Board of Governors

Our board of governors bring special skills, broad knowledge, and significant relationships to their advisory role at MMI.
* - 2017 Executive Committee Member

Roger Paradiso*
Chairman
Legg Mason
Jennifer Abate*
Treasurer
Lazard Asset Management
David Berkowitz
Lincoln Financial Advisors
Yanni Bousnakis
Cetera Financial Group
John Brett
Pershing LLC, a BNY Mellon company
Marc Brookman*
Morgan Stanley Wealth Management
John Coyne
Brinker Capital
Jeffrey Cusack
Nuveen Investments
Jeff Dowdle
Raymond James Financial
Marilee Ferone*
Secretary
UBS Financial Services
Keith Glenfield
Merrill Lynch
Matthew Johnson
Brandes Investment Partners
Carl Katerndahl
Nuveen Investments
Scott Kilgallen
Neuberger Berman
Eric Koestner
Edward Jones
Michael Lewers
BlackRock
David Lindenbaum*
Charles Schwab
Andrea Lisher*
J.P. Morgan
Patty Loepker*
Chairperson Elect
Wells Fargo Advisors
Thomas Malone
Lord Abbett
John Moninger*
Eaton Vance
Cheryl Nash
Fiserv Investment Services
Greg Nordmeyer
Ameriprise Financial Services
Kevin Osborn
Envestnet
Daniel O’Lear*
Franklin Templeton Investments
Stuart Parker
PGIM Investments
Craig Pfeiffer*
Money Management Institute
Joseph Schultz
American Century Investments
Ram Subramaniam
Fidelity Brokerage Services LLC
Eric Sutherland
PIMCO
John Sweeney*
Chairman Emeritus
Pete Thatch
Capital Group
Troy Thornton*
Goldman Sachs Asset Management
William Turchyn
Mariner Investment Group
Jake Tuzza
Voya Investment Management
Burt White
LPL Financial
Bebe Wilkinson
MassMutual
William Golden
MMI Board Advisor (9/1/2017-2/28/2018)