Meet our Volunteers & Committees



COMMITTEE CHAIR
MR. PETER A. SULLIVAN, CFA
LIBERTY MUTUAL GROUP


COMMITTEE MEMBER
MR. ADITYA AGRAWAL, CFA
WELLINGTON MANAGEMENT GROUP LLP


COMMITTEE MEMBER
MR. BRIAN T. EDDY, CFA
EDDY COMPANY, LLC


COMMITTEE MEMBER
MR. ADAM SHERMAN, CFA
WELLS FARGO




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COMMITTEE CO-CHAIR
MS. EILEEN DUREY
HEMENWAY TRUST


COMMITTEE MEMBER
MS. DIANE CULLEN, CFA
COLUMBIA THREADNEEDLE


COMMITTEE MEMBER
MS. ILONNA J. RIMM, CFA
MORNINGLIGHT HEALTHCARE CAPITAL, LLC
COMMITTEE CO-CHAIR
MR. MICHAEL J. GREIS, CFA
RIVERBEND ADVISORS


COMMITTEE MEMBER
MR. SEAN D. FULLERTON, CFA
WELLS FARGO ASSET MANAGEMENT
COMMITTEE MEMBER
MR. KEN E. ANADU, CFA, CAIA
FEDERAL RESERVE BANK OF BOSTON


COMMITTEE MEMBER
MS. DIONNE N. GREEN, CFA
FIDELITY INVESTMENTS
COMMITTEE MEMBER
MS. JEANNIE K. CHUN, CFA
FIDELITY INVESTMENTS


COMMITTEE MEMBER
MS.TIFFANY YING HU, CFA
STATE STREET GLOBAL ADVISORS




BOARD OF DIRECTORS
CHAIR, EDUCATION PROGRAMS
PETER SULLIVAN, CFA
 

COUNCIL CHAIR
MR. JUSTIN T. KLOSEK, CFA
CAXTON ASSOCIATES LP
FOCUS: FIXED INCOME &
ECONOMIST PROGRAMS
MR. KEN E. ANADU, CFA, CAIA
FEDERAL RESERVE BANK OF BOSTON

FOCUS: PRIVATE WEALTH PROGRAMS
MR. EDWIN D. EVERETT, CFA
INDEPENDENT ADVISOR








FOCUS: SUSTAINABLE INVESTING
& GLOBAL EQUITIES PROGRAMS
MR. MICHAEL J. GREIS, CFA
RIVERBEND ADVISORS
FOCUS: QUANTITATIVE METHODS
& FINTECH PROGRAMS
DR. RICHARD O. MICHAUD, PH.D
NEW FRONTIER ADVISORS, LLC
FOCUS: ECONOMIST, STRATEGIST
& ALTERNATIVES PROGRAMS
CHRIS POWERS, CFA, CAIA
PARAMETRIC PORTFOLIO ASSOCIATES

FOCUS: COMPLIANCE PROGRAMS
MRS. DEBI D. ROSSI, CIPM
KYZA PERFORMANCE CONSULTING, L.L.C.










FOCUS: FINTECH PROGRAMS
MS. MANASI VORA, CFA
NEBULOUS
FOCUS: PRIVATE WEALTH &
ASSET MANAGEMENT PROGRAMS
MR. JIMMY ZHAO, CFA
MCKINSEY & COMPANY




COMMITTEE CHAIR
MR. MICHAEL J. GREIS, CFA
RIVERBEND ADVISORS


COMMITTEE MEMBER
MR. LAWRENCE F. POHLMAN
 


COMMITTEE MEMBER
MS. ALLISON WALSH, CFA
INCOME RESEARCH & MANAGEMENT, INC.
COMMITTEE MEMBER
MS. JEANNIE K. CHUN, CFA
FIDELITY INVESTMENTS


COMMITTEE MEMBER
MS. PATRICIA M. SCHNEIDER, CFA
FIDUCIARY TRUST COMPANY


COMMITTEE MEMBER
MR. ANDREW B. WETZEL, CFA
F.L. PUTNAM INVESTMENT MANAGEMENT COMPANY INC
COMMITTEE MEMBER
MS. AIMEE B. FORSYTHE, CFA
CAMBRIDGE TRUST CO


COMMITTEE MEMBER
MR. LEE K. SOUTER, CFA
FACTSET




COMMITTEE MEMBER
MR. NOEL E. FRIEDMAN, CFA
MSCI, INC.


COMMITTEE MEMBER
MR. TONY TRZCINKA, CFA
IMPAX ASSET MANAGEMENT






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COMMITTEE LEADERSHIP
MS. ALICE C. AVANIAN, CFA
GOLDMAN SACHS


COMMITTEE MEMBER
MS. AILEEN BARBIELLINI AMIDEI, CFA
LONGFELLOW INVESTMENT MANAGEMENT CO., LLC


COMMITTEE MEMBER
MS. JACQUELINE J. GONG, CFA
HANCOCK NATURAL RESOURCE GROUP


COMMITTEE MEMBER
MR. JOSEPH G. MCDONAGH, CFA
BNY MELLON


COMMITTEE MEMBER
MRS. FIROZA F. PANTHAKI, CFA
NEW YORK LIFE INVESTMENT MANAGEMENT LLC


COMMITTEE MEMBER
MR. KEVIN E. STODDARD, CFA
STODDARD FINANCIAL, LLC


COMMITTEE MEMBER
MR. JOHNNY Y. YONG, CFA
MANUFACTURERS' LIFE INSURANCE CO
COMMITTEE LEADERSHIP
MR. WILLIAM D. KRAUSE, CFA
THE NORTHERN TRUST


COMMITTEE MEMBER
MS. ALICE DONNASELVA, CFA
THE CRANE INSTITUTE OF SUSTAINABILITY


COMMITTEE MEMBER
MR. JEREMIAH K. HOLLY, JR., CFA
STATE STREET GLOBAL ADVISORS, INC.


COMMITTEE MEMBER
MR. YOTAM MENDLINGER, CFA
BOSTON UNIVERSITY


COMMITTEE MEMBER
MR. ROBERT B. SEGAL, CFA
ATLANTIC CAPITAL STRATEGIES INC


COMMITTEE MEMBER
MS. STEPHANIE C. TORSKI, CFA
INFOLOGY, LLC


COMMITTEE MEMBER
MS. XI ZHAO, CFA
SPINNAKER ANALYTICS LLC
COMMITTEE LEADERSHIP
MR. MICHAEL E. MULLIN, CFA
CLARO ADVISORS LLC


COMMITTEE MEMBER
MS. MARY ELLEN EAGAN, CFA
 


COMMITTEE MEMBER
MR. ROBERT F. KANIA, JR., CFA
MOORE FINANCIAL ADVISORS


COMMITTEE MEMBER
MR. GLENN T. MIGLIOZZI, CFA
BABSON COLLEGE


COMMITTEE MEMBER
RAY SICARD, CFA


COMMITTEE MEMBER
MR. MATTHEW HENRY TRACHY, CFA
LMCG INVESTMENTS, LLC


COMMITTEE LEADERSHIP
BRENT BELL, CFA
STATE STREET GLOBAL ADVISORS, INC.


COMMITTEE MEMBER
MR. SEAN D. FULLERTON, CFA
WELLS FARGO ASSET MANAGEMENT


COMMITTEE MEMBER
MR. WILLIAM LEONE, CFA
WELLS FARGO


COMMITTEE MEMBER
MS. SUZANNE E. NORMAN, CIMA
MILLIMAN FINANCIAL RISK MANAGEMENT


COMMITTEE MEMBER
MR. HARLAN RICHARD SONDERLING, CFA
SONDERLING BROTHERS


COMMITTEE MEMBER
MS. GUL YANMAZ-KARSLIGIL, CFA
NEXTSEED CAPITAL




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Mr. Ian D. Arvin, CFA
Mr. Andrew F. Astley, CFA
Ms. Alice C. Avanian, CFA
Ariel Fromer Babcock, CFA
Ms. Aileen Barbiellini Amidei, CFA
Mr. Brent Bell, CFA
Mr. Daniel R. Brady, CFA
Mr. Anthony Jonathon Colbert, CFA
Mr. Mark Constant
Ms. Alice DonnaSelva, CFA
Ms. Mary Ellen Eagan, CFA
Ms. Rebecca S. Forsythe, CFA
Mr. Sean D. Fullerton, CFA
Mr. George M. Hakimeh, CFA
Mr. Jeremiah K. Holly, Sr., NSSA
Mr. Wenliang Hou, CFA
Mr. Robert F. Kania, Jr., CFA
Ms. Elizabeth Kenyon, CFA
Mr. William Leone, CFA
Ms. Laura L. Levesque, CFA
Mr. Nathan I. Levin, CFA
Mrs. Barbara Wall Lobosco
Ms. Katherine A. Martelon, CFA
Ms. Allysen Mattison, CFA
Mr. Joseph G. McDonagh, CFA
Mr. John J. McLaughlin, III, CFA
Mr. Yotam Mendlinger, CFA
Mr. Michael E. Mullin, CFA
Mr. Seth Muriph, CFA
Ms. Sarah Walsh Nardozza, CFA
Mr. Brian O'Keeffe, CFA
Mrs. Firoza F. Panthaki, CFA
Mr. Mark N. Peters, CFA
Mr. Christopher Brian Reed, CFA
Ms. Wei Romualdo, CFA
Mr. Bradford T. Rutan, CFA
Mr. Scott Sample, CFA
Ms. Megan M. Scipione, CFA
Mr. Robert B. Segal, CFA
Ray Sicard, CFA
Mr. Vijay Sinha, President & CEO
Mr. Peter A. Sullivan, CFA
Ms. Stephanie C. Torski, CFA
Mr. Matthew Henry Trachy, CFA
Mr. Harsh Vahalia, CFA
Mr. W Eric Wimer, CFA
Ms. Maria C. Zarro, CFA