Board of Directors

EXECUTIVE COMMITTEE

2023-2026 PRESIDENT
CHAIR, BOARD OF DIRECTORS

Rob Britton, CFA
Board member since 2021​


Partner / Sr Portfolio Manager
Minneapolis Portfolio Management Group

View Rob's bio

2023-2026 VICE PRESIDENT

Zac Wanzek, CFA, CPA
​Board member since 2022


Senior VP / Deputy Chief Investment Officer
Bell Bank Wealth Management

View Zac's bio​

Melissa Gilbertson

2021-2024 SECRETARY​

​Melissa Gilbertson
​Board member since 2020​


​Chief Operating Officer
Mairs and Power

View Melissa's bio​

Cory Markling

2021-2024​ 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​

2023-2026 ​PAST PRESIDENT
CHAIR, NOMINATING COMMITTEE

Kathryn Lyons, CFA, CAIA
Board member since 2017​


Regional Director of Investments
BMO Wealth Management

View Kate'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


DIRECTOR​
CHAIR, PROGRAMS COMMITTEE

Chris Becker, CFA
Board member since 2023


Special Assets Credit Manager
Bremer Bank

View Chris's bio

DIRECTOR​
CO-CHAIR, STRATEGIC PLANNING

​David Brandmire, CFA
Board member since 2023


Vice President, Lead Investment Research Analyst, Global Securities Research
Wells Fargo

View David'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
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​​​

Jon Levy

DIRECTOR
CHAIR, RESEARCH CHALLENGE SUBCOMMITTEE​

Jonathan B. Levy, J.D.
​Board member since 2012​


​Partner
Taft Law

View Jon's bio​​​

Mackenzie Willems

DIRECTOR
FOCUS: ESG INITIATIVES

Mackenzie Merrill, CFA
Board member since 2022


Senior Investment Analyst, Credit Strategies

Margaret A. Cargill Philanthropies

View Mackenzie'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​