2019-2021 VICE PRESIDENT
CO-CHAIR, CHALLENGING PERCEPTIONS
Kathryn Lyons, CFA, CAIA
Board member since 2017
Vice President, Senior Portfolio Manager
U.S. Bank Private Wealth Management
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Kate's bio
2019-2021 SECRETARY
Sheila Healy Berube, CFA
Board member since 2013
Independent Consultant
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Sheila's bio
2019-2021 TREASURER
CHAIR, BUSINESS & FINANCIAL MANAGEMENT COMMITTEE
Chip Jamison, CFA
Board member since 2017
Principal Financial Analyst-Accounting Policy
Allianz Life Insurance Company of North America
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Chip's bio
2019-2021 PAST PRESIDENT
CHAIR, NOMINATING COMMITTEE
Mark Peiler, CFA
Board member since 2010
Chief Investment Officer
BNC National Bank
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Mark's bio
EXECUTIVE DIRECTOR
Mark Salter, CAE, ABC
Board member (ex officio) since 2012
Executive Director
CFA Society Minnesota
612.317.2888
executivedirector@cfamn.com
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Mark's bio
DIRECTORS
DIRECTOR
Christy Bipes
Board member since 2019
Senior Manager, Marketing & Communications
RBC Global Asset Management
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Christy's bio
DIRECTOR
CHAIR, MEMBERSHIP & ETHICS COMMITTEE
Amanda Carter, CFA
Board member since 2017
Associate Professor
Bethel University
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Amanda's bio
DIRECTOR
CHAIR, STRATEGIC PLANNING COMMITTEE
Tom Crandall, CFA, CAIA
Board member since 2014
Senior Director-Asset Allocation
Ameriprise Financial
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Tom's bio
DIRECTOR
CHAIR, PROGRAMS COMMITTEE
Ben Duininck, CFA
Board member since 2015
Vice President, Senior Research Analyst
Nuveen Asset Management
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Ben's bio
DIRECTOR
CHAIR, EDUCATION COMMITTEE
Matt Grimes, CFA
Board member since 2012
Managing Director
Wells Capital Management
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Matt's bio
DIRECTOR
CHAIR, RESEARCH CHALLENGE SUBCOMMITTEE
Jonathan B. Levy, J.D.
Board member since 2012
Partner
Ballard Spahr LLP (formerly Lindquist & Vennum)
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Jon's bio
DIRECTOR
CHAIR, ANNUAL DINNER SUBCOMMITTEE
Andrew Rem, CFA
Board member since 2018
Portfolio Manager, Senior Research Analyst
Nuveen Asset Management
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Andrew's bio
DIRECTOR
CHAIR, CAREER DEVELOPMENT COMMITTEE
CO-CHAIR, CHALLENGING PERCEPTIONS
Carol Schleif, CFA
Board member since 2017
Deputy Chief Investment Officer
Abbot Downing
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Carol's bio
DIRECTOR
CHAIR, ADVOCACY & PUBLIC AWARENESS COMMITTEE
David Slegh, CFA, CAIA
Board member since 2015
Portfolio Manager
Quantitative Advantage, LLC
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David's bio
DIRECTOR
Sam Somuri, CFA, CFP, CAIA
Board member since 2012
Senior Portfolio Manager
U.S. Bank Private Wealth Management
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Sam's bio
DIRECTOR
Mark A. Traster, CFA
Board member since 2013
Senior Vice President, Portfolio Manager
Nuveen Asset Management
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Mark's bio