Chapter Head

Phil Shankweiler, CFA, CFP, CAIA, Chapter Co-Head

Phil Shankweiler is a director within the Hartford Funds advisory services group. In this role, he works with RIAs, family offices, and bank-trust groups to help them enhance their investment and client-service outcomes. Through a personalized, client–centric approach, Phil brings the value of Hartford Funds to clients with an expertise in capital markets, investment management, and the financial–planning process.

Nora Pickens, CAIA, Chapter Co-Head

Nora serves as Managing Director of Investments at Mill Creek Capital Advisors. She has primary responsibility for evaluating fixed income and alternative credit strategies across MCCA’s investment programs. Prior to joining MCCA in 2017, Nora was Director at FS Investments, where she helped launch focused investment programs and conducted investment research. Prior to FS, Nora was a Credit Analyst at Standard & Poor’s with primary research coverage of the energy sector. She previously held various analyst positions at Bear Stearns and Goldman Sachs.

Daniel Mueller, CAIA, Chapter Head, LatAm

Prior to co-founding the Latin American business of Alpine in 2015, Daniel worked for Moneda Asset Management, one of the largest independent Latin American investment managers based in Santiago, Chile, managing over USD $10bn for global institutional investors. He led Moneda’s fundraising efforts in Latin America to both institutional and private investors, successfully multiplying Moneda’s AUM in the region by over 4x in 4 years and opening several key markets for the firm.

Michael Yeung, CAIA, Chapter Head

Michael Yeung, CAIA, is a senior credit analyst for Russell Investments in Seattle, WA where he supports the short-term investments and derivatives trading teams. In this capacity, Michael is responsible for the credit selection, analysis and monitoring components of the investment process as well as overseeing Russell’s counterparty exposures.  

Eugene Hsieh, CAIA, Chapter Head

As Director of Client Relations at EQT Group, Eugene Hsieh, CAIA® serves as a consultant to RIAs, family offices, private banks, and other private wealth intermediaries on the subject of private markets and alternative investments.

He has gained broad experience over multiple asset classes and investment strategies during his time at Victory Capital, Natixis Investment Managers, and Putnam Investments where he served in similar roles.