MMI Welcomes Three Industry Leaders to its Board of Governors

MMI is pleased to welcome three new members to its Board of Governors.

The new additions are:

  • Jeff Carlin, Senior Managing Director, Head of U.S. Retail, Nuveen Investments
  • Estee Jimerson, Managing Director, Head of Asset Manager Distribution, Envestnet
  • Tom Sholes, Managing Director, Chief Strategy Officer, Pershing, a BNY Mellon company 

These widely-respected industry veterans, who have assumed seats previously held by other executives at their respective firms, bring a wealth of experience and diverse points of view to their roles as MMI Governors.

“We welcome our new Governors and look forward to their guidance and participation in our activities and initiatives on behalf of the investment advisory solutions industry,” said MMI President and CEO Craig Pfeiffer. “On behalf of the entire MMI organization, I also want to recognize and thank outgoing Governors Jeff Cusack of Nuveen, Kevin Osborn of Envestnet, and John Brett of BNY Mellon’s Pershing, for their years of dedicated service and the invaluable perspectives they brought to our Board’s undertakings.”