CFA Society Indianapolis

A Member of the CFA Institute Global Network of Societies

Andy Thorne, CFA - President

Andy Thorne is an Assistant Vice President with Federal Home Loan Bank of Indianapolis in Treasury Funding & Derivatives. At FHLBI, Andy manages relationships with Futures Commissions Merchants, lead Bank efforts to comply with OTC derivatives clearing requirements, manages funding on mortgage securities portfolios, and he works with senior sales, capital markets, legal and risk management to price bank products. He has previously held treasury, marketing, and systems roles at CNO Financial Group (formerly Conseco) and was a systems consultant prior to being with CNO. Andy received both his Bachelor’s degree and MBA from Indiana University’s Kelley School of Business. - Lead OTC Derivatives Clearing efforts.

Dan Sailer, CPA/ABV, CFA - Vice President

Dan Sailer is a manager in the Business Valuation Services Group at Katz, Sapper, & Miller. He provides valuation and business advisory services for estate and gift planning, succession planning, mergers and acquisitions, employee stock ownership programs (ESOPs), and for dispute purposes. Dan previously was a consultant with a boutique corporate advisory firm specializing in turnarounds and restructurings. He received a Bachelor’s degree from Indiana University’s Kelley School of Business.

Matt Henry, CFA - Secretary

Matt Henry, CFA is a Portfolio Manager and Equity Team Leader at Old National Wealth Management.  Matt is responsible for over $1 billion in assets and specializes in institutional, foundation, endowment, and non-profit portfolios.  Matt also serves as Adjunct Faculty at Ball State University and as a member of the Lilly Endowment / Community Foundation Scholarship Selection Committee for the Community Foundation of Muncie & Delaware County.  Matt holds a BA from the Miller College of Business at Ball State University and an MBA from Western Governors University.  Matt was a 2017 recipient of ​The Star Press and ​M Magazine's ​20 Under 40 award.  Matt volunteers with Indiana Sports Corp and Wheeler Mission.

Megan Linnemeier, CFA - Treasurer

Megan Linnemeier, CFA is an Investment Strategist at 40|86 Advisors, Inc., a wholly-owned subsidiary of CNO Financial Group and a fixed income investment advisor. Megan works on corporate development opportunities and strategic investments in the asset management sector. Prior to joining 40|86 Advisors, she was a member of the Product Management Team at Income Research and Management, a fixed income asset manager located in Boston. She also held various Operations and Sales roles at State Street. She received her MBA from the Indiana University Kelley School of Business and her Bachelor’s degree from Boston College.

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