If you cannot attend the meeting please fill out and submit the Online Proxy (Members will receive this via email the week of July 8th and must be submitted by 5:00 PM on August 27, 2024). If you do not receive the email, please contact the CFA Society Chicago office at info@cfachicago.org.
CFA Society Chicago is pleased to announce the candidates nominated for the FY 2025 CFA Society Chicago Officers and Board of Directors. While we hope you will join us for our in-person 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 info@cfachicago.org.
Fee*: Complimentary (Members Only)
Registration: Online
Agenda:
5:00 - 5:30pm: Networking & Registration
5:30 - 6:00pm: Annual Business Meeting
6:00 - 7:00pm: Networking Cocktail Reception
Welcome & Society Updates (5:30)
Christopher T. Vincent, CFA - CEO
Catherine Drake, CFA – Chair
Financial Update
Katharine Wyatt, CFA – Secretary Treasurer
Presentation of Officer/Director Slate & Vote
William Fitzpatrick, CFA – Chair of Governance & Nominating Committee
Katharine Wyatt, CFA – Secretary Treasurer
Questions from the Membership for the Executive Committee
Catherine Drake, CFA – Chair
Jeremy Heer, CFA – Vice Chair
Katharine Wyatt, CFA – Secretary Treasurer
William Fitzpatrick, CFA – Immediate Past Chair
Christopher T. Vincent, CFA – CEO
Outgoing Leadership/Chairman Recognition
Christopher T. Vincent, CFA– CEO
Adjourn (6:00)
Catherine Drake, CFA – Chair
Attire: Business Casual
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 FY 2025 CFA Society Chicago Officers and Board of Directors. While we hope you will join us for our 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 info@cfachicago.org.
Please review the candidates' credentials here.
OFFICERS (VOTE NEEDED)
New one-year term ending August 31:
Chair: Jeremy Heer, CFA, CAIA – University of Illinois Foundation (2025)
Vice Chair: James Boudreault, CFA – CME Group (2025)
Secretary Treasurer: Peeyush Shukla, CFA – Heitman (2025)
Immediate Past Chair: Catherine Drake, CFA (2025)
DIRECTORS (VOTE NEEDED)
New one-year term ending August 31:
Class E: Sulin Ba, PhD – Driehaus College of Business at DePaul University (2025)
Class E: Robert Behan, CFA – Calamos Investments (2025)
Class E: Melissa Binder, CFA – Principal Asset Management (2025)
Class E: Nick Vassilos, CFA – Charles Schwab Asset Management (2025)
New three-year term ending August 31:
Class A: Matthew Morris, CFA – UBS Wealth Management (2026)
(Replacing James Boudreault, CFA 2 years)
Class B: Nancy Aversa, CFA – William Blair Investment Management (2027)
Class B: Derik Coffey, CFA – Channing Capital Management (2027)
Class B: Janelle Woodward, CFA – Allstate Investments (2027)
INFORMATION ONLY – (NO VOTE NEEDED)
Directors continuing in their respective terms ending August 31:
Class A: Benjamin Johnson, CFA,– Morningstar (2026)
Class A: Erika Maschmeyer, CFA – Columbia Threadneedle Investments (2026)
Class C: Sheri Hawkins, CFA – Northern Trust Asset Management (2025)
Class C: Aaron Meder, CFA – (2025)
Class C: Carla Norfleet Taylor, CFA – Fitch Ratings (2025)
President & Chief Executive Officer:
Christopher T. Vincent, CFA
Additional Documents for Review
Bylaws – No Changes Recommended this year.
The FY 2024 Governance and Nominating Committee:
William Fitzpatrick, CFA
(Chair) (Immediate Past Chair)
Jeff Kernagis, CFA
Vident
Patrick Lynch, CFA
Christian Brothers Service
Erika Maschmeyer, CFA
Columbia Threadneedle Investments
Peeyush Shukla, CFA
Heitman
Catherine Drake, CFA
(Chair) (ex-officio)
Jeremy Heer, CFA
(Vice Chair) (ex-officio)
University of Illinois Foundation
Katharine Wyatt, CFA
(Secretary Treasurer) (ex-officio)
Loyola University Chicago