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
William Golden
Legg Mason
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
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
Troy Thornton*
Goldman Sachs Asset Management
William Turchyn
Mariner Investment Group
Jake Tuzza
Voya Investment Management
Burt White
LPL Financial
Bebe Wilkinson
MassMutual