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CFA Society of Minnesota Officers & Directors 2007- 2008


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


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