Meet our Volunteers & Committees

COMMITTEE CHAIR

MR. PETER A. SULLIVAN, CFA

LIBERTY MUTUAL GROUP

COMMITTEE MEMBER

MR. EDWIN D. EVERETT, CFA

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

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

DEBI D. ROSSI, CIPM

KYZA PERFORMANCE CONSULTING, L.L.C.

FOCUS: FIXED INCOME &
ECONOMIST PROGRAMS

KEN E. ANADU, CFA, CAIA

FEDERAL RESERVE BANK OF BOSTON

FOCUS: PRIVATE WEALTH PROGRAMS

DANIEL S. KERN, CFA

TFC FINANCIAL MANAGEMENT

FOCUS: SUSTAINABLE INVESTING
& PRIVATE WEALTH PROGRAMS

PATRICIA M. SCHNEIDER, CFA

FIDELITY TRUST COMPANY

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: FIXED INCOME PROGRAMS

GLENN T. MIGLIOZZI, CIPM

BABSON COLLEGE

FOCUS: FINTECH PROGRAMS

MANASI VORA, CFA

NEBULOUS

FOCUS: PRIVATE WEALTH &
ASSET MANAGEMENT PROGRAMS

JIMMY ZHAO, CFA

MCKINSEY & COMPANY

FOCUS: EQUITY MARKET PROGRAMS

JEFFREY K. KERRIGAN, CFA

CONGRESS

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

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

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