Career Development

Lindsay Cook, New England Canada Business Council, Chair
John Drummey, CFA, State Street Corporation
Tiffany Hu, CFA, Arrowstreet Capital
Peter Lert, CFA, Crowninshield Financial Research
Sergio Martin, CFA, Medtronic
William Morelli, CFA, Columbia Threadneedle
Daniel Siliski, Acadian Asset Management
David Smith, Merrill Lynch Wealth Management
Joshua Stein, CFA, Longfellow Investment Management
Gail Sweeney, CFA, MFS Investment Management

Membership

Stacey L. Marino, CFA, CAIA, Chair
Brent Bell, CFA, FRM, State Street Global Advisors
Mahesh Jayakumar, CFA, State Street Global Advisors
Turin Jin, Arthur D. Little
Robert F. Kania, Jr., CFA
Brendan S. Lang, CFA, Alliance Bernstein
Michael Meehan, CFA, Putnam Investments
Susana Ngan, CFA, CFP, Baystate Wealth Management
Mitch J. Pomerance, CFP, CFA, Fidelity Investments
Marc L. Ross, CFA, CFP, CLU, Signator Investors, Inc.
Yingzhen Tan, CFA, PanAgora Asset Management
Xueyan Wang, CFA, Cys Investments, Inc.
Garth E. Wilscher, CFA

Mentorship

Marilyn Mendel Han, Boston Wharf Investment Management, Chair
Robert B. Pinkham, CFA, Fidelity Investments
Gregory Register, CFA, Bank of Tokya - Mitsubishi UFJ
Elizabeth Yi Su, CFA, Boston Common Asset Management
Bradley J. Ursillo, CFA, MSCI
Angela D. Williams, CFA, Prime, Buchholz & Associates

Young Leaders

Greg Lewis, CFA, Siharum Advisors, Chair
David Milkes, CFA, CPA, Colchester Partners, Co-Chair
Atit Amin, CEB
James C. Bolante, CFA, Fiera Capital Corporation
Timothy G. Haley, CFA
Michael R. Joyce, CFA, Pioneer Investments
Douglas LaRose, CFA, John Hancock Financial Services
Jared P. Lou, CFA, GMO
Xiaobo Ma, CFA, Wellington Management Company
Joseph D. Maduri, CFA, Commonwealth Financial Network
Luke Matton, CFA, State Street Global Advisors
Matthew R. Meikleham, CFA, BNY Mellon Wealth Management
Nathan Myers, CFA, MSCI
Francis J. Pruell, CFA, EMC Copropration
Anna Semakhin, CFA, Eaton Vance Management

Programs - Alternatives

Shana Ann Sissel, CAIA, Fidelity Investments, Chair
Brian Basiliere, CFA, Prime Buchholz & Associates
Arugher J. Ebersole, CFA, CAIA, Prime Buchholz & Associates
Tarik M. Emara, CFA, Citi Private Bank
Bruce D. George, CFA, CAIA, P/E Investments, LLC
Matthew A. Katz, CFA, Athena Capital Advisors
Ross Klein, CFA, Boston Partners Asset Management
Scott P. Minkowsky, CFA, STAG Industrial
Dulari D. Pancholi, CFA, NEPC
Raymond J. Sicard, III, GB Credit Partners
Charles Worden, CFA, HarbourVest Partners, LLC
Layla Zhu, Loomis,Sayles & Company, L.P.

Programs - Fixed Income

Henry Peabody, CFA, Eaton Vance Management, Chair
Akshay Anand, CFA, Longfellow Investment Management
Sean Patrick Blatchley, CFA, Partners HealthCare System, Inc.
Iris L. Butnaru
Amelia Carrera Truco
Natalia Glekel, CFA, Stndard Life Investments
Mahesh Jayakumar, CFA, State Street Global Advisors
Michelle Kim, CFA, Wellington Management
Stacey S. McAllister, CFA
Joanne Robinson
Lauren E. Sepolen, CFA
Joshua M. Smith, CFA, CIPM, MFS Investment Management

Programs - Global Equities

Michael Greis, Riverbend Advisors, Chair
Edward A. Ciancarelli, CFA, The Colony Group
James Garrett, CFA Delphi Management, Inc.
Soo Jin Jeong, CFA, Fidelity Investments
Christopher P. Luongo, CFA, Fidelity Investments
Brian J. Malloy, CFA, Crosby Advisors
Douglas V. Moon, CFA, JP Morgan Private Bank
Kenneth Pitman, CFA, MSCI Inc.
Yifei Shea, CFA, GMO
George John Stathis, CFA, Citigroup Global Markets
Sreeram Thirukkonda, CFA, Batterymarch Financial Management
Mary L. Wong, CFA

Programs - Private Wealth Management

Brian T. Eddy, CFA, CFP, Eddy Company, LLC, Co-Chair
Edwin D. Everett, CFA, Co-Chair
Zachary A. Bourque, CFA, Rice, Heard & Bigelow, Inc
David H. Thompson, CFA, Highmount Capital
Dylan C. Brix, CFA, The Sustainability Group
Jeremy A. Cote, CFA, Trillium Asset Management
Justin DuMouchelle, CFA, Bainco International Investors
Noel Friedman, CFA, MSCI
Natalie G. Hedlund, Payden
Eric Uchida Henderson, CFA, East Horizon Investments LLC
Todd J. Mulligan, CFA, CFP, Morgan Stanley Wealth Management
Kelly C. Orr, Vanguard
Chris Shepler, CFA, MSCI, Inc.
Matthew Solomon, Weston Financial - New Century Portfolios
David H. Thompson, CFA, Brown Advisory
Nicholas R. Walton, CFA, MFS Investment Management

Programs - Quantitative Investing

James Anderson, CFA, Chair
Ghazanfer S. Baig, CFA, Northfield Information Services
Eric L. Biegeleisen, CFA, Broadmeadow Capital, LLC
George D. Mussalli, CFA, PanAGora Asset Management
George N. Patterson, Jr., CFA, BMO
Xiamin Qi, CFA, SCS Financial
Kenneth P. Robinson, CFA, CIPM, CFA Institute
Joseph A. Rothermich, CFA, Thomson Reuters 
Sonia H. Spirling, CFA, Nataxis Global Asst Management
Mark C. Szigety, CFA, Harvard Management Company, Inc.
Leonardo C. Topa, Wellington Management

Programs - Strategist/Economist

Vitaly Veksler, CFA, Beyond Borders Investment Strategies, Chair
Justin H. Bourgette, CFA, Eaton Vance
Hugh L. Crowther, Crowther Investment
Paul S. Edelstein, CFA, IHS Global Insight, Inc.
Constance M. Everson, CFA, Capital Markets Outlook Group
Joseph B. Hosler, CFA, Putnam Investments
Benjamin M. Lavine, CFA, Ben Lavine Consulting, LLC
Michael E. Mullin, CFA, MEM Capital Advisors
Bret Jared Valeriao, CFA, BNY Mellon

Financial Literacy

Alice C. Avanian, CFA, Leerink Partners, Co-Chair
William D. Krause, CFA, Moody, Lynn & Lieberson, Co-Chair
Ariel Babcock, CFA 
Matthew Cahill, CFA, Great Hill Partners
Maria Cella, CFA, Manulife John Hancock
Patricia Clarke, PhD, Emmanuel College
Robert Conron, CFA, BNY Mellon
John Cranston, Cranston Capital Management
Kate Dumas, CFA, Prime Buchholz
Michael Dunn, CFA, Forsan Investing LLC
Adam Eugene, Fidelity investments
Sofia Faruqi, CFA, Loring, Wolcott Coolidge
Fadi Freiha, CFA, Wellington Management
Sean Fullerton, CFA, State Street, Center for Applied Research
Eric Ganeles, Fidelity Investments
Stephen Gaudette, CFA, Northfield Information Services
Donald Gilbert, Gilbert Schaab Investment Management
Craig Goryl, CFA, Cabot Wealth Management
Jeremiah Holly, Sr., Financial Engines
Laura Howenstine, CFA, Wellington Management Company
Ernest Jacob, CFA, Longnook Capital Management
Carl Knowlton, CFA, Knowlton & Associates
Courtney Madden, Wellington Management
Jim McCartney, CFA, Net Lease Capital Advisors
John McLaughlin, CFA, John Hancock Financial Services
Ray Morris, CFA, Fidelity Investments
Daniel O'Neill, CFA FAV-ONE Investments, LLC
Firoza Panthaki, CFA
Jose Luis Rojas Villarreal, CFA, Mass Growth Capital
Debi Rossi, CIPM, Kyza Performance Consulting
Catherine Ryan, CFA, Cedar Rock Investment Advisors
Peter Shapiro, CFA, Comgest
Lee Souter, CFA, FactSet Research Systems
Stephanie Torski, CFA, Infology, LLC
Mike Tropeano, CFA, State Street
Peter van Amson, CFA, Convexity Capital
Fred Wainwright, Ledyard Financial Advisors
Johnny Yong, CFA, Manulife Asset Management
Maria Zarro, Office of the Comptroller of the Currency
Viktor Vasilev, New York Life