Vice President
Janet Bienkowski
MFS Investment Management
Vice President
Vice President
Ryan Burns
Northern Trust
Senior Vice President
Director
Ken Cawley
Goldman Sachs
Managing Director
Director
Chris Goff
Columbia Threadneedle Investments
Vice President, National Accounts Broker Dealer Channel Leader
Director
John Gray
Envision Financial Systems, Inc.
Senior Vice President
Director
Dan Houlihan
STP Investment Services LLP
President & CEO
Director
Chris Keller
Harris Associates
President
Director
Mark Lavan
Franklin Templeton Investments
Co-Head of Retail Sales
Director
Frieda Lewis
Broadridge Financial Solutions, Inc.
Chief Commercial Diversity Officer
Vice President
Kevin Mahn
Hennion & Walsh
President & Chief Investment Officer
Director
Brooke Marrujo
Capital Group | American Funds
Senior Vice President, Distribution
Director
Mike Mastroianni
SS&C Technologies
US Head of Relationship Management
Director
Jocelyn McBride
Sodali & Co
Co-CEO, Fund Solutions
Director
Jennifer McGovern
BlackRock
Managing Director
Director
Michael Melles
FIS
Senior Director, Product Management
Director
Stella Mink
John Hancock Investment Management
Global Head of Retail and Wealth Operations
Director
Dan Moorman
Wells Fargo Advisors
Managing Director, Packaged Investment Products
Director
Kelli O'Brien
Citi
Director
Director
Stephen Patrickakos
Bank of America / Merrill Lynch
Head of Managed Investments
Vice President
Kirsten Pickens
FS Investments
Managing Director, Co-Head of Distribution
Director
Tiffani Potesta
Voya Investment Management
Head of Distribution
Vice President
David Rosen
Morgan Stanley Wealth Management
Managing Director, Head of Wealth Management Innovation
Director
Steven Rueschhoff
Edward Jones
Principal
Director
Cindy Schreiner
RBC US Wealth Management
Head of US Wealth Management Operations
Director
Brian Shlissel
J.P. Morgan
Managing Director
Vice President
John Stadtler
PwC Financial Services
Partner
Director
Andrew Strnad
ACA Group
Partner
Director
Stacy Veleker
State Street Corporation
Managing Director, Operations
Director
Christine Waldron
BNY Mellon
Managing Director, Global Head of Fund Services
