Board of Directors

2026-2028 PRESIDENT
CHAIR, BOARD OF DIRECTORS

Zac Wanzek, CFA, CPA
​Board member since 2022

Chief Investment Officer
Bell Bank Wealth Management

View Zac's bio​

2026-2028 VICE PRESIDENT
​
Mackenzie Merrill, CFA
Board member since 2022

Senior Investment Analyst, Credit Strategies
Margaret A. Cargill Philanthropies

View Mackenzie's bio​

PAST PRESIDENT
CHAIR, NOMINATING COMMITTEE

Rob Britton, CFA
Board member since 2021​

Partner / Sr Portfolio Manager
Minneapolis Portfolio Management Group

View Rob's bio

SECRETARY

Jordan Thorpe
Board member since 2025
​
Analyst
Compass Capital Management

View Jordan's bio

TREASURER
CHAIR, BUSINESS & FINANCIAL MANAGEMENT COMMITTEE​​​​
​
Cory Markling, CFA
Board member since 2020

Partner and Managing Director
EisnerAmper's Transaction and M&A Advisory Group

View Cory's bio​​

EXECUTIVE DIRECTOR
​
Shannon Schaaf, MBA
Board member (ex officio) since 2022
​
Executive Director
CFA Society Minnesota
​612.317.2888
​[email protected]​

View Shannon's bio

DIRECTOR​
CHAIR, PROGRAMS COMMITTEE
​​
Chris Becker, CFA
Board member since 2023

Special Assets Credit Manager
Bremer Bank

View Chris's bio​

DIRECTOR​
CHAIR, CAREER DEVELOPMENT COMMITTEE
​
​David Brandmire, CFA
Board member since 2023

Executive Director, Sr. Lead Investment Research Analyst
Wells Fargo Investment Institute

View David's bio

DIRECTOR

Sam Donaldson, CFA
Board member since 2025

​VP, Credit
Proterra

View Sam's bio

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

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

View KC's bio​​

DIRECTOR
CO-CHAIR, STRATEGIC PLANNING
​
Katy Farley, CF​A
​Board member since 2022

VP, ​​Director of Structured Products
Travelers

View Katy's bio​​​​

DIRECTOR
CHAIR, EDUCATION COMMITTEE​
​
Curt LaChappelle, CFA
Board member since 2023

Assistant Portfolio Manager
LoCorr Funds

View Curt's bio​​​​

DIRECTOR
CHAIR, RESEARCH CHALLENGE SUBCOMMITTEE​
​
Jonathan B. Levy, J.D.
​Board member since 2012​

​
​Partner
Taft Law

View Jon's bio​​​​

DIRECTOR
​
Katie Minus
Board member since 2025

Relationship Client Manager
Disciplined Growth Investors (DGI)

View Katie'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​

DIRECTOR

Ryan Trebil, CFA
Board member since 2025

Investment Manager
Mairs & Power

View Ryan's bio