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

EXECUTIVE COMMITTEE

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Kate.jpg     2021-2023 PRESIDENT
     CHAIR, BOARD OF DIRECTORS

     ​Kathryn Lyons, CFA, CAIA
     ​Board member since 2017​


Regional Director of Investments
BMO Wealth Management

View Kate's bio

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Kate.jpg     2021-2023 VICE PRESIDENT
 
     Rob Britton, CFA
     ​Board member since 2021​


Partner / Portfolio Manager
Minneapolis Portfolio Management Group

View Rob's bio

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​​     2021-2023 SECRETARY​

     ​Melissa Gilbertson
     ​Board member since 2020​


​Chief Operating Officer
Mairs and Power

View Melissa's bio​

​​     2021-2023​ TREASURER
     CHAIR, BUSINESS & FINANCIAL MANAGEMENT COMMITTEE​​​​

     ​Cory Markling, CFA
     ​Board member since 2021

Partner, Transaction Advisory Services
Lurie, LLP

View Cory's bio​

     2021-2023 ​PAST PRESIDENT
     ​CHAIR, NOMINATING COMMITTEE

     Chris May, CFA
     ​Board member since 2016​

​​Research Analyst
Kovitz Investment Group Partners ​ ​

View Chris'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

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DIRECTORS​​

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​​     DIRECTOR​
     ​CHAIR, STRATEGIC PLANNING COMMITTEE​

     ​Christy Bipes
     ​Board member since 2019​

Senior Manager, Marketing & Communications
RBC Global Asset Management

View Christy's bio

​​     DIRECTOR​
     ​CHAIR, CAREER DEVELOPMENT COMMITTEE

     ​KC Connors, CFA, CAIA
     ​Board member since 2022​


Partner, Director of Philanthropic, Healthcare, and Private Wealth Divisions
NEPC

View KC's bio

​​     DIRECTOR

     ​Katy Farley, CF​A
     ​Board member since 2022


VP, ​​Director of Structured Products
Travelers

View Katy's bio​​

​​     DIRECTOR
     ​CHAIR, EDUCATION COMMITTEE​

     ​Matt Grimes, CFA
     ​Board member since 2012​

​Head of Money Market Research
Allspring Global Investments

View Ma​tt's bio​

​​     DIRECTOR
     ​CHAIR, RESEARCH CHALLENGE SUBCOMMITTEE​

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


​Partner
Taft Law

View Jon's bio

​​     DIRECTOR
     CHAIR, PROGRAMS COMMITTEE

     Andrew Rem, CFA
     ​Board member since 2018​


​Private Investor

View Andrew'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
     CHAIR, MEMBERSHIP & ETHICS COMMITTEE​
 
     ​Phil Stern, CAIA
     ​Board member since 2021​


Chief Operating Officer
Compass Capital Management 

View Phil's bio​

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​​     DIRECTOR​
     ​FOCUS: DAKOTAS MEMBERS

     Zac Wanzek, CFA, CPA
     ​Board member since 2022

Senior VP / Deputy Chief Investment Officer
Bell Bank Wealth Management

View Zac's bio​

​​     DIRECTOR
     ​FOCUS: ESG INITIATIVES

     Mackenzie Willems, CFA
     ​Board member since 2022

Senior Investment Analyst, Credit Strategies
Margaret A. Cargill Philanthropies

View Mackenzie's bio​