2021-2023 PRESIDENTCHAIR, BOARD OF DIRECTORSKathryn Lyons, CFA, CAIABoard member since 2017
Regional Director of InvestmentsBMO Wealth Management
2021-2023 VICE PRESIDENT Rob Britton, CFABoard member since 2021
Partner / Portfolio ManagerMinneapolis Portfolio Management Group
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2021-2023 SECRETARYMelissa GilbertsonBoard member since 2020
Chief Operating OfficerMairs and Power
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2021-2023 TREASURERCHAIR, BUSINESS & FINANCIAL MANAGEMENT COMMITTEECory Markling, CFABoard member since 2021
Partner, Transaction Advisory ServicesLurie, LLP
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2021-2023 PAST PRESIDENTCHAIR, NOMINATING COMMITTEEChris May, CFABoard member since 2016
Research AnalystKovitz Investment Group Partners
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EXECUTIVE DIRECTORShannon Schaaf, MBABoard member (ex officio) since 2022Executive DirectorCFA Society Minnesota612.317.2888[email protected]
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DIRECTORCHAIR, STRATEGIC PLANNING COMMITTEEChristy BipesBoard member since 2019
Associate Vice President, MarketingRBC Global Asset Management
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DIRECTORCHAIR, CAREER DEVELOPMENT COMMITTEEKC Connors, CFA, CAIABoard member since 2022
Partner, Director of Philanthropic, Healthcare, and Private Wealth DivisionsNEPC
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DIRECTORKaty Farley, CFABoard member since 2022
VP, Director of Structured ProductsTravelers
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DIRECTORCHAIR, EDUCATION COMMITTEEMatt Grimes, CFABoard member since 2012
Head of Money Market ResearchAllspring Global Investments
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DIRECTORCHAIR, RESEARCH CHALLENGE SUBCOMMITTEEJonathan B. Levy, J.D.Board member since 2012
PartnerTaft Law
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DIRECTORCHAIR, PROGRAMS COMMITTEEAndrew Rem, CFABoard member since 2018
Private Investor
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DIRECTORCHAIR, ADVOCACY & PUBLIC AWARENESS COMMITTEEDavid Slegh, CFA, CAIABoard member since 2015
Portfolio ManagerQuantitative Advantage, LLC
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DIRECTORCHAIR, MEMBERSHIP & ETHICS COMMITTEE Phil Stern, CAIABoard member since 2021
Chief Operating OfficerCompass Capital Management
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DIRECTORFOCUS: DAKOTAS MEMBERSZac Wanzek, CFA, CPABoard member since 2022
Senior VP / Deputy Chief Investment OfficerBell Bank Wealth Management
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DIRECTORFOCUS: ESG INITIATIVESMackenzie Willems, CFABoard member since 2022
Senior Investment Analyst, Credit StrategiesMargaret A. Cargill Philanthropies
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