Board of Directors

EXECUTIVE COMMITTEE

Kate Lyons

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​
Rob Britton

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

​
Partner / Portfolio Manager
Minneapolis Portfolio Management Group

View Rob's bio​

Melissa Gilbertson

2021-2023 SECRETARY​
​
​Melissa Gilbertson
​Board member since 2020​

​
​Chief Operating Officer
Mairs and Power

View Melissa's bio​​​

Cory Markling

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​​

Chris May

2021-2023 ​PAST PRESIDENT
CHAIR, NOMINATING COMMITTEE
​
Chris May, CFA
Board member since 2016​

​​Research Analyst
Kovitz Investment Group Partners ​ ​

View Chris's​ bio​

Chris May

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

DIRECTORS


Christy Bipes

DIRECTOR​
CHAIR, STRATEGIC PLANNING COMMITTEE​
​​
Christy Bipes
Board member since 2019​

Associate Vice President, Marketing
RBC Global Asset Management

View Christy's bio​

Christy Bipes

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​​

Katy Farley

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


VP, ​​Director of Structured Products
Travelers

View Katy's bio​​​​

Matt Grimes

DIRECTOR
CHAIR, EDUCATION COMMITTEE​
​
Matt Grimes, CFA
Board member since 2012​

​Head of Money Market Research
Allspring Global Investments

View Ma​tt's bio​​​​

Jon Levy

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

​
​Partner
Taft Law

View Jon's bio​​​​

Jon Levy

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​

Phil Stern

DIRECTOR
CHAIR, MEMBERSHIP & ETHICS COMMITTEE​
 
Phil Stern, CAIA
​Board member since 2021​


Chief Operating Officer
Compass Capital Management 

View Phil's bio​

Zac Wanzek

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​​

Mackenzie Willems

DIRECTOR
FOCUS: ESG INITIATIVES
​
Mackenzie Willems, CFA
Board member since 2022

Senior Investment Analyst, Credit Strategies
Margaret A. Cargill Philanthropies

View Mackenzie's bio​