|
Name |
Address |
Phone No. |
E-Mail |
|
Anthony Carideo, CFA
President / Public Awareness & Advocacy Chair |
The Carideo Group
1050 One Financial Plaza
120 S Sixth St
Minneapolis, MN 55402 |
612-317-2880 (Bus)
612-317-2889 (Fax) |
tony@carideogroup.com |
|
David R. Spangler, CFA
First Vice-President |
Thrivent Financial
625 Fourth Ave S, 13th Flr
Minneapolis, MN 55415 |
612-340-8196 (Bus)
612-340-5040 (Fax) |
david.spangler@thrivent.com |
|
Patrick E. Donohue, CFA
Second Vice-President / Program Chair |
Northland Securities
45 S Seventh St, Ste 2500
Minneapolis, MN 55402 |
612-851-5954 (Bus)
612-851-5941 (Fax) |
pdonohue@northlandsecurities.com |
|
Michael Lingvall, CFA
Secretary / Treasurer |
Jordan Thomas, Inc
314 Clifton Ave, Ste C-202
Minneapolis, MN 55403 |
612-872-8201 (Bus) |
Michael_Lingvall@yahoo.com |
|
Jeffrey R. LeMunyon, CFA
Immediate Past President |
Linwood Capital, LLC
4316 Eton Place
Edina, MN 55424 |
952-285-1134 (Bus)
952-285-1135 (Fax) |
jeff@linwoodcapital.com |
|
Jay C. Alexander, CFA
Director |
RiverSource Investments
1737 Ameriprise Financial Ctr
Minneapolis, MN 55474 |
612-671-9047 (Bus) |
Jay.c.alexander@ampf.com |
|
Daniel R. Aronson, CFA
Director |
Tealwood Asset Management
1225 IDS Center
80 S 8th St
Minneapolis, MN 55402 |
612-767-6756 (Bus)
612-341-9363 (Fax) |
daronson@tealwood.com |
|
Robbie J. Burkhart, CFA
Director |
Blue Rock Advisors
445 E Lake St, Ste 230
Wayzata, MN 55391 |
952-229-8705 (Bus) |
Burkhart@blue-rock.com |
|
Patrick M. Coleman, CFA
Director / Golf Outing Chair |
|
763-427-6531 |
colem167@aol.com
|
|
Frederick P. Feuerherm, CFA
Director |
AXA Investment Management
225 S 6th St, Ste 3890
Minneapolis, MN 55402 |
612-284-0015 (Bus) |
Fritz.feuerherm@axa-im.com |
|
Adele Gorrilla, CFA
Director / Membership Chair |
University of Minnesota Foundation Investment Advisors
220 S Sixth St, Ste 1225
Minneapolis, MN 55402 |
612-767-1255 (Bus)
612-767-1250 (Fax) |
adele@umfia.org |
|
Joshua T. Hill, CFA
Director |
Geraty Investments
10400 Viking Dr, Ste 140
Eden Prarie, MN 55344 |
952-229-8066 (Bus) |
jhill@geratyinvestments.com |
|
Steven J. Hulme, CFA
Director |
Securian Trust Company
400 Robert St N
St Paul, MN 55101 |
651-665-3635 (Bus) |
Steven.Hulme@securiantrust.com |
|
Leyla G. Kassem, CFA
Director |
Wells Capital Management
90 S 7th St, 9th Flr
Minneapolis, MN 55402 |
612-316-2704 (Bus) |
Leyla.g.kassem@wellscap.com |
|
Kristine J. Mogollon, CFA
Director / Employment Chair |
Thrivent Financial
625 Fourth Ave S
Minneapolis, MN 55415 |
612-844-5457 (Bus)
612-844-8652 (Fax) |
kristine.mogollon@thrivent.com |
|
Jessica D. Murray, CFA
Director |
FAF Advisors.
800 Nicollet Mall
BCMNHO5G
Minneapolis, MN 55402 |
612-303-4234 (Bus)
612-303-4208 (Fax) |
jessica.murray@fafadvisors.com |
|
Mark A. Vitelli, CFA
Director / Education Chair |
Wells Fargo Private Client Services
90 S Seventh St, N9305-101
Minneapolis, MN 55402 |
612-667-1899 (Bus)
612-667-4727 (Bus) |
mark.a.vitelli@wellsfargo.com |
|
Staffed Offices |
|
Barbara Boden
Executive Director
Katie Dorsey
Senior Manager |
CFA Society of Minnesota
307 N Michigan Ave, Ste 800
Chicago, IL 60601 |
312-360-0561 (Bus)
312-360-0388 (Fax)
877-874-9484 (Toll Free) |
info@cfa-mn.org |
|
Jana Von Feldt
Program Coordinator |
c/o The Carideo Group
1050 One Financial Plaza
120 S Sixth St
Minneapolis, MN 55402 |
612-317-2888 (Bus)
612-317-2889 (Fax) |
jana@cfa-mn.org |
