We are pleased to invite you to join your fellow members on August 25, 2021, for the CFA Society Chicago Annual Business Meeting. As stakeholders in the Society, learn more about CFA Society Chicago's future plans and goals. Leadership will provide a year-end review in addition to a strategic overview of the organization. Regular members will vote on the nominated slate of directors before formally recognizing outgoing society leaders.
If you cannot attend the meeting please fill out and submit the Online Proxy that was sent to all members via email (must be submitted by 11:00 PM on August 24, 2021). If you did not receive the email please contact the CFA Society Chicago office at firstname.lastname@example.org or 312.251.1301.
Registration closes at 5:00 PM on August 24, 2021.
5:00 PM - 5:30 PM: Networking & Registration
5:30 PM - 6:00 PM: Annual Business Meeting
6:00 PM - 7:00 PM: Networking Cocktail Reception
Menu: Light hors d’oeuvres, complimentary beer, wine & soft drinks
CFA Society Chicago Board of Directors
CFA Society Chicago is pleased to announce the candidates nominated for the 2021-2022 CFA Society Chicago Officers and Board of Directors. While we hope you will join us for our virtual meeting, we will accept directed proxies online. You will need your CFA Institute number and your password to submit a proxy. If you have problems logging in, please contact the CFA Society Chicago office at (312) 251-1301.
View the proposed slate of 2021-2022 Officers and Directors with full bios
New one-year term ending August 31:
Chair: Garrett Glawe, CFA – S&P Dow Jones Indices (2022)
Vice Chair: William Fitzpatrick, CFA – Logan Capital (2022)
Secretary Treasurer: Catherine Drake, CFA – PPM America (2022)
New one-year term ending August 31:
Class D: Kristan Rowland, CFA – William Blair (2022) (Immediate Past Chair)
New three-year terms ending August 31:
Class B: Kweku Obed, CFA – Marquette Associates (2024)
Class B: Tiffany Greenhouse, CFA – MSCI (2024)
Class B: Jennika Gold Thomas, CFA – Morningstar (2024)
Class E: Aaron Meder, CFA – LGIM America (2022)
Class E: Mamadou-Abou Sarr – V-Square Quantitative Management (2022)
Directors continuing in their respective terms ending August 31:
Class A: Rich Excell, CFA – University of Illinois, Gies College of Business (2023)
Class A: Jeremy Heer, CFA – University of Chicago Office of Investments (2023)
Class A: Katharine Wyatt, CFA – Loyola University (2023)
Class C: Michael Miranda, CFA – BMO Family Office (2022)
Class C: Brady O'Connell, CFA – Callan Associates (2022) (New Class, Same Term)
Class C: Sunitha Thomas, CFA – Northern Trust (2022)
Class E: William Harding, CFA – Jackson National Asset Management (2022)
Class E: Zach Hillard, CFA – Busey Wealth Management (2022)
President & Chief Executive Officer:
Christopher T. Vincent, CFA
The 2020-2021 Governance and Nominating Committee:
Dan Kastholm, CFA
(Chair) (Immediate Past Chair)
Michael Miranda, CFA
BMO Family Office
Sunitha Thomas, CFA
Doug Laskowski, CFA
Alan Meder, CFA
Duff & Phelps Investment Management Co.
Kristan Rowland, CFA
Garrett Glawe, CFA
(Vice Chair) (ex-officio)
S&P Dow Jones Indices
William Fitzpatrick, CFA
(Secretary Treasurer) (ex-officio)
Important Notice: The health and safety of staff and attendees are the Society’s priorities. The Society will be following all recommended local government guidelines and venue policies. As such locations are subject to change based on this information. Please make sure to review the City of Chicago's Latest Guidance prior to the event to get the most updated list of COVID guidelines. We look forward to meeting in person!
Renaissance Chicago Downtown Hotel Guidelines: Guests that are fully vaccinated are optional to wear masks and guests who are not vaccinated are required to wear masks.
*Special Notes Regarding Fees:
Credit card is required to guarantee ALL reservations. Day-of-event registrations accepted on-site only if applicable and space available. Visa, MasterCard, American Express, Discover and Diners Club are accepted. Cancellations accepted until 5:00 PM, August 19th. If guests fail to cancel before the deadline and/or fail to attend the event they will be charged a $20 fee.