Welcome to CAIA Pennsylvania Chapter
The Pennsylvania Chapter of the CAIA Association serves the alternative investment community throughout the state by promoting professional development and excellence to its members across the alternative investment spectrum. Chapter events will present well-known experts in their respective fields who can share their knowledge. In addition to building professional relationships, the Chapter seeks to create a sense of community among the members through social gatherings which rotate between locations in the greater Philadelphia, Pittsburgh and Harrisburg areas. We welcome you as a member and participant in our mission, and look forward to seeing you at a future event.
Founded in 2016.
Chapter Executive Team
- Nora Pickens, CAIA, Chapter Co-Head Managing Director, Investments, Mill Creek Capital
- Phil Shankweiler, CAIA, CFA, CFP, Chapter Co-Head Director, RIA, Family Office & Bank Trust, Hartford Funds
- John Brecker, CAIA, Chapter Executive Managing Director, Client Solutions – Insurance & Midwest, Hamilton Lane
- Meghan Burke, CAIA, Chapter Executive Director, Capital Markets, Centersquare
- Gregory Stumm, CAIA, CFA, Chapter Executive Senior Vice President, Head of Distribution, Resolute Investment Managers
- Matt Trimble, CAIA, Chapter Executive Director, Artisan Partners
- Victor Zhu, CAIA, CFA, Chapter Executive Senior Investment Strategist, Vanguard Investment Strategy Group
- Seth Stroback, CAIA, Chapter Executive Director, Forbes Family Trust & LGL Partners