Our Board

Women Investment Professionals Board Bios

Melody Barron Associate, Schiff Hardin LLP

Melody is an associate at Schiff Hardin LLP, with complementary practices in both finance and energy law. She graduated from Northwestern University with a B.S. in Communications and History. She received her J.D. from Vanderbilt University Law School and was inducted into the Order of the Coif. Melody is co-chair of the Women Investment Professionals' Communications Committee.

Allison Brink Managing Director and Principal, Lotsoff Capital Management

Allison is a Managing Director and Principal at Lotsoff Capital Management in Chicago. Allison developed and currently oversees the firm's maintenance of relationships with investment consultants nationwide. She is a key relationship manager for both the consultant and plan sponsor community. She also plays an integral role with the firm's client service group on existing relationships involving consultants. Prior to joining Lotsoff Capital Management in 1994, Allison worked in Los Angeles for Capital Guardian Trust Company in their fixed income division. Allison holds a B.A. in Economics from The University of Michigan. Allison is co-chair of the Women Investment Professionals' Events Committee.

Mary Brown CFA, President, Campbell Newman Asset Management, Inc.

Mary C. Brown, CFA has been President of independent investment adviser Campbell Newman Asset Management, Inc. since May 2003. With 22 years experience in the investment management industry, Mary has a broad knowledge of securities analysis, portfolio construction, client service, human resource management, regulatory compliance and strategic planning. A graduate of Wheaton College in Norton, Massachusetts with a BA degree, Mary began her work at Campbell Newman Asset Management in November 1986 as an equity analyst. In 1991, she earned the Chartered Financial Analyst designation and, in 1994 she was made Co-Director of Research. She was named Director of Research in 1995. In May 2003, she was elected President of CNAM. Mary is a member of our Dividend Growth and Growth portfolio teams and chairs the Investment Policy Committee, which directs the firm's policy concerning portfolio construction and security selection. Mary is an active community volunteer, serving Columbia St. Mary's Foundation and is on the investment committee at St. John's Communities. Mary is co-chair of the Women Investment Professionals' Events Committee.

Liz Flores CAIA, Associate Director, Interest Rate Products, CME Group

Liz is an Associate Director in interest rate products and services at the CME Group where she is responsible for the development of Eurodollar, Treasury and Fixed Income Index products. Previously, Liz worked for a hedge fund, Crestview Capital. She started her career on the floor of the Chicago Mercantile Exchange and was a futures and options broker for 13 years. She has a B.A. in Economics from the University of Michigan and an M.B.A. from the Graduate School of Business at the University of Chicago. In 2007 she earned her CAIA (Chartered Alternative Investment Analyst) designation. Liz heads Women Investment Professionals' Sponsorship Committee.

Marla Kreindler Partner, Winston & Strawn LLP

Marla is a partner in Winston & Strawn's corporate department and is also a member of the firm's employee benefits and executive compensation department. She concentrates her practice on tax qualified retirement plans and the management and investment of employee benefit plan assets. Marla is well-versed in the application of ERISA's fiduciary standards and prohibited transaction rules, and related banking, securities, and state insurance law requirements. She has substantial experience counseling clients on their qualified retirement plans, including 401(k) and defined benefit plans. Marla represents a wide range of publicly traded and privately held corporations, as well as major banks, investment advisory and financial services firms, insurance companies, broker-dealers, and private and governmental pension funds. Marla received a B.A. from the University of Michigan in 1984 and a J.D. from the University of Michigan Law School in 1987. She also attended the London School of Economics and Political Science in 1982. Marla currently serves on the Events Committee.

Shauna Lambright Managing Director, Head of Knight Transition Management

Shauna joined Knight when it acquired her firm, Lambright Financial Solutions, which she founded in 2004. LFS was a boutique broker dealer specializing in transition management services. Previously, she was with Plan Sponsor Sales Division at BNY Brokerage specializing in transition management services, commission recapture and issuer buybacks. Shauna joined BNY Brokerage following its acquisition of Capital Resource Financial Services (CRFS). As President of CRFS, she successfully established the firm’s transition management offering. Earlier, she worked in the Investment Services Group at Donaldson, Lufkin & Jenrette serving private clients. Shauna heads Women Investment Professionals' Community Outreach Committee.

Anne Lundberg Senior Vice President, Consultant Relations Manager, Putnam Investments

Anne is a Senior Vice President and Consultant Relations Manager for Putnam Investments. In this role, she is responsible for managing relationships with investment consultants in the Midwestern region of the United States. Prior to joining Putnam in 2008, Anne worked for William Blair & Company from 2007 to 2008 and before that she was with Capital Guardian Trust Company from 1993 to 2007. Anne holds an M.B.A. from The University of Chicago Graduate School of Business and a B.A. in English Literature from The University of Northern Iowa. She holds her Series 7 and 63 licenses with FINRA. Anne is co-chair of the Women Investment Professionals' Communications Committee.

Patricia McKinell, Director, Business Development, Rogerscasey

Patricia is responsible for directing the strategy and growth of the various lines of business at Rogerscasey. Prior to her current role, Patricia served as a senior consultant working with clients in the design, analysis and monitoring of investment portfolios. Patricia serves as the Editor of the Editorial Board, which is charged with developing, leveraging, and sharing the firm's thought leadership in the investment community. Prior to joining the firm in 2002, Patricia worked at Morgan Stanley and Holy Cross College. She graduated from the University of Notre Dame with a B.A., cum laude, in Government and International Studies with a second major in Music. She also holds an M.A. in Politics from The Catholic University of America. She is Series 7 and 63 licensed with FINRA. Patricia has served on Women Investment Professionals' Communications Committee and currently is Vice President.

Treasa Moran President, Women Investment Professionals

Treasa most recently worked at UBS Global Asset Management where she serviced investment consultants, concentrating on the firm's capabilities in equities, fixed income, alternatives, asset allocation, risk management and structured products in the context of a global framework. Previously, Treasa served as an Institutional Client Service Representative for Deutsche Asset Management, where she worked with corporate, foundation and endowment clients. Her prior experience includes project manager in operations and client services at The Vanguard Group. She has a BA in Economics from Fairfield University and an MBA from Drexel University. Treasa has successfully completed the CFA Level II examination and is a member and committee volunteer of the CFA Society of Chicago. Treasa has served as head of Women Investment Professionals' Sponsorship Committee, as Vice President and currently is President.

Loryn Mischke Director, Fiduciary Management Associates

Loryn is a Director on the Fiduciary Management Associates (FMA) client service and marketing team. She is responsible for maintaining and expanding the firm's consultant relationships, providing client service, and new business development. Prior to joining FMA in 2006, she was Vice President and Director of Client Communications for Institutional Capital and held similar positions at Security Capital, Mesirow Financial, and Munder Capital Management. Loryn has more than 20 years of industry experience. She holds a BA from DePaul University and an MBA from the University of Chicago Booth School of Business. Loryn serves on Women Investment Professionals' Events Committee.

Nichole Roman-Bhatty Managing Associate, Marquette Associates

Nichole serves as a consultant on several of the firm's relationships and is responsible for client analysis and reporting. Nichole's primary client focus is Eleemosynary and Corporate Plans. In addition, Nichole coordinates oversight of investment-related education of socially responsible investments, cash flow analysis, and other related topics. Nichole also coordinates defined contribution and mutual fund research as well as reviews international investment management firms. Nichole was formerly a Credit Manager at Norwest Financial. Education: B.S. Finance, Michigan State University. Nichole has served as head of Women Investment Professionals' Events Committee, as Vice President, President, and currently serves as Past President.

Kelli Schrade Vice President and Director of Manager Research, Marquette Associates

Kelli serves as the director of the firm's manager research, with primary oversight of the domestic equity managers. In addition, she oversees the other asset classes as Chair of the Investment Manager Search Committee. Before joining Marquette, Kelli was an investment advisor with Christian Brothers Investment Services. She also served as a managing editor and fund analyst at Morningstar, Inc. for seven years, specializing in domestic-equity funds. Kelli has been quoted as an expert on the mutual fund industry throughout the national media, including Barron's and The Wall Street Journal. Education: A.B. English, Kenyon College. Kelli is also a member of the CFA Institute, the CFA Society of Chicago. Kelli heads Women Investment Professionals' Membership Committee.

Connie Song Principal, Senior Credit Analyst, Harris Investment Management

Connie Song is a Principal, Senior Credit Analyst at Harris Investment Management covering the Telecommunications, Cable, Media, Technology, Healthcare, and Chemicals industries. Connie has over 18 years of institutional and industry experience from mutual funds, industry and brokerage. She earned an MBA from Columbia Business School, and she received a BA from Wesleyan University. Connie is a member of the CFA Institute and the CFA Society of Chicago. Connie is Treasurer of Women Investment Professionals.

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