastholm, CFA
Director 2019 (3-Year Term)

Fitch Ratings
70 W Madison St
Chicago, IL 60602

More about Dan Kastholm, CFA >>

 
Daniel R. Kastholm, CFA, is a Managing Director and Regional Group Head of Fitch Ratings' Latin America corporate finance team. He is responsible for the management and all operating aspects of the group's activities. Dan chairs Fitch's Latin American corporate rating committees and directs the group's credit ratings and research efforts.

Prior to managing the Latin America corporate finance group, Dan was a group vice president in the global power group at Duff & Phelps Credit Rating (DCR), where he covered the global utility and energy sectors with specialization in the emerging markets. In the global power group, he was instrumental in the expansion of the firm's Latin American utility and project finance business. He took over responsibility for the Latin American corporate finance business at DCR in 1999 and subsequently Fitch, following its merger in June 2000.

Dan has more than 25 years of experience as a financial analyst. He spent several years at LaSalle Business Credit, a subsidiary of ABN Amro, where he served as a vice president in the corporate finance area. His responsibilities included new business development and the evaluation and structuring of acquisition and leveraged finance transactions, primarily for mid-sized industrial companies.

Before LaSalle, Dan worked at Security Pacific Business Credit as a senior credit analyst, where he was responsible for coordinating due diligence and underwriting activities for specific leveraged and acquisition finance transactions in the corporate finance area.

Dan holds a BA and an MBA from the University of Illinois, Urbana-Champaign. He was awarded the professional designation of chartered financial analyst in 1992 and is an active member of the CFA Society Chicago.
Hide this content <<

Doug Laskowski, CFA
Director 2019 (3-Year Term)

Allstate Investments, LLC
3075 Sanders Road, Suite G3B
Northbrook, IL 60062

More about Doug Laskowski, CFA >>

 
Douglas J. Laskowski, CFA is the Senior Portfolio Manager of the Rates and Liquid Assets Group for Allstate Investments, the investment operation of Allstate Corporation, which manages approximately $80B. In his current role, Doug Laskowski is responsible for overseeing several public asset portfolios including U.S. Government, ABS, MBS, CMBS, Short-Term, Securities Lending and Distressed Assets. He assumed the portfolio manager role in 2009 after managing the research team for Investment Grade Corporates since 2002. Prior to joining Allstate in December 2000, Laskowski was a Director in the Global Power Group at Fitch Ratings.

Doug Laskowski has an undergraduate degree in Finance from University of Illinois at Champaign-Urbana and an MBA from DePaul University. He earned his CFA certification in 1998 and is an active member in the CFA Society Chicago.
Hide this content <<

Jenifer Aronson, CFA
Director 2020 (3-Year Term)

Mosaic Fi, LLC
250 Parkway Drive, Suite 150
Lincolnshire, IL 60069

More about Jenifer Aronson, CFA >>

 
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.
Hide this content <<

Katherine Buck, CFA
Director 2020 (3-Year Term)

Fidelity Management & Research Company

More about Katherine Buck, CFA >>

 
Kathy is a senior investment professional and portfolio manager with a record of meaningful outperformance. Her experience has spanned all aspects of the investment practice - from developing the strategy, business plan, and the prospectus to marketing, portfolio management, and risk management. Throughout her career, Kathy has demonstrated the ability to synthesize large amounts of information to make confident, well-considered decisions. She is a team player who creates a collaborative decisionmaking process for formulating investment themes and actively mentors associates.

Kathy is currently a portfolio manager with Fidelity Management & Research Company, with sole decision-making responsibility for $2 billion of assets in the consumer sector. Previously, Kathy was Managing Director & Portfolio Manager for Wintrust Capital Management, where she launched the Small Cap Opportunity Fund, growing the product from zero to $60 million in assets in 2˝ years and significantly outperforming its benchmark. While at Magnetar Capital, a multibillion-dollar, diversified strategy hedge fund, Kathy led start-up of an asset management group, managing capital raising, developing investment process and procedures, and constructing the portfolio.

Kathy started her investment career at Fidelity, rapidly advancing from Research Associate to Portfolio Manager for the Small Cap Value Fund. Kathy graduated from Georgetown University with a BSBA in Finance. She is a member of Women's Network Committee of the CFA Society of Chicago and a member of the Chicago Finance Exchange, a community of women leaders in finance.

She is also active in the community as a Board and Investment Committee Member of the Big Shoulders Fund, and a Board Member of St. Genevieve Catholic School, helping the underserved Belmont Cragin neighborhood. She is also an Assistant Coach at Oz Park Baseball Association.
Hide this content <<

Cosmin Lucaci, CFA
Director 2020 (3-Year Term)

Brownson, Rehmus & Foxworth
200 S Wacker Dr Suite 2300
Chicago, IL 60606

More about Cosmin Lucaci, CFA >>

 
Cosmin is a member of Brownson, Rehmus & Foxworth's Real Estate, Private Equity, Public Markets, Knowledge Management, and Investment Strategy Committees. As a member of the research department, Cosmin helps in designing and implementing the company's investment strategies as well as identifying investment managers.

Prior to joining BRF, Cosmin was at the Federal Reserve Bank of Chicago. In his time there he worked on several projects, including co-authoring a study with senior economists that was presented at the Federal Reserve's annual Bank Structure Conference and subsequently published in the Journal of Financial Services Research.

Cosmin is currently pursuing his MBA at the University of Chicago Booth School of Business. Cosmin received his BA in Economics and Political Science from Northwestern University and is a Chartered Financial Analyst. Cosmin is a member of the Union League Club of Chicago where he serves on the House Rules committee. He is a Board member for the UL Boys and Girls Club and Chicago Engineers' Foundation and is a part of The CFA Chicago's Distinguished Speaker Series Committee. Cosmin has also served on various committees for The Logos School of Music and Northwestern University.
Hide this content <<

Shannon Curley, CFA
Chief Executive Officer

CFA Society Chicago
134 N LaSalle St
Suite 1740
Chicago, IL 60602
(312) 251-1301

More about Shannon J. Curley, CFA >>

 
Shannon J. Curley, CFA, joins CFA Society Chicago with more than 25 years of investment management and financial operational experience. He has been a Charterholder since 1997, and has been a member of the CFA Chicago since 2004. Previously, Curley worked at UBS O'Connor, LLC as a Director of the Long/Short Equity Hedge Fund. He has held various financial and investment positions in New York, Houston and St. Louis before moving to Chicago. Curley has a MBA in Finance from Tulane University, a BA in Economics and BA minor in Mathematics from Fairfield University.
Hide this content <<

 

Last updated: July 2017