Meet our Volunteers & Committees

COMMITTEE CHAIR

MR. PETER A. SULLIVAN, CFA

LIBERTY MUTUAL GROUP

COMMITTEE MEMBER

MS. MANASI VORA, CFA

NEBULOUS

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

COMMITTEE CO-CHAIR

MS. EILEEN DUREY

HEMENWAY TRUST

COMMITTEE MEMBER

MR. SEAN D. FULLERTON, CFA

WELLS FARGO ASSET MANAGEMENT

COMMITTEE CO-CHAIR

MR. MICHAEL J. GREIS, CFA

RIVERBEND ADVISORS

COMMITTEE MEMBER

MS. DIONNE N. GREEN, CFA

FIDELITY INVESTMENTS

COMMITTEE MEMBER

MR. KEN E. ANADU, CFA, CAIA

FEDERAL RESERVE BANK OF BOSTON

COMMITTEE MEMBER

MS. TIFFANY YING HU, CFA

STATE STREET GLOBAL ADVISORS

COMMITTEE MEMBER

MS. DIANE CULLEN, CFA

COLUMBIA THREADNEEDLE

COMMITTEE MEMBER

MS. ILONNA J. RIMM, CFA

MORNINGLIGHT HEALTHCARE CAPITAL, LLC

BOARD OF DIRECTORS
CHAIR, EDUCATION PROGRAMS

HEATHER YOUNG, CFA

LOOMIS, SAYLES & COMPANY, L.P.

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. BRIAN T. EDDY, CFA

EDDY COMPANY, LLC

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. NOEL E. FRIEDMAN, CFA

MSCI, INC.

COMMITTEE MEMBER

MS. PATRICIA M. SCHNEIDER, CFA

FIDUCIARY TRUST COMPANY

COMMITTEE MEMBER

MS. ALLISON WALSH, CFA

INCOME RESEARCH & MANAGEMENT, INC.

COMMITTEE MEMBER

MS. JEANNIE K. CHUN, CFA

FIDELITY INVESTMENTS

COMMITTEE MEMBER

MR. CHRISTOPHER J. GAUTHIER, CFA

STONEHEARTH CAPITAL MANAGEMENT

COMMITTEE MEMBER

MR. CRAIG S. SCHOLL, CFA

LAZARD ASSET MANAGEMENT LLC

COMMITTEE MEMBER

MR. ANDREW B. WETZEL, CFA

F.L. PUTNAM INVESTMENT MANAGEMENT COMPANY INC

COMMITTEE MEMBER

MR. MARK J. DUFFY, CFA

LONGFELLOW INVESTMENT MANAGEMENT

COMMITTEE MEMBER

MR. BRETT A. MIRLIANI, CFA

BIRCH HILL INVESTMENT ADVISORS

COMMITTEE MEMBER

MR. LEE K. SOUTER, CFA

FACTSET

COMMITTEE MEMBER

MS. AIMEE B. FORSYTHE, CFA

CAMBRIDGE TRUST CO

COMMITTEE MEMBER

MR. LAWRENCE F. POHLMAN

COMMITTEE MEMBER

MR. TONY TRZCINKA, CFA

IMPAX ASSET MANAGEMENT

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

HEATHER YOUNG, CFA

LOOMIS, SAYLES & COMPANY, L.P.

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

MR. ADITYA AGRAWAL, CFA

MR. JOSEPH M. ALFANO, CFA

ARIEL FROMER BABCOCK, CFA

DR. AUGUSTINE ROY BACKER, CFA

MR. MICHAEL G. BEAN, CFA

MR. ROGER J. BEL, III, CFA

MR. GORDON E. BENNETT, CFA

MR. DARYL J. BRADFORD, CFA

MR. RALPH BRADLEY, CFA

MR. DANIEL R. BRADY, CFA

MR. CHRISTOPHER W. BRYCE, CFA

MR. KEVIN W. CALLAHAN, CFA

MR. SOUNAK CHATTERJEE, CFA

MR. ALAIN CHINCA, CFA

MR. EDWARD A. CIANCARELLI, CFA

DR. PATRICIA A. CLARKE

MR. TIMOTHY BRENDAN COBB, CFA

MR. SEAN DANIEL BLAKE COLLINS, CFA

MR. LOUIS E. CONRAD, II, CFA

MR. JACOB CONVICER, CFA

MR. NATHAN M. COREY, CFA

PATRICK MICHAEL CREAHAN, CFA

MR. ANTHONY C. CRISCUOLO, CFA

MR. MATTHEW CURRAN, CFA

MS. BETTINA A. DAVIDS, CFA

MR. JAMES D. DAVIE, CFA

MR. FRANCESCO DRAETTA, CFA

MR. STEVEN DRAY, CFA

MS. KATE D. DUMAS, CFA

MR. MICHAEL F. DUNN, CFA

MR. ALEXANDER DYSON, CFA

MS. SUSAN RENEE ECKMAN, CFA, CPA

MR. BRIAN T. EDDY, CFA

MR. DEREK R. ENGELKING, CFA

MR. CHARLES ENGLE, JR., CFA

MS. LINDSEY FARRELL, CFA

MS. SUSAN E. FARRIS, CFA

MR. ANDREW M. FINNEGAN, CFA

MS. ALYSSA FIORE, CFA

MS. ASHLEY M. FRITZ, CFA

MR. ROD M. GALLAGHER, CFA

MS. QI GAO, CFA

MR. KEITH R. GENTRY, CFA

MS. ELAINE R. GILLIM, CFA

MR. MATTHEW C. HALPERIN, CFA

MR. JACOB HARLEY, CFA

MR. WALTER W. HARTFORD, CFA

MR. TONY R. HENDERSON, CFA

MR. MICHAEL DAVID D. HIGGINS, CFA

MR. JAMES E. HOLLIS, III, CFA

MR. WENLIANG HOU, CFA

MS. LEIGH B. HURD, CFA

MR. JOHN R. INGRAM, CFA

MR. NILAN JAYASINGHE, CFA

MR. MATHEW R. JENSEN, CFA

MR. GEOFFRY A. JUVILER

MR. MICHAEL KEARNEY, CFA

MR. BRIAN KMETZ, CFA

MS. CATHERINE M. KONICKI, CFA

MR. SRIKANTH KRISHNAMURTHY, CFA

MR. RODNEY H. LANDIS, CFA

MR. LEO LAW, CFA

MR. JOHN R. LAYTON, CFA

MR. NATHAN I. LEVIN, CFA

MS. YING LIU, CFA

MRS. BARBARA WALL LOBOSCO

DANIEL PATRICK LYNCH, CFA

MR. BRIAN MALLOY, CFA

XINDI MAO, CFA

MS. KATHERINE A. MARTELON, CFA

MS. ALLYSEN MATTISON, CFA

MR. CONOR W. MCCARTHY, CFA

MR. JAMES R. MCCARTNEY, IV, CFA

MR. MARTIN MCGRATH, CFA

MR. FRANCIS R. MIETHE, CFA

MR. GLENN EDGAR MURPHY, JR., CFA

MR. STEPHEN W. MURPHY, CFA

MR. DEVIN C. O'HANLON, CFA

MR. BRIAN O'KEEFFE, CFA

MR. JOHN P. O'LOUGHLIN, CFA

MR. WILLIAM A. O'MALLEY, CFA

DR. KOEUN PARK, CFA

MR. JOSEPH A. PARLAVECCHIO, CFA

MR. RYAN DONALD PATTON, CFA

MR. MARK N. PETERS, CFA

MR. LAWRENCE F. POHLMAN

MS. NICOLE M. PYTLAK, CFA

MR. EROS SPYROS QENDRO, CFA

MS. INDHU RAGHAVAN, CFA

MR. CHRISTOPHER A. RAY, CFA

MR. SAMUEL N. REES, CFA

MR. ROBINSON ROACHO

MRS. DEBI D. ROSSI, CIPM

MR. BRADFORD T. RUTAN, CFA

MS. CATHERINE D. RYAN, CFA

MS. KATE SALTONSTALL, CFA

MR. SCOTT SAMPLE, CFA

NOEL SAMU, CFA

MR. JAN-THOMAS SCHÖPS, CFA

MS. MEGAN M. SCIPIONE, CFA

MR. EDWARD SHEA, CFA

DR. STEPHAN D. SHIPE, CFA

RAY SICARD, CFA

MR. KENT G. SIEFERS

MR. VIJAY SINHA, PRESIDENT & CEO

MR. TIMOTHY SO, CFA

BRIAN J. SOKOLOWSKI, CFA

MR. JAE SONG, CFA

MR. WILLIAM SPENCE, CFA

MR. CHRISTOPHER B. STEWARD, CFA

MR. KAVI SUD, CFA

MS. RACHELLE L. TAQQU, CFA

MR. ALI A. TAWAWALLA, CFA

MR. THANH CHI TRAN, CFA

MR. BRADLEY J. URSILLO, CFA

MR. HARSH VAHALIA, CFA

MR. VIKTOR B. VASILEV, CFA

MR. RAVINDRAN VENKATAKRISHNAN, CFA

MRS. RENATA SALGADO WAGGETT, CFA

MR. TOBIN F. WALTERS, CFA

MS. VICTORIA WANG, 0

XINXIN WANG, CFA

MR. MICHAEL H. WASSON, CFA

MR. MARK E. WEINBURG, CFA

MR. KELLEN M. WEST, CFA

MR. BRIAN R. WILLER, CFA

MR. WILLIAM ERIC WIMER, CFA

MR. ROBERT S. WOODBURY, CFA

MR. NICHOLAS W. WOODGATE, CFA

MR. TAYSEER MOHAMMAD AHM M. ZAIDAN, CFA

MS. MARIA C. ZARRO, CFA