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




Meet_the_Committee_Banners.png


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




3_2.png


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




3_2.png


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
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