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The slate outlines proposed one-year and three-year terms ending August 31, listing chairs, executive roles, and class-based directors. The document also includes continuing directors for their existing terms and provides a governance committee snapshot for 2021-2022. It further contains bios for key officers, describing their leadership roles, professional responsibilities, and credentials.",{"@graph":69,"@context":126},[70,84,105],{"@type":71,"itemListElement":72},"BreadcrumbList",[73,77,79,82],{"item":74,"name":75,"@type":76,"position":8},"https://docshare.wps.com","Home","ListItem",{"item":78,"name":9,"@type":76,"position":14},"https://docshare.wps.com/document/",{"item":80,"name":40,"@type":76,"position":81},"https://docshare.wps.com/document/research-report/",3,{"item":83,"name":65,"@type":76,"position":19},"https://docshare.wps.com/document/cfa-society-chicago-proposed-slate-of-2022-2023-officers-and-directors-information-only/203394/",{"url":83,"name":65,"@type":85,"image":86,"author":91,"headline":65,"publisher":94,"fileFormat":97,"inLanguage":63,"description":67,"dateModified":98,"datePublished":99,"encodingFormat":97,"isAccessibleForFree":100,"interactionStatistic":101},"DigitalDocument",{"url":87,"@type":88,"width":89,"height":90},"https://docshare.wps.com/thumbnails/cfa-society-chicago-proposed-slate-of-2022-2023-officers-and-directors-information-only/203394.png","ImageObject",300,407,{"name":92,"@type":93},"Jordan Avery","Person",{"url":74,"name":95,"@type":96},"DocShare","Organization","application/pdf","2026-10-06","2026-09-04",true,{"@type":102,"interactionType":103,"userInteractionCount":44},"InteractionCounter",{"@type":104},"ViewAction",{"@type":106,"mainEntity":107},"FAQPage",[108,114,118,122],{"name":109,"@type":110,"acceptedAnswer":111},"What positions are included in the proposed CFA Society Chicago 2022-2023 slate?","Question",{"text":112,"@type":113},"The proposed slate covers officer roles and director positions on the CFA Society Chicago Board of Directors, including specified one-year and three-year terms.","Answer",{"name":115,"@type":110,"acceptedAnswer":116},"What is the term structure for the proposed officers and directors?",{"text":117,"@type":113},"The document specifies one-year term endings August 31 for newly proposed officers and certain directors, and a three-year term ending August 31 for other directors.",{"name":119,"@type":110,"acceptedAnswer":120},"Are there directors continuing in their current terms?",{"text":121,"@type":113},"Yes. The document lists continuing directors who remain in their respective terms ending August 31, along with a president and chief executive officer designation.",{"name":123,"@type":110,"acceptedAnswer":124},"Does the document provide bios for board nominees?",{"text":125,"@type":113},"Yes. It includes board slate bios for officers such as William T. Fitzpatrick, Catherine Drake, and Jeremy Heer, summarizing their professional roles and qualifications.","https://schema.org",{"og:url":83,"og:type":128,"og:title":65,"og:site_name":95,"og:description":67},"article",{"robots":130,"canonical":83},"index,follow",{"doc_id":132,"site_id":62},203394,1788560523,{"code":4,"msg":5,"data":135},{"doc_id":132,"user_id":136,"nickname":92,"user_avatar":137,"doc_module":4,"category_id":39,"category_name":40,"doc_title":65,"doc_description":67,"doc_content":138,"file_id":139,"file_url":140,"file_type":141,"file_size":142,"view_count":44,"is_deleted":4,"is_public":8,"is_downloadable":8,"audit_status":8,"page_count":44,"language":143,"language_code":63,"site_id":62,"html_lang":63,"table_of_contents":144,"faqs":145,"seo_title":146,"seo_description":67,"update_tm":133,"read_time":147},1099523882367,"https://ap-avatar.wpscdn.com/davatar_9964176cb1d06d4a9deccf72a44ae3dc","BOARD OF DIRECTORS  \nPROPOSED SLATE OF 2022-2023 OFFICERS AND DIRECTORS  \nCFA Society Chicago is pleased to announce the candidates nominated for officer and director positions on the 2022-2023 CFA Society Chicago Board of Directors. The board includes executives and leaders from organizations across Chicagoland, representing the wide diversity of our membership that forms Chicago’s financial and business community. Board nominees have been selected to ensure that CFA Society Chicago will continue to grow and evolve to the benefit of all our members by leading the investment profession in the promotion of the highest standards of ethics, education and professional excellence in the investment community.  \nOFFICERS  \nNew one-year term ending August 31:  \nChair: William Fitzpatrick, CFA – Logan Capital 2023  \nVice Chair: Catherine Drake, CFA – PPM America 2023  \nSecretary Treasurer: Jeremy Heer, CFA, CAIA – University of Chicago 2023  \nOffice of Investments  \nDIRECTORS  \nNew one-year term ending August 31:  \nClass D: Garrett Glawe, CFA – S&P Dow Jones Indices 2023  \n(Immediate Past Chair)  \nClass A: Peeyush Shukla, CFA, FRM-Heitman 2023  \n(Replaces Jeremy Heer, CFA)  \nClass E: Matthew Morris, CFA-UBS Wealth Management 2023  \nClass E: Blake Pontius, CFA-William Blair 2023  \nClass E: James Boudreault, CFA-CME 2023  \nNew three-year term ending August 31:  \nClass C: Sheri Hawkins, CFA-Northern Trust Asset Management 2025  \nClass C: Aaron Meder, CFA – LGIM America 2025  \n(Moved from Class E)  \nClass C: Carla Norfleet Taylor, CFA-Fitch Ratings 2025  \nINFORMATION ONLY  \nDirectors continuing in their respective terms ending August 31:  \nClass A: Rich Excell, CFA, CMT – University of Illinois, Gies College of Business 2023  \nClass A: Katharine Wyatt, CFA – Loyola University 2023  \nClass B: Kweku Obed, CFA, CAIA – Marquette Associates 2024  \nClass B: Tiffany Greenhouse, CFA – MSCI 2024  \nClass B: Jennika Gold Thomas, CFA – Morningstar 2024  \nClass E: Mamadou-Abou Sarr, CIFD – V-Square Quantitative Management 2023  \nPresident & Chief Executive Officer:  \nChristopher T. Vincent, CFA  \nNote that the Executive Committee is comprised of the following positions:  \nChair, Vice Chair, Secretary/Treasurer,  \nImmediate Past Chair, Chief Executive Officer  \n2021-2022  \nGovernance and Nominating Committee  \nKristan Rowland, CFA (Chair)(Immediate Past Chair) UBS  \nGarrett Glawe, CFA (Chair) (ex-officio) S&P Dow Jones Indices  \nWilliam Fitzpatrick, CFA (Vice Chair) (ex-officio) Logan Capital  \nCatherine Drake, CFA (Secretary Treasurer) (ex-officio) PPM America  \nSumit Desai, CFAMesirow Wealth Advisors (Non-Board Member)  \nJustin Fuller, CFA Eton Solutions LP (Non-Board Member)  \nTiffany Greenhouse, CFAMSCI  \nKatharine Wyatt, CFA Loyola University Chicago  \nBOARD SLATE BIOS: 2022-2023  \nWILLIAM T . FITZPATRICK , CFA  \nCHAIR: ONE-YEAR TERM ENDING AUGUST 3 1 , 2 0 2 3  \nWilliam T. Fitzpatrick, CFA, is managing director and portfolio manager at Logan Capital Management. He is responsible for managing the Logan Concentrated Value (LCV) and Logan International ADR equity strategies. Fitzpatrick was formerly a director and senior global equity analyst at Manulife Asset Management and held similar positions at predecessor firms Optique Capital and Johnson Asset Management.  \nHe has an MBA from the University of Notre Dame and a BS in Business Administration from Villanova University. Fitzpatrick is a CFA charterholder and previously served as co-chair for the Society’s Professional Development Advisory Group (2017-2018) and served asjudge for the local level of CFA Institute’s Research Challenge in  \n2018. He also serves on the Board of Directors at Maryville Academy.  \nCATHERINE DRAKE , CFA  \nVICE CHAIR: ONE-YEAR TERM ENDING AUGUST 3 1 , 2 0 2 3  \nCatherine E. Drake, CFA, is a senior managing director at PPM America, Inc., a US-based institutional asset manager. She is a member of the credit research team responsible for the investment grade utility sector wi","cbCaikrUBi4U3XfN","https://ap.wps.com/l/cbCaikrUBi4U3XfN","pdf",745145,"English","# Proposed Slate of 2022-2023 Officers and Directors\n## Officers\n## Directors\n## Continuing Directors\n## Executive Committee\n## Governance and Nominating Committee\n## Board Slate Bios: 2022-2023\n## William T. Fitzpatrick\n## Catherine Drake\n## Jeremy Heer","[{\"question\":\"What positions are included in the proposed CFA Society Chicago 2022-2023 slate?\",\"answer\":\"The proposed slate covers officer roles and director positions on the CFA Society Chicago Board of Directors, including specified one-year and three-year terms.\"},{\"question\":\"What is the term structure for the proposed officers and directors?\",\"answer\":\"The document specifies one-year term endings August 31 for newly proposed officers and certain directors, and a three-year term ending August 31 for other directors.\"},{\"question\":\"Are there directors continuing in their current terms?\",\"answer\":\"Yes. The document lists continuing directors who remain in their respective terms ending August 31, along with a president and chief executive officer designation.\"},{\"question\":\"Does the document provide bios for board nominees?\",\"answer\":\"Yes. It includes board slate bios for officers such as William T. Fitzpatrick, Catherine Drake, and Jeremy Heer, summarizing their professional roles and qualifications.\"}]","CFA Society Chicago - Proposed Slate of 2022-2023 Officers and Directors - Information Only | PDF",23]