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A Member of the CFA Institute Global Network of Societies

​​​​​​​2016-17 CFA Society Minnesota Board of Directors

Executive Committee​

President - Mark E. Peiler, CFA; BNC National Bank (Board term began 2010)
Vice President - Chris May, CFA;​ RBC Wealth Management (2016)
Secretary - Teresa J. Richardson, CFA; Advanced Capital Group, Inc.​ (2010)
Treasurer - Jacob M. Seltz, CFA; Wells Fargo (2006)
Assistant Treasurer - Chip Jamison, CFA​; Allianz Life Insurance Company of North America (2017)
President - Joshua M. Howard, CFA; RBC Global Asset Management (2009)
Executive Director - Mark R. Salter, CAE, ABC; CFA Minnesota, ex officio

Committee Chairs

Advocacy/Public Awareness Committee - David Slegh, CFA; Quantitative Advantage (2015)
Business / Financial Management -  Jacob M. Seltz, CFA; Wells Fargo (2006)

Education Committee - Matthew A. Grimes, CFA; Wells Capital Management (2012)
Employment Committee - Carol Schleif, CFA​; Abbot Downing (2017)
Membership Committee - Kate Lyons, CFA​; US Bank Private Wealth Management (2017)
Program Committee - Benjamin H. Duininck, CFA; Nuveen Asset Management​ (2015)

Strategic Planning Committee - Mark E. Peiler, CFA; BNC National Bank (2010)

​Directors at Large

Sheila Healy Berube, CFA (2013)
Amanda Carter, CFA​; Bethel University (2017)
Thomas L. Crandall, CFA; Ameriprise Financial (2014)
Matt Dornik, CFA, CFP®;​ TreeLine Wealth Management (Ameriprise Financial Services)​​ (2016)
Daniel A. Henken, CFA; Advantus Capital Management​​​​ (2015)
Ben D. Johnson, CFA; Speece Thorson Capital Group​ (2010)
Carol A. Kuha, CFA; RBC Global Asset Management (2013)
​​Jonathan Levy, J.D.; Lindquist & Vennum (2012)
Sam R. Somuri, CFA; U.S. Bank(2012)
Mark A. Traster, CFA; Nuveen Asset Management (2013)
James Treanor; Jeffrey Slocum & Associates, Inc (2014)​
Greg C. Zick, CFA​; Xcel Energy (2015)​

Advisory Committee

Daniel R. Aronson, CFA; EPIQ Partners, LLC
Anthony Carideo, CFA; The Carideo Group
Jeff LeMunyon, CFA; Linwood Capital, LLC
Michael A. Lingvall, CFA​​

* The contact information of our members is not to be used, for anything other than appropriate Society business, without explicit permission from CFA Society Minnesota.

Board of Directors Organizational Chart

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