Randi Tolber, CFA
Director of Society Relations, Americas
Randi Tolber, CFA is Director of Society Relations for the Americas Region
of CFA Institute. Her team supports the partnership between CFA Institute
and the 89 member societies in the region, providing consultative services
such as governance, business, and strategic planning, and connecting
societies to needed resources, staff, and Institute initiatives. Randi
previously spent fifteen years in Private Wealth investment management,
first for a Wells Fargo predecessor, overseeing a team responsible for $2
billion of private, trust, and endowment assets in South Florida, and later
with Norther Trust Bank. Randi is a former board member and volunteer of
both CFA Society Miami and CFA Society South Florida. She now lives in
Charlottesville, Virginia, where she joined CFA Institute in 2012.
John Sherman, CFA
MDT Balanced Fund
John Sherman is responsible for asset allocation decisions for the Federated MDT Balanced Fund as well as managing the Real Estate Investment Trust investments. He has 25 years of investment experience.
John joined MDT Advisers in 2000 and Federated in 2006. Previous associations include senior analyst, Citizens Financial Group; senior analyst, Federal Deposit Insurance Corporation.
John has a bachelor's degree from North Adams State College and an MBA from Boston University's Graduate School of Management. He is also a CFA charterholder, member of the CFA Institute and member of the Boston Security Analysts Society.
Matthew Eagan, CFA
Vice President, Portfolio Manager
Loomis, Sayles & Co
Matt Eagan is a vice president of Loomis, Sayles & Company and
portfolio manager for the Loomis Sayles fixed income group. He has 26 years
of investment industry experience as a portfolio manager and fixed income
analyst. Matt is a co-portfolio manager of the firm’s flagship Loomis
Sayles Bond Fund—which won the 2009 Morningstar Fund Manager of the Year
award in the fixed income category—as well as the Strategic Alpha,
Strategic Income, High Income, Institutional High Income, Investment Grade
Bond, Fixed Income and Investment Grade Fixed Income funds. Matt joined
Loomis Sayles in 1997 as a fixed income research analyst for the
multisector fixed income team. Prior to Loomis Sayles, he was a senior
fixed income analyst at Liberty Mutual Insurance Company and a senior
credit analyst at BancBoston Financial Company. Matt earned a BA from
Northeastern University and an MBA from Boston University.
Wesley R. Gray, PhD
Founder, CEO, & CIO
After serving as a Captain in the United States Marine Corps, Dr. Gray
received a PhD, and was a finance professor at Drexel University. Dr.
Gray’s interest in entrepreneurship and behavioral finance led him to found
Alpha Architect, an asset management that delivers affordable active
exposures for tax-sensitive investors. Dr. Gray has published four books
and multiple academic articles. Wes is a normal contributor to the Wall
Street Journal, Forbes, and the CFA Institute. Dr. Gray earned an MBA and a
PhD in finance from the University of Chicago and graduated magna cum laude
with a BS from The Wharton School of the University of Pennsylvania.