After 30 years with Morningstar, Catherine retired in June 2018. As the firm’s first Strategy officer starting in 2012, she was responsible for driving firm value by designing and implementing a strategic planning process; working...
Amélie is a Managing Director based in Lazard’s Chicago office. Prior to joining the Chicago office in September 2015, Amélie served as Chief Operations Officer of Lazard Greater China from 2011 to 2015. Amélie joined...
Erin McInerney is a private investor and director at Hinsdale Bank & Trust, serving on the Audit, Risk Management and Compensation Committees. McInerney’s distinguished career as a marketing and finance executive drew on her strategic...
Roxanne Martino is the Managing Partner of OceanM19, and serves as a Director of Ventas, Inc., (NYSE: VTR), a S&P 500 company which is a leading real estate investment trust. Roxanne Martino was the Chief...
Elizabeth (Beth) Karlson is executive vice president and head of Corporate and Commercial Banking for PNC Bank in Chicago. She is responsible for implementing strategies to grow and expand customer relationships in commercial, middle market...
Mary Josephs is the Founder and CEO of Verit Advisors. Ms. Josephs is a nationally recognized leader with more than 28 years of experience with ESOPs as a specialized solution-oriented succession and liquidity transaction for...
Mellody Hobson is president of Ariel Investments. Headquartered in Chicago, the firm offers six no-load mutual funds for individual investors and defined contribution plans as well as separately managed accounts for institutions and high net...
Mary Jo Herseth is the Principal of Starland Consulting LLC and the former Senior Vice President and National Head of Banking for Harris Private Bank. Ms. Herseth joined Harris Private Bank in September 2009 after...
Ms. Halper oversees all of Chicago Equity Partners’ equity products as well as the equity portfolio management and quantitative research groups. Previously, she was a member of the quantitative research team. Prior to joining our...
