Speaker: Kanchana Suresh, CFA, CPWA
Kanchana is a Regional Senior Investment Officer and Senior Vice President at Northern Trust with over 20 plus years of experience in Wealth Management. In her current role, she provides comprehensive investment advice for high-net-worth individuals, families and non-profit institutions using our Goals Driven Wealth Management framework. She serves in key leadership role overseeing her team's investment partners and collaborating closely with the OCIO to ensure our core investment principles are implemented across our client base. She also serves on the Central Region's Leadership Committee. She is a member of the Wealth Management's Investment Advisory Committee.
Kanchana received her B.B.A in Commerce from Madurai Kamaraj University in India. She received a M.S in Financial Markets and Trading from the Illinois Institute of Technology
She earned the Chartered Financial Analyst (CFA) designation from the CFA Institute. She also earned the Certified Private Wealth Advisor (CPWA®) Certification.
She is a member of the CFA Institute, the CFA Society Chicago and Investments and Wealth Institute.
She serves on the boards of Nourishing Hope and Plan International USA.
Kanchana lives in the Chicago and enjoys hiking, running and traveling.
Moderator: Kristen Rowland, CFA
Kristan Rowland, CFA, CPWA, is a Portfolio Manager in Wealth Management at UBS. Prior to joining UBS, Rowland spent a significant part of her career in equity research. She was a member of the Global Equity investment team at William Blair covering the financial sector, supporting both developed and emerging markets strategies, and earlier was a buy-side research analyst at Mesirow Financial where she had primary coverage of the financial sector, supporting three institutional value equity strategies. Prior to Mesirow Financial, Rowland was a generalist equity analyst at Morningstar and published research reports on companies in a variety of industries. Rowland 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 CFA Institute and CFA Society Chicago. She also holds the Certified Private Wealth Advisor® designation and is a member of the Investments and Wealth Institute. Rowland is a past Chair of CFA Society of Chicago. She served as a member of the Executive Committee and Board of Directors of CFA Society Chicago for four years (2018-2022). She also served as co-chair of CFA Society Chicago’s Annual Dinner Committee from 2015-2017. Kristan currently serves on UBS Americas Portfolio Management Program Council.
Fee:
Member: $60
Non-Member: $80
Student: $25