2017-18 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)
Past 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 - Carol A. Kuha, CFA; RBC Global Asset Management (2013)
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)
Ben D. Johnson, CFA; Speece Thorson Capital Group
(2010)
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; Pavilion Financial Corporation (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; RiskSmart Advisors
* 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
