2011-2012 CFA Society of Minnesota Board of Directors

Executive Committee

President – Robert L. Buss, CFA, CIPM;  Disciplined Growth Investors
Vice President – Kim M. Brustuen, CFA;  U.S. Bank
Secretary – Michael W. Seppelt, CFA;  Evercore Wealth Management, LLC
Treasurer – Jessica D. Murray, CFA;  Thrivent Asset Management
Immediate Past President – Anthony Carideo, CFA;  The Carideo Group
Executive Director  – Maren L. Amdal; CFA Minnesota, ex officio

Committee Chairs

Business / Financial Management – Jessica D. Murray, CFA;  Thrivent Asset Management
Education Committee – Jacob M. Seltz, CFA;  Wells Fargo
Employment Committee – Kristine J. Mogollon, CFA; Thrivent Asset Management
Membership Committee – Joshua M. Howard, CFA;  Quantitative Advantage
Program Committee – Raj Balachandran; U.S. Bank
Public Awareness Committee – Samuel D. Smith; Peregrine Capital Management
Strategic Planning Committee – Kim M. Brustuen, CFA;  U.S. Bank

Directors at Large

Daniel R. Aronson, CFA; Tealwood Asset Management (co-chair, Program Committee)
Karen A. Florez, CFA; Wells Fargo Private Bank (co-chair, Public Awareness Committee)
Derek R. Hoyt, CFA;  KDV Wealth Management
Ben D. Johnson, CFA;  Speece Thorson Capital Group
Michael A. Lingvall, CFA
Todd A. Mangis, CFA, CIMA; PIMCO (co-chair, Program Committeee)
Annette M. Masterson, CFA;  Travelers Companies
Mark A. Mooers, CFA;  Black River Asset Management
Mark E. Peiler, CFA;  BNC National Bank
Teresa J. Richardson, CFA;  Minnesota State Board of Investment
David R. Spangler, CFA; Thrivent Asset Management (co-chair, Business / Financial Management)
Toby G. Stoops, CFA; U.S. Bank
Greg C. Zick, CFA;  Xcel Energy

Directors Emeritus

Jeff LeMunyon, CFA; Linwood Capital, LLC
Pat Coleman, CFA;  Jeffrey Slocum & Associates, Inc.

* The contact information of our members is not to be used, for anything other than appropriate Society business, without explicit permission from the CFA Society of Minnesota.

Board of Directors Organizational Chart