Money Management Institute Elects Four Industry Leaders to its Board of Governors: Additions Bring Deep Experience and New Perspective

Tuesday, April 10, 2018

NEW YORK, NY, April 10, 2018 The Money Management Institute (MMI) today announced the election of four new members to its Board of Governors.

Joining the MMI Board are: Noreen Beaman, CEO of Brinker Capital; Robbie Cannon, President and CEO of Horizon Investments; Daniel McNamara, President of the Financial Advice & Solutions Group at USAA; and Salim Ramji, Head of U.S. Wealth Advisory at BlackRock.

“As we enter our third decade, the investment advisory solutions industry is in a period of rapid evolution and transformation in how we deliver financial advice and guidance to our investor clients,” said Craig Pfeiffer, President and CEO of MMI. “Our Board of Governors is a distinguished group of industry leaders, and their deep insights and relationships are instrumental in shaping and driving our programs and activities on behalf of member firms.”

Ms. Beaman and Mr. Ramji, two prominent thought leaders in the advisory space, assume seats previously held by other executives at their respective firms. Mr. Cannon and Mr. McNamara, two other well-known and widely respected industry executives, represent highly-regarded asset management firms that are new additions to the Board, further diversifying its composition. Charlotte-based Horizon is a leading provider of goals-based investment management. USAA, headquartered in San Antonio, provides insurance, banking, investments, retirement products, and advice to over 12 million current and former members of the U.S. military and their families.

“As advisory solutions continue to evolve and grow, it is important that the MMI Board reflect the full spectrum of industry participants,” noted Roger Paradiso, current Board Chair and Head of Alternative Distribution Strategies at Legg Mason. “These four individuals are proven leaders and represent firms at the forefront of innovation in our industry. We are pleased to welcome them to the MMI Board and look forward to their fresh points of view and contributions to our efforts.”

About the Money Management Institute (MMI): Since 1997 MMI has been the leading voice for the global financial services organizations that provide financial advice and professionally-managed investment advisory solutions to individual and institutional investors. Through programs focused on member interaction, education and professional development, data analytics and insight, next-generation initiatives, and thought leadership and advocacy, MMI supports and advances the growth of a diverse spectrum of investment advisory solutions that serve an evolving worldwide financial landscape. MMI member organizations are committed to the highest standards of fiduciary responsibility and ethical conduct and to creating the most successful outcomes for investors at every level of assets. For more information, visit www.MMInst.org.

Contact:​
Joan Lensing, Money Management Institute, jlensing@mminst.org, (646) 868-8518
Matthew Conroy, Peppercomm, mconroy@peppercomm.com, (212) 931-6133