Board of Directors

2023-2026 PRESIDENT
CHAIR, BOARD OF DIRECTORS

Rob Britton, CFA
Board member since 2021​

​
Partner / Sr Portfolio Manager
Minneapolis Portfolio Management Group

View Rob's bio

2023-2026 VICE PRESIDENT

Zac Wanzek, CFA, CPA
​Board member since 2022

​Senior VP / Deputy Chief Investment Officer
Bell Bank Wealth Management

View Zac's bio​

2021-2024 SECRETARY​
​
​Melissa Gilbertson
​Board member since 2020​

​
​Chief Operating Officer
Mairs and Power

View Melissa's bio​​​

2021-2024​ TREASURER
CHAIR, BUSINESS & FINANCIAL MANAGEMENT COMMITTEE​​​​
​
Cory Markling, CFA
Board member since 2020

Partner and Managing Director
EisnerAmper's Transaction and M&A Advisory Group

View Cory's bio​​

2023-2026 ​PAST PRESIDENT
CHAIR, NOMINATING COMMITTEE
​

Kathryn Lyons, CFA, CAIA
Board member since 2017​

​
Regional Director of Investments
BMO Wealth Management

View Kate's bio

EXECUTIVE DIRECTOR
​
Shannon Schaaf, MBA
Board member (ex officio) since 2022
​
Executive Director
CFA Society Minnesota
​612.317.2888
​shannons@cfamn.org​

View Shannon's bio

DIRECTOR​
CHAIR, PROGRAMS COMMITTEE
​​
Chris Becker, CFA
Board member since 2023

Special Assets Credit Manager
Bremer Bank

View Chris's bio​

DIRECTOR​
CO-CHAIR, STRATEGIC PLANNING
​
​David Brandmire, CFA
Board member since 2023

Vice President, Lead Investment Research Analyst, Global Securities Research
Wells Fargo

View David's bio

DIRECTOR​
CHAIR, CAREER DEVELOPMENT COMMITTEE
​​
KC Connors, CFA, CAIA
​Board member since 2022​

Partner, Director of Philanthropic, Healthcare, and Private Wealth Divisions
NEPC

View KC's bio​​

DIRECTOR
CO-CHAIR, STRATEGIC PLANNING
​
Katy Farley, CF​A
​Board member since 2022

VP, ​​Director of Structured Products
Travelers

View Katy's bio​​​​

DIRECTOR
CHAIR, EDUCATION COMMITTEE​
​
Curt LaChappelle, CFA
Board member since 2023

Assistant Portfolio Manager
LoCorr Funds

View Curt's bio​​​​

DIRECTOR
CHAIR, RESEARCH CHALLENGE SUBCOMMITTEE​
​
Jonathan B. Levy, J.D.
​Board member since 2012​

​
​Partner
Taft Law

View Jon's bio​​​​

DIRECTOR
FOCUS: ESG INITIATIVES
​
Mackenzie Merrill, CFA
Board member since 2022

Senior Investment Analyst, Credit Strategies
Margaret A. Cargill Philanthropies

View Mackenzie's bio​

DIRECTOR
CHAIR, ADVOCACY & PUBLIC AWARENESS COMMITTEE​
​
David Slegh, CFA, CAIA
Board member since 2015​

​Portfolio Manager
Quantitative Advantage, LLC

View David's bio​

DIRECTOR
CHAIR, MEMBERSHIP & ETHICS COMMITTEE​
 
Phil Stern, CAIA
​Board member since 2021​

Chief Operating Officer
Compass Capital Management 

View Phil's bio​