CFA Society of Chicago

Description

Address: 33 N LaSalle St #910, Chicago, IL 60602 Phone: (312) 251-1301: Category: : Hours: : : Place name: : Website: : Website: http://www.cfachicago.org/ Category: Association or organization Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of CFA Society Chicago Posting publicly on the Web Write a review Reviews 1 Google review

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CFA Society of Chicago Employees

Employee
Years
Job
Industry
Christopher Vincent, CFA Christopher Vincent, CFA Greater Chicago Area Details
Christopher Vincent, CFA's CFA Society of Chicago Experience July 2012 - June 2013
Job Head of Fixed Income at William Blair and Company
Industry Investment Management
Experience
CFA Society Chicago  July 2015 - Present
CFA Institute  April 2012 - Present
Loyola University Chicago  November 2010 - Present
William Blair and Company  June 2002 - Present
CFA Society Chicago  July 2014 - June 2015
CFA Society Chicago  June 2013 - June 2014
William Blair & Company  October 2012 - July 2013
CFA Society of Chicago   July 2012 - June 2013
CFA Chicago   April 2011 - May 2012
CFA Society of Chicago   2006 - 2009

Skills
Investments, Asset Managment, Portfolio Management, Equities, Asset Allocation, Fixed Income, Financial Services, Alternative Investments, Mutual Funds, Investment Strategies, Investment Management, Bonds, Series 7, Options, Private Equity, Derivatives, Finance, Series 63, Asset Management, Equity Research, Due Diligence, Investment Advisory, Financial Analysis, Insurance, Financial Markets, Corporate Finance, Valuation, Financial Modeling, Securities, Risk Management, Financial Advisory, Wealth Management, Bloomberg, Credit, Strategic Financial..., Trading, Relationship Management, Emerging Markets, Investment Banking, Capital Markets, Hedge Funds

Education
Saint Louis University   1982 — 1984
MBA

University of Missouri-Columbia   1974 — 1978
BSBA, Finance/Economics

April Heitz April Heitz Greater Chicago Area Details
April Heitz's CFA Society of Chicago Experience December 2010 - November 2011
Job Equity Analyst at Spot Trading LLC
Industry Financial Services
Experience
Spot Trading LLC  March 2015 - Present
PEAK6 Investments LP  November 2013 - September 2014
PEAK6 Investments LP  November 2012 - November 2013
PEAK6 Investments LP  February 2012 - November 2012
Phalanx Capital Management, LLC   June 2011 - January 2012
CFA Society of Chicago   December 2010 - November 2011
Loyola University Chicago  November 2010 - November 2011
Loyola University Chicago  November 2010 - November 2011
HDR Architecture, Inc  January 2006 - May 2009
Veteran's Affairs Medical Center  December 2001 - September 2004

Skills
Microsoft Excel, VBA, PowerPoint, Microsoft Word, Leadership, Financial Analysis, R, Economics, Derivatives, Options, Portfolio Management, Valuation, Financial Modeling, Series 56, Bloomberg Terminal, Microsoft Power Point, AutoCAD, Revit, Bloomberg

Education
Loyola University of Chicago - Graduate School of Business   2010 — 2011
Master of Science, Finance

Estudio Sampere   2004 — 2005
Spanish Language

University of Cincinnati   2000 — 2005
Bachelor of Science, Civil and Environmental Engineering

John D. Skjervem, CFA John D. Skjervem, CFA Salem, Oregon Details
John D. Skjervem, CFA's CFA Society of Chicago Experience July 2007 - June 2010
Job Chief Investment Officer at Oregon State Treasury
Industry Investment Management
Experience
Oregon State Treasury  November 2012 - Present
Northern Trust  January 2012 - September 2012
Northern Trust  January 2005 - December 2011
CFA Society of Chicago   July 2007 - June 2010
Northern Trust  July 2002 - January 2005
Northern Trust  June 1997 - July 2002
Northern Trust  July 1991 - June 1997

Skills
Asset Allocation, Wealth Management, Asset Managment, Alternative Investments, Portfolio Management, Hedge Funds, Investment Strategies, Investments, Equities, Investment Management, Fixed Income, Investment Advisory, Mutual Funds, Private Equity, High Net Worth..., Financial Analysis, Private Banking, Asset Management, Equity Research, Risk Management, Fund Of Funds, Capital Markets, Securities, Bonds, Financial Markets, Wealth Management...

Education
The University of Chicago - Booth School of Business
MBA, Finance and Statistics

University of California, Santa Barbara
BA, Economics

Tom Marthaler Tom Marthaler Greater Chicago Area Details
Tom Marthaler's CFA Society of Chicago Experience 2008 - June 2011
Job Managing Director at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman  April 2006 - Present
DeVry Inc.  2005 - Present
Loyola University Chicago  2005 - Present
CFA Society of Chicago   2008 - June 2011
Lehman Brothers  2006 - 2008
ABN AMRO  2003 - 2005
Chicago Capital   2000 - 2002
The Chicago Trust Company   1990 - 2000
Chicago Title Insurance Company  1981 - 1989

Skills
Investments, Portfolio Management, Asset Allocation, Asset Managment, Equities, Valuation, Fixed Income, Asset Management, Due Diligence, Investment Management, Financial Analysis, Mutual Funds, Investment Advisory, Mergers & Acquisitions, Alternative Investments, Bonds, Investment Strategies, Trading

Education
Quinlan School of Business, Loyola University Chicago   1983 — 1985
MBA, Financial Management

University of St. Thomas   1977 — 1981
BA, Finance, Economics

James Van Osten James Van Osten Greater Chicago Area Details
James Van Osten's CFA Society of Chicago Experience January 2013 - Present
Job Managing Director at Montana Analytics
Industry Financial Services
Experience
Montana Analytics   April 2011 - Present
CFA Society of Chicago   January 2013 - Present
Deloitte&Touche  2008 - 2011
Countrywide  2007 - 2008
Hollister Group, LLC   June 2005 - May 2007
Freddie Mac  April 2002 - May 2005
National Association of Homebuilders  May 2001 - April 2002
US Census Bureau  July 1998 - April 2001

Skills
Securitization, Structured Finance, MBS, Commercial Mortgages, ABS, Valuation, Credit, Residential Mortgages, CMBS, CDO, Structuring, Financial Modeling, Credit Analysis, Fixed Income, Enterprise Risk..., Financial Risk, Credit Risk, Market Risk, Risk Management, Structured Products, Quantitative Finance, Finance, Securities, Financial Structuring, SAS, Analytics, Economics, Econometrics, Capital Markets

Education
Rochester Institute of Technology   1993 — 1998
B.S, Applied Statistics

Howard Cohen, CFA Howard Cohen, CFA Chicago, Illinois Details
Howard Cohen, CFA's CFA Society of Chicago Experience September 2008 - Present
Job Investment Banking/Private Equity Professional
Industry Financial Services
Experience
Blaige & Company  2009 - Present
CFA Society of Chicago   September 2008 - Present
Bank of America  1995 - 2008
JetBlue Airways  1999 - 2002
Bank of America  1994 - 1995
Bank of America (Continental Bank)   1989 - 1994
General Services Administration  1988 - 1989

Skills
Private Equity, Risk Management, Competitive Analysis, Regulations, Portfolio Management, Financial Modeling, Investments, Financial Analysis, Valuation, Alternative Investments, Asset Managment, Equities, Hedge Funds, Capital Markets, Asset Allocation, M&A experience, Series 7, Wealth Management

Education
Northwestern University - Kellogg School of Management   1986 — 1988
MBA, Finance

Grinnell College   1971 — 1975
B.A., History

Waseda University   1973 — 1974
Junior Year Abroad

Mather High School   1967 — 1971
High School

Indira Garapati Indira Garapati Dallas/Fort Worth Area Details
Indira Garapati's CFA Society of Chicago Experience May 2008 - June 2010
Job
Industry Financial Services
Experience
Other  June 2008 - Present
CFA Society of Chicago   May 2008 - June 2010
Bank of America  May 2007 - May 2008
Electronic Data Systems  January 1996 - June 2002

Skills
Translating complex..., Communication and..., Project Management, Excel, PowerPoint, Business Analysis, Microsoft Excel, Program Management, Financial Analysis, Financial Modeling, Leadership

Education
The University of Chicago - Booth School of Business   2002 — 2004
MBA

North Carolina State University   1992 — 1994
MS

Jill Poznick Epstein Jill Poznick Epstein Greater San Diego Area Details
Jill Poznick Epstein's CFA Society of Chicago Experience September 2003 - January 2010
Job Executive Director at California Association of Marriage and Family Therapists
Industry Nonprofit Organization Management
Experience
California Association of Marriage and Family Therapists  May 2011 - Present
California Massage Therapy Council  June 2010 - April 2011
CFA Society of Chicago   September 2003 - January 2010
Physicians for Responsible Negotiation   January 2000 - September 2003
American Medical Association  August 1998 - December 1999
National Committee to Preserve Social Security and Medicare  December 1994 - August 1998
AARP  September 1992 - September 1993

Skills
Fixed Income, Politics, Public Speaking, Nonprofits, Financial Analysis, Negotiation, Event Management, Volunteer Management, Leadership, Research, Event Planning, Private Equity, Media Relations, Finance, Strategic Planning, Equities, Budgets, Mergers & Acquisitions, Portfolio Management, Investments, Strategy, Fundraising, Management, Strategic Communications, Staff Development, Wealth Management, Financial Modeling, Marketing, Program Development, Public Relations, Non-profits, Mutual Funds, Social Media, Hedge Funds, Asset Managment, Alternative Investments, Risk Management

Education
American University Washington College of Law   1989 — 1992
JD

University of Michigan   1985 — 1989
BA

Half Hollow Hills High School East   1982 — 1985

Joseph Knecht Joseph Knecht Greater Chicago Area Details
Joseph Knecht's CFA Society of Chicago Experience July 2000 - June 2001
Job Director, Investment Advisory Services at CTC | myCFO
Industry Investment Management
Experience
CTC myCFO  July 1991 - Present
CFA Society of Chicago   July 2000 - June 2001

Skills
Portfolio Management, Investments, Wealth Management, Hedge Funds, Private Equity, Asset Allocation, Financial Planning, Investment Management, Banking, Fixed Income, Equities, Wealth Management..., Investment Advisory, Alternative Investments, Estate Planning, Asset Managment, Strategic Financial..., Leadership, Financial Advisory, Retirement Planning, Securities, Mutual Funds, Investment Strategies, High Net Worth..., Financial Analysis, Asset Management, Bonds, Capital Markets, Fund Of Funds

Education
The University of Chicago - Booth School of Business   1994 — 1999
Master of Business Administration, Finance and Marketing

Harvard University   1980 — 1984
A.B., Physics

Leo Harmon, CFA Leo Harmon, CFA Greater Chicago Area Details
Leo Harmon, CFA's CFA Society of Chicago Experience 2005 - Present
Job Partner, Managing Director at Fiduciary Management Associates
Industry Investment Management
Experience
CFA Society of Chicago   2005 - Present
Fiduciary Management Associates  2003 - Present

Education
Duke University - The Fuqua School of Business   1992 — 1994
MBA, Finance

Steven Schouten Steven Schouten Chicago, Illinois Details
Steven Schouten's CFA Society of Chicago Experience May 2010 - May 2011
Job Associate at Deloitte Consulting
Industry Management Consulting
Experience
Deloitte Consulting  June 2011 - Present
CFA Society of Chicago   May 2010 - May 2011
Univeristy of Illinois at Chicago  August 2009 - May 2011
Windy City Orthopedics and Sports Medicine   December 2008 - August 2009
Freshii Inc   November 2007 - September 2008
Restaurants America  April 2005 - November 2007
Wabash Yacht Club   January 2001 - June 2004

Education
University of Illinois at Chicago   2009 — 2011
M.B.A., Finance

Purdue University - Krannert School of Management   1997 — 2001
B.S., Management

Phil Stekl Phil Stekl Austria area Details
Phil Stekl's CFA Society of Chicago Experience June 1996 - December 2011
Job Member at CFA Society of Chicago
Industry Education Management
Experience
Ruderverein Ister   September 2011 - Present
Spell of the Yukon, Inc.   September 2011 - Present
CFA Society of Chicago   June 1996 - December 2011
Chicago Stammtisch   2008 - 2011
William Blair and Company  1996 - 2011

Education
Goethe-Institut Chicago   2001 — 2011
Zertifikat Deutsch, German studies

CFA Institute   1993 — 1995
Certified Financial Analyst, finance & investment research

The University of Connecticut School of Business   1989 — 1991
MBA, FInance

1984 Olympic Team   1984 — 1984
Silver medal

University of Pennsylvania   1974 — 1978
BA, English Literature