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LEADERSHIP

2025 - 2026 Board of Directors

	President Kerry Jordan Co-Founder and Managing Partner Supercritical, LLC		Julie Durkin Senior Consulting Actuary Willis Towers Watson
	President Elect Barbara Best Founding Partner and Principal Cap Strat		Kathy Graham Principal The HQ Companies, Inc.
	Secretary Tasha Henderson, CPA, CGMA Chief Financial Officer Loop Capital		Cathy Hamilton Retired Abbott Laboratories
	Treasurer Aimee Urnikis Partner Sassetti LLC		Christy Hernandez Sr. Director Financial Reporting and Budget
	Past President Kathy Hosty, CFP ® President Boulevard Capital Wealth Management		Susan McDermott US Strategic Research Director Mercer
	Erica Marquez Avitia Chief Operating Officer Old Mission Holdings LLC		Maria Tabrizi Executive Vice President & COO First Womens' Bank
	Denise Brown COO & Head of Customer Success Gestalt		Allison Grant Williams Independent Director, Board Member at Select Sector SPDRs Trust (NYSE)
	Jenny Casteller COO Poetry Foundation		Sarah Winters SVP, Chief Tax Officer & Global Treasurer Cushman & Wakefield
	Kim Clark Senior Consultant CTS Impact		Jian Zhang, CFA, PhD Partner Adams Street Partners

Committees

Communications

Membership

Philanthropy

Programs

Committees serve a vital purpose for CFE, bringing members together to share ideas, expertise, and experiences that, in turn, generate the content for CFE’s programming. The Committees are also an integral component to engage members, attract new members, and provide resources to execute activities.

Ready to get involved? Click on a committee to learn more and to connect with the committee chair(s).

Past Presidents

Chicago Finance Exchange
19250 Everett Lane, Suite 103
Mokena, IL 60448
312-833-8782
Contact us by email: dhypke@managementervices.org

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