The Vault Series features prominent speakers and topics which are relevant to our members and guests for their continuing education. 

As we continue our Vault Series, we welcome David Mabie, CFA, David Meehan, CFA, and
Lisa Radomski, CFA
Join us as they discuss Private Wealth Management.

Speakers:
David Mabie, CFA

Dave Mabie has been in the investment business since 1991. Dave co-founded Chicago Capital in 2018 after holding portfolio management and research roles with William Blair and Stein Roe & Farnham. Early in his career, Dave was an analyst at A.C. Nielsen.

Dave is a Chartered Financial Analyst and a member of the CFA society of Chicago. He has been named a Top Financial Advisor by Barron’s, a Best-In-State Wealth Advisor by Forbes, a Notable Financial Advisor by Crain’s, and a Five Star Wealth Manager by Chicago Magazine. Dave has been featured by the Wall Street Journal, Chicago Sun Times, Chicago Financial Times, Family Wealth Report, and other publications.

Dave is a Trustee of Lewis & Clark College and a member of the Advisory Board of the Bates Center for Entrepreneurship and Leadership. He is a Trustee of WTTW|WFMT, public broadcasting. He is a Director of the Chicago High School for the Arts (ChiArts) Foundation and the Franklin Philanthropic Foundation. He is a member of the Springboard Foundation and the Investment Committee of the School for Little Children. Dave is a member and manager of Cache Creek Ranch LLC, which owns and operates a cattle ranch in Wilsall, Montana.

Education: B.S. Lewis & Clark College; M.M. Northwestern University Kellogg Graduate School of Management

David Meehan, CFA

David Meehan is the CIO and Financial Advisor at Maple Street Capital Advisors, LLC where he offers investment management and financial planning as one service to individuals and families.

David graduated from the University of Missouri in 2009 with a degree in finance and then proceeded to work as an investment analyst at Winthrop Capital Management in Indianapolis, Harris Associates in Chicago, and Klecker Capital Management from Washington D.C. He then returned to Chicago and founded Maple Street in 2018. Outside of Maple Street, he is a member of the Village of Barrington Hills Plan Commission.

Lisa Radomski, CFA

Lisa Radomski is a Senior Vice President and Financial Advisor with Morgan Stanley Wealth Management. She provides comprehensive wealth management services to high net worth individuals and their families. Lisa has been a Financial Advisor at Morgan Stanley since 2001.

Prior to this, Lisa worked in a variety of finance roles at Bank of America from 1985 to 2001. She began her time at Bank of America as Manager of SEC Reporting in San Francisco and also held roles in Financial Planning for the Europe, Middle East and Africa Division (EMEA), Bank Credit and Corporate Relationship Management in London. Lisa began her professional life with Price Waterhouse, where she worked from 1979 to l985. She rose from first year Auditor to Audit Manager.

Lisa earned the right to use the Chartered Financial Analyst (CFA) designation in 2000. She holds a CPA license, currently non-practicing, originally issued by the State of California in January 1983. Lisa holds FINRA licenses 7, 31, and 66 and Insurance licenses in several states.

Lisa is a 1979 graduate of Miami University in Oxford, OH. She holds a Bachelor of Science in Business Administration with an emphasis in Accounting.

Moderator:
Jenifer Aronson, CFA

Jenifer is the Founder and Managing Partner of Mosaicfi Wealth Management. From 2005 to 2012 she 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 began her career at the Northern Trust Company in Chicago in 1991 where she started in their Trust department and later became a fixed income trader. From 1995 to 1998, Jenifer was a portfolio manager for the fixed income team at UBS Brinson Partners in Chicago. From 1998 to 2005 Jenifer was a fixed income portfolio manager at Northern Trust Global Investments in Chicago. During her tenure she also managed the fixed income trading desk. Jenifer has her MBA from the University of Chicago, Booth School of Business and her BS in Business from the University of Arizona. She is a Chartered Financial Analyst and an active member of the CFA Society of Chicago and the Chartered Financial Analyst Institute.

Price:  This is a complimentary event

Location:  33 N. LaSalle Street (Lower Level Vault Space) 

Passport Program
This is a "Passport Program." Members of any local CFA society may attend at the CFA Society Chicago member rate. If you are only a member of CFA Institute, you do not qualify for the society member rate.