About This Group
The Institutional Asset Management Group brings together professionals engaged in the management, oversight, and/or advisement of institutional investments. Its diverse member base includes investment consultants, plan sponsors, insurance professionals, risk managers, derivative product specialists, and portfolio managers and analysts in a wide variety of asset classes. The group nurtures a rich exchange of ideas and information by connecting professionals who are broadly in the same field, but would not otherwise collaborate and network with one another.
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Leo Schmidt, CFA was volunteer of the year for the CFA Institute for the Americas in 2023. In 2020 and 2022, he was volunteer of the year for the CFA Society New York. Starting in 2015, he was the Chair of the Institutional Asset Management group. He developed the Market Outlook series of events and frequently has been a mentor for the CFA Research Challenge.
Konstantin Tcherepachenets, CFA, CAIA has been an institutional investor for 15 years. Most recently, he was an Associate Portfolio Manager at Bessemer Trust for 10 years where he was responsible for managing Small and SMID equity portfolios. Prior to Bessemer Trust, he worked at Raymond James where he was responsible for covering medical device and hospital supply stocks. In addition, Mr. Tcherepachenets is an Adjunct Professor at Fordham University, where he teaches stock analysis and leads graduate school’s participation in the CFA Challenge. He earned an MBA from Babson College, and received his undergraduate degree from University of California, Riverside.
Marybeth Whyte is the Client Portfolio Manager for Clarfeld | Citizens Private Wealth. She is a seasoned investment professional with extensive experience across portfolio management, client relationship management, and business development. Marybeth excels in communicating complex investment processes, strategies, and market outlooks to clients, sales teams, and distribution partners, making sophisticated concepts accessible and understandable.