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

Noreen Beaman
Brinker Capital

David Berkowitz
Lincoln Financial Advisors

Yanni Bousnakis
Cetera Financial Group

John Brett
Pershing LLC, a BNY Mellon company

Marc Brookman*
Morgan Stanley Wealth Management

Robbie Cannon
Horizon Investments

Jeffrey Cusack
Nuveen Investments

Jeff Dowdle
Raymond James Financial

Marilee Ferone*
Secretary
UBS Financial Services

Keith Glenfield
Merrill Lynch

Matthew Johnson
Brandes Investment Partners

Scott Kilgallen
Neuberger Berman

Eric Koestner
Edward Jones

David Lindenbaum*
Charles Schwab

Andrea Lisher*
J.P. Morgan

Patty Loepker*
Chairperson Elect
Wells Fargo Advisors
Thomas Malone
Lord Abbett

Dan McNamara
USAA

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

Salim Ramji
BlackRock

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

John Coyne
MMI Board Advisor (1/1/2018-6/30/2018)

Michael Lewers
MMI Board Advisor (1/1/2018-6/30/2018)
