2019-2021 VICE PRESIDENT
CO-CHAIR, CHALLENGING PERCEPTIONS
Kathryn Lyons, CFA, CAIA
Board member since 2017
Director, Senior Portfolio Manager
BMO 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, ASA
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 and Interim Chief Financial 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
[email protected]
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 Professor
Bethel University
View
Amanda's bio
DIRECTOR
CHAIR, STRATEGIC PLANNING COMMITTEE
Tom Crandall, CFA, CAIA
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
Melissa Gilbertson
Board member since 2020
Assistant VP, IT & Trading Operations Manager
Mairs and Power
View
Melissa's bio
DIRECTOR
CHAIR, EDUCATION COMMITTEE
Matt Grimes, CFA
Board member since 2012
Managing Director
Wells Capital Management
View
Matt's bio
DIRECTOR
Rebecca Kamsin, CFA, CAIA
Board member since 2020
Senior Research Analyst-Alternative Investments
RBC Wealth Management
View
Rebecca'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
Andrew Rem, CFA
Board member since 2018
Private Investor
View
Andrew's bio
DIRECTOR
CHAIR, CAREER DEVELOPMENT COMMITTEE
CO-CHAIR, CHALLENGING PERCEPTIONS
Carol Schleif, CFA, FSA
Board member since 2017
Deputy Chief Investment Officer
BMO Family Office
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