Sign In

​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​Board of Directors

EXECUTIVE COMMITTE​E

​​

     2019-2021 ​PRESIDENT
     ​CHAIR, BOARD OF DIRECTORS

     Chris May, CFA
     ​Board member since 2016​

​​Global Manager Research Analyst
RBC Wealth Management ​ ​

View Chris's​ bio

Kate.jpg    2019-2021 VICE PRESIDENT
     ​CO-CHAIR, CHALLENGING PERCEPTIONS

     ​Kathryn Lyons, CFA
     ​Board member since 2017​


Vice President, Senior Portfolio Manager
U.S. Bank Private Wealth Management

View Kate's bio

​ ​

​​     2019-2021 SECRETARY

     ​Sheila Healy Berube, CFA
     ​Board member since 2013​


​Independent Consultant

View 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

View Chip's bio​

     ​2019-2021​ PAST PRESIDENT
     CHAIR, NOMINATING COMMITTEE​​

     ​​Mark Peiler, CFA
     ​​​​Board member since 2010​

Chief Investment Officer
BNC National​ Bank​

View 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​

View Mark's bio

​ ​

DIRECTORS​​

​​ ​​

​​     DIRECTOR​

     ​Christy Bipes
     ​Board member since 2019​


Senior Manager, Marketing & Communications
RBC Global Asset Management

View Christy's bio

​​     DIRECTOR​
     ​CHAIR, MEMBERSHIP & ETHICS COMMITTEE​

     ​Amanda Carter, CFA
     ​Board member since 2017​

​Associate Profe​ssor
Bethel University 

View Amanda's bio

​​     DIRECTOR
     ​CHAIR, STRATEGIC PLANNING COMMITTEE​

     ​Tom Crandall, CFA, CAI​A
     ​Board member since 2014​

Senior ​​Director​-Asset Allocation
Ameriprise Financial 

View Tom's bio​​

​​     DIRECTOR
     ​CHAIR, PROGRAMS COMMITTEE​

     ​Ben Duininck, CFA
     ​Board member since 2015​

​Vice President, Senior Research Analyst
Nuveen Asset Management 

View Ben's bio​

​ ​

​​     DIRECTOR
     ​CHAIR, EDUCATION COMMITTEE​

     ​Matt Grimes, CFA
     ​Board member since 2012​

​Managing Director
Wells Capital Management

View Ma​tt's bio​

​​     DIRECTOR
     ​CHAIR, RESEARCH CHALLENGE SUBCOMMITTEE​

     ​Jonathan B. Levy, J.D.
     ​Board member since 2012​


​Partner
Ballard Spahr LLP (formerly Lindquist & Vennum)

View Jon's bio

​​     DIRECTOR
​     ​CHAIR, ANNUAL DINNER SUBCOMMITTEE​

     Andrew Rem, CFA
     ​Board member since 2018​

Portfolio Manager, Senior Research Analyst
Nuveen Asset Management

View 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

View Carol's bio​

​​     DIRECTOR
     ​CHAIR, ADVOCACY & PUBLIC AWARENESS COMMITTEE​

     David Slegh, CFA, CAIA
     ​Board member since 2015​

​Portfolio Manager
Quantitative Advantage, LLC

View David's bio​

​​     DIRECTOR​

     ​Sam Somuri, CFA, CFP, CAIA
     ​Board member since 2012​


​Senior Portfolio Manager
U.S. Bank Private Wealth Management 

View Sam's bio​

​​     DIRECTOR​

     Mark A. Traster, CFA
     ​Board member since 2013​


Senior Vice President, Portfolio Manager
Nuveen Asset Management

View Mark's bio​

​ ​