Board of Governors

Our board of governors bring special skills, broad knowledge, and significant relationships to their advisory role at MMI.
*2018-2019 Executive Committee Member

Patty Loepker*
Chair
Wells Fargo Advisors
Jennifer Abate*
Chair-Elect
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
Robbie Cannon
Horizon Investments
Jeffrey Cusack
Nuveen Investments
Jim Devaney
PGIM Investments
Jeff Dowdle
Raymond James Financial
Marilee Ferone*
Treasurer
UBS Financial Services
Pat Feigley
PIMCO
Keith Glenfield
Merrill Lynch
Matthew Johnson
Brandes Investment Partners
Scott Kilgallen
Neuberger Berman
Eric Koestner
Edward Jones
David Lindenbaum*
Charles Schwab & Co.
Andrea Lisher*
J.P. Morgan
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
Roger Paradiso*
Chairman Emeritus
Legg Mason
Craig Pfeiffer*
Money Management Institute
Salim Ramji
BlackRock
Joseph Schultz
American Century Investments
Ram Subramaniam
Fidelity Brokerage Services LLC
Pete Thatch*
Capital Group
Troy Thornton*
Secretary
Goldman Sachs Asset Management
Jim Tracy
Morgan Stanley Wealth Management
William Turchyn
Mariner Investment Group
Jake Tuzza*
Voya Investment Management
Burt White
LPL Financial
Bebe Wilkinson
MassMutual
Marc Brookman
MMI Board Advisor (5/1/2018-10/31/2018)
John Coyne
MMI Board Advisor (1/1/2018-6/30/2018)
Michael Lewers
MMI Board Advisor (1/1/2018-6/30/2018)